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电力需求激增,Alliant计划在六个月内锁定1吉瓦新数据中心合同Alliant targets 1 GW of new data-center contracts in six months as power demand surges

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2022年7月4日,美国威斯康星州希博伊根,密歇根湖畔的Alliant Energy燃煤电厂。路透社/蒂莫西·加德纳Alliant Energy's coal plant in Sheboygan, Wisconsin, U.S. on the shore of Lake Michigan, July 4, 2022. REUTERS/Timothy Gardner

10月30日:Alliant Energy首席财务官周五表示,随着人工智能使用量上升和电气化程度加深推动美国电力需求升至历史新高,该公司预计将在六个月内签署约1吉瓦额外数据中心需求的合同。

Oct 30 : Alliant Energy expects to sign contracts for about 1 gigawatt of additional data-center demand within six months, its finance chief said on Friday, as rising AI use and growing electrification push US power demand to record highs.

这部分新增负荷将在Alliant已与Alphabet旗下Google、Meta Platforms以及Blackstone支持的QTS Data Centers签署的3.4吉瓦合同之上叠加。

The new load would add to the 3.4 GW that Alliant has already contracted with Alphabet's Google, Meta Platforms and Blackstone-backed QTS Data Centers.

首席财务官Robert Durian在业绩发布后的电话会议上表示,如果资本支出进一步增加以支持未来的负荷增长和其他投资机会,盈利增长可能超过公司8%的目标。

Earnings growth could exceed the company's 8 per cent target if capital spending rises further to support future load growth and other investment opportunities, Chief Financial Officer Robert Durian said on a post-earnings call.

Durian说:“我们继续致力于我所谓的不同机会的资本上行空间,包括我们可能从现有数据中心前景中看到的额外负荷增长。”

"We continue to work on what I'll call capital upside for different opportunities, including the additional load growth that we may see from the data center prospects that we have," Durian said.

根据美国能源信息管理局的数据,美国用电量在2025年达到历史最高水平,并预计今明两年将继续上升,因为随着人工智能快速普及,数据中心产能不断扩大,同时电气化程度也在提高。

US electricity consumption hit an all-time high in 2025 and is expected to continue rising this year and the next as data-center capacity expands with rapid AI adoption, alongside growing electrification, according to the US Energy Information Administration.

Durian表示,额外的1吉瓦预计将在2029年至2031年间开始逐步投入使用,相关投资分布在公司当前的规划期限内及以后。

The additional 1 GW is expected to begin ramping up between 2029 and 2031, with related investments spread across the company's current planning horizon and beyond, Durian said.

Alliant还预计,Meta将于2027年第一季度开始在威斯康星州接收输电服务,这标志着其不断扩大的大负荷开发管线迈出了早期一步。

Alliant also expects Meta to begin taking transmission service in Wisconsin in the first quarter of 2027, marking an early step in its expanding pipeline of large-load developments.

周四,这家总部位于威斯康星州麦迪逊的公用事业公司将2027年至2030年四年的资本支出预测上调19%至159亿美元,预计到2031年其系统内的峰值需求将增长逾60%。

On Thursday, the Madison, Wisconsin-based utility raised its four-year capital expenditure forecast by 19 per cent to $15.9 billion between 2027 and 2030, with peak demand across its system expected to increase by more than 60 per cent by 2031.

公司还将2026年盈利展望区间收窄至此前区间的上半部,并发布2027年每股收益指引为3.63美元至3.73美元。根据LSEG汇编的数据,该区间中值符合华尔街预期。

It also narrowed its 2026 earnings outlook to the upper half of its prior range and issued 2027 guidance of $3.63 to $3.73 per share. The midpoint was in line with Wall Street expectations, according to data compiled by LSEG.

Alliant Energy 在爱荷华州和威斯康星州为约 100 万电力用户和 42.7 万天然气用户提供服务。

Alliant Energy serves roughly 1 million electric and 427,000 natural gas customers across Iowa and Wisconsin.

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