PNW · 8-K · 20260807PR000044

Regulated Capital Investment Plan

PINNACLE WEST CAPITAL CORP · 2026-08-07 · Importance 64 · Surprise 42 · No source text

APS estimates approximately $10.35 billion of total capital expenditures for 2025-2028, including $2.40 billion in 2025 and $2.60 billion, $2.65 billion, and $2.70 billion in 2026-2028, respectively. The plan excludes up to approximately $440 million for the Cholla gas conversion and immaterial capital expenditures by entities other than APS. Pinnacle West announced up to 2 GW of new gas generation, including up to $440 million to convert the retired Cholla plant to 380 MW of natural-gas generation. It also plans approximately $500 million of additional Palo Verde capital investment over the next 10 years and more than $6 billion of cumulative transmission investment through 2035.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
assetspositiveprobableAPS Total capital expenditures 2025-2028 estimated: $10.35B
assetspositiveprobableCapital allocation 2025-2028: Generation $2.40B, Transmission $2.60B, Distribution $2.65B, Other $2.70B
assetspositiveprobableCapital allocation 2025-2028: Generation $2.40B, Transmission $2.60B, Distribution $2.65B, Other $2.70B
assetspositiveprobableCapital allocation 2025-2028: Generation $2.40B, Transmission $2.60B, Distribution $2.65B, Other $2.70B
assetspositiveprobableCapital allocation 2025-2028: Generation $2.40B, Transmission $2.60B, Distribution $2.65B, Other $2.70B
assetspositiveprobableTotal capital investment in 2026 plan: $2.6B-$2.9B
assetspositiveprobableIncreased investment in Palo Verde capital program of approximately $500M over the next 10 years
assetspositiveprobableProjected rate base - Adjusted test year ended December 31, 2024: Total Rate Base - Adjusted $15.8B; ACC Rate Base - Adjusted $13.1B