SO · Earnings call · 2026Q3T · Full report

Renewable Generation Transition

SOUTHERN CO · 2026-11-05 · Importance 57 · Surprise 64

Management said renewables remain part of the generation mix being considered to meet rising load, alongside large-scale resources. The company had nearly 1 gigawatt of battery storage on its system and expected to approach 6,000 megawatts by the end of the decade. Its considerations include batteries, solar, hydro generation and upgrades to existing hydro facilities to increase capacity. Management said these resources would continue to be considered as the company responds to load growth.

Key facts

• Southern Company had close to 1 gigawatt of battery storage on its system and expected to be close to 6,000 megawatts by the end of the decade.
• Southern Company said batteries, solar, hydro generation, and hydro-facility upgrades would remain part of its generation planning to meet load.