PPL · 8-K · 20260807PR000042

Regulated Generation Capacity

PPL Corp · 2026-08-07 · Importance 58 · Surprise 42 · In source text

In Pennsylvania, Invitium Energy has secured land sites capable of supporting 8 GW to 14 GW of new generation capacity, depending on the resource mix. PJM has accepted more than 5 GW of Invitium Energy generation interconnection requests, and the venture has reservation agreements for more than 5 GW of combined-cycle gas turbines. The 5 GW of turbine capacity represents $12.5 billion to $15.0 billion of potential future investment opportunities at the joint-venture level through 2032. In Kentucky, LG&E and KU estimate that additional generation beyond their existing 2.3 GW development program could require $3.5 billion to $4.0 billion of investment between 2027 and 2032.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
assetspositiveprobableInvitium Energy has secured land sites capable of supporting 8 GW to 14 GW of new generation capacity.
assetspositiveprobablePJM has accepted more than 5 GW of Invitium Energy generation interconnection requests.
liabilitynegativecommittedInvitium Energy has secured reservation agreements for more than 5 GW of combined-cycle gas turbines.
assetsunclearrealizedRegulated utility plant, net at June 30, 2026: $33,565 million.