SO · Earnings call · 2026Q3T · Full report

Southern Power Recontracting

SOUTHERN CO · 2026-11-05 · Importance 26 · Surprise 24

Management described ongoing Southern Power contract negotiations and opportunities extending beyond the Southeast to other parts of the country. It cited opportunities across existing-site upgrades, greenfield projects and new sites, with activity expected to develop over the next few years. Southern Power is maintaining discipline around long-term contracts and creditworthy counterparties. Management also noted that Southern Power and PowerSecure are pursuing opportunities to serve large-load customers.