字号·· | 护眼
路透社

Ameren称数据中心协议或推动投资超越381亿美元计划Ameren sees data-center deals pushing investment beyond $38 billion plan

点「原文对照」整页切到原文,或双击某段只看那段的原文。

Ameren Corp (AEE.N) 周五表示,随着该公用事业公司预计明年将签署更多电力服务协议,其可能需要在发电方面投入超出其截至2031年381亿美元资本计划的资金。

Corp (AEE.N) said on Friday it may need to invest in power generation beyond its $38.1 billion capital plan through 2031, as the utility expects to sign more electric-service agreements next year.

美国公用事业公司正在扩建发电和输电基础设施,以满足来自AI和云数据中心不断增长的电力需求,即使这种建设面临着关于电力需求、用水量和家庭公用事业账单日益增长的政治和社区反对。

US utilities are expanding generation and transmission infrastructure to meet rising electricity demand from AI and cloud data centers, even as the buildout faces growing political and community pushback over power demand, water use and household utility bills.

在本周的美国中期选举中,选民在全国41项地方投票提案中有40项支持限制数据中心开发。

In this week's US midterm elections, voters favored restrictions on data center development in 40 of 41 local ballot measures across the country.

总部位于圣路易斯的这家公用事业公司的五年计划假设到2031年密苏里州将新增2.9 GW负荷,主要来自已签署的2.8 GW协议,其中包括Google (GOOGL.O) 和 Amazon (AMZN.O) 项目,代表其密苏里州服务区域250亿美元的计划投资。

The St. Louis-based utility's five-year plan assumes 2.9 GW of new Missouri load by 2031, mainly from 2.8 GW of signed agreements that include Google (GOOGL.O) and Amazon (AMZN.O) projects representing $25 billion of planned investment in its Missouri service territory.

“我们乐观地认为,在2027年我们将看到进一步的能源服务协议签署,” 首席执行官Marty Lyons在财报后电话会议上表示。Lyons补充说,额外的协议将增强计划后期的增长。

"We are optimistic that in 2027 we'll see further energy-service agreements signed," Chief Executive Marty Lyons said on the post-earnings call. Additional agreements would strengthen growth in the later years of the plan, Lyons added.

该公用事业公司计划在2027年至2031年间增加约7.7 GW发电容量,使密苏里州的装机容量增加约80%。它还在寻求2.1 GW West Alton天然气电厂的监管批准,预计该电厂将于2031年投入运营。

The utility plans to add about 7.7 GW of generation capacity between 2027 and 2031, increasing installed capacity in Missouri by roughly 80%. It is also seeking regulatory approval for the 2.1 GW West Alton natural gas plant, which is expected to enter service in 2031.

该公司周四上调了2026年盈利预测,并预计2027年至2031年每股收益年增长率为8%至10%。

The company on Thursday raised its 2026 earnings forecast and projected annual earnings-per-share growth of 8% to 10% from 2027 through 2031.

阅读媒体原文 ↗