WEC · 10-Q · 2026Q3 · Full report
Data Center Interconnection Project
WEC ENERGY GROUP, INC. · 2026-10-30 · Importance 52 · Surprise 42 · In source text
WEC says the Ozaukee County Distribution Interconnection Project is an important part of its plan to serve a data center under construction in Port Washington, Wisconsin. The project includes new transmission lines, rebuilding and upgrading existing lines, and up to five new electrical substations. The filing identifies Oracle America Cloud Services LLC (OACS) as a very large customer taking service under approved VLC and Bespoke Resources tariffs, with WEC constructing generation, transmission, and distribution assets to provide energy and capacity. OACS and its parent have provided collateral required after a credit-rating downgrade, and WEC expects them to provide additional collateral as project costs rise.
Key facts
- Collateral required from OACS and its parent will increase as additional project costs are incurred, and WEC Energy Group expects them to provide the additional required amounts. source
- In May 2026, the PSCW approved new VLC and Bespoke Resources tariffs addressing VLC needs while protecting other customers and shareholders. source
- Microsoft entered into a service agreement under WEC Energy Group’s VLC tariff after its approval. source
- Vantage Data Centers’ Port Washington campus is forecast to add 1.3 GW of demand through 2031, with potential to add another 2.2 GW for total demand of up to 3.5 GW over time. source
- WEC Energy Group earned a $38.3 million current return in third-quarter 2026 on construction of certain Bespoke Resources assigned to VLCs. source
- ATC refiled its CPCN application for the Ozaukee County Distribution Interconnection Project on September 14, 2026, after the PSCW rescinded its prior completeness determination; WEC Energy Group is monitoring potential impacts on its capital plan and earnings. source
- The PSCW deemed ATC's Ozaukee County project CPCN application complete in December 2025, then rescinded the determination on September 10, 2026, stating the application was unreasonably complicated. source
- The first phase of the data center project went into service in April 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Microsoft entered into a service agreement under WEC Energy Group’s VLC tariff after its approval. |
| revenue | positive | contingent | — | Vantage Data Centers’ Port Washington campus is forecast to add 1.3 GW of demand through 2031, with potential to add another 2.2 GW for… |