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AEP Announces 702-MW Bloom Fuel Cell Project to Serve Google in Wyoming

LCG, October 14, 2026--American Electric Power (AEP) today announced plans for a 20-year power purchase agreement (PPA) with Google, under which AEP will invest approximately $4 billion to advance a new 702-MW fuel cell generation project located near Cheyenne, Wyoming. Google will acquire power from Cheyenne Fuel Cell, LLC, which is approximately 92 percent owned and controlled by AEP and 8 percent owned by funds advised by Basalt Infrastructure Partners, LLP. AEP and its partners plan to start construction this year and to be fully operational by the end of 2028.

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Constellation and Google Announce Strategic Collaboration that Includes 890 MW of New Nuclear Capacity to PJM Grid

LCG, October 6, 2026--Google and Constellation Energy today announced a long-term strategic clean energy collaboration to bring 890 MW of new, reliable, carbon-free nuclear capacity onto the PJM Interconnection grid to meet growing demand and increase grid reliability. The first uprate is expected to be delivered by 2028.

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Industry News

City of Davis Considers Leaving PG&E for SMUD

LCG, February 4, 2003-City officials of Davis, California are thinking about changing the city's utility from Pacific Gas and Electric Company to the Sacramento Municipal Utility District (SMUD).

Davis, an agricultural city of roughly 65,000, is located 15 miles west of Sacramento and is home to the University of California, Davis, which adds an additional 25,000 in student population.

City officials plan to talk with SMUD directors about the possibility of obtaining service through SMUD, although Davis has received electricity from PG&E for over 100 years.

City officials will likely commission a study regarding a switch and its possible benefits in terms of reliability and retail electricity prices. According to John DiStasio, SMUD assistant general manager for customer service, a study will take between six and nine months.

Several cities in California have looked elsewhere for power services lately; San Francisco has seen increased interest in public power and several initiatives were put forth last year.

PG&E Co. filed for bankruptcy in 2001 after discrepancies between wholesale power prices and retail caps pushed the utility into the red. PG&E is currently in bankruptcy court, awaiting the approval or denial of its plan to divide its assets among four companies, three of which would fall outside of state regulation.

SMUD was created in 1923, but 11 years of fundraising and 12 years of litigation with PG&E over transmission line costs prevented it from becoming an operating utility district until 1946. SMUD is community-owned and delivers electricity to over 530,000 customers in Sacramento County as well as some of Placer County.

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