๐ช๐ต๐ผ ๐ฑ๐ผ๐ฒ๐๐ปโ๐ ๐๐ฎ๐ป๐ โ๐ณ๐น๐ฒ๐ ๐ถ๐ฏ๐น๐ฒ ๐ฝ๐ผ๐๐ฒ๐ฟโ ๐ฎ๐๐๐ฒ๐๐ ๐ถ๐ป ๐ฃ๐๐ ?
Capital Power just bought ๐ฎ.๐ฎ๐๐ช ๐ผ๐ณ ๐ณ๐น๐ฒ๐ ๐ถ๐ฏ๐น๐ฒ (๐ด๐ฎ๐ ๐ณ๐ถ๐ฟ๐ฒ๐ฑ) ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ป ๐ฃ๐๐ from LS Power Equity Advisors ๐ณ๐ผ๐ฟ ๐จ๐ฆ$๐ฎ.๐ฎ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป. The deal included 1,124 MW of CCGT at Hummel Station and 1,023 MW of peaking capacity at Rolling Hills (see below).
With data center load surging, deals for flexible assets keep coming (๐ต๐ฉ๐ฆ ๐ต๐ฆ๐ข๐ฎ ๐ธ๐ช๐ญ๐ญ ๐ฉ๐ข๐ท๐ฆ ๐ญ๐ฐ๐ต๐ด ๐ต๐ฐ ๐ด๐ข๐บ ๐ฐ๐ฏ ๐ต๐ฉ๐ฆ ๐ฒ๐ถ๐ข๐ญ๐ช๐ต๐บ, ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ช๐ฐ๐ฏ ๐ข๐ฏ๐ฅ ๐ฐ๐ถ๐ต๐ญ๐ฐ๐ฐ๐ฌ ๐ง๐ฐ๐ณ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ข๐ด๐ด๐ฆ๐ต๐ด).
But ๐๐๐บ๐บ๐ฒ๐น ๐ฆ๐๐ฎ๐๐ถ๐ผ๐ป ๐ฐ๐ฎ๐๐ด๐ต๐ ๐บ๐ ๐ฎ๐๐๐ฒ๐ป๐๐ถ๐ผ๐ป ๐ณ๐ผ๐ฟ ๐ผ๐๐ต๐ฒ๐ฟ ๐ฟ๐ฒ๐ฎ๐๐ผ๐ป๐. It was ๐ฏ๐๐ถ๐น๐ ๐ผ๐ป ๐๐ต๐ฒ ๐ณ๐ผ๐ฟ๐บ๐ฒ๐ฟ ๐๐ถ๐๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐ฑ ๐ฐ๐ฌ๐ฌ๐ ๐ช ๐ฆ๐๐ป๐ฑ๐ฏ๐๐ฟ๐ ๐ฐ๐ผ๐ฎ๐น-๐ณ๐ถ๐ฟ๐ฒ๐ฑ ๐ฝ๐ผ๐๐ฒ๐ฟ ๐ฝ๐น๐ฎ๐ป๐. And like Homer City, ๐ฟ๐ฒ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐ถ๐ป๐ด ๐๐ต๐ฒ ๐๐ถ๐๐ฒ ๐ฎ๐ ๐ฎ ๐ด๐ฎ๐ ๐ณ๐ฎ๐ฐ๐ถ๐น๐ถ๐๐ ๐น๐ฒ๐ฑ ๐๐ผ ๐บ๐ผ๐ฟ๐ฒ ๐๐ต๐ฎ๐ป ๐ฑ๐ผ๐๐ฏ๐น๐ฒ ๐๐ต๐ฒ ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ป๐ด ๐ฐ๐ฎ๐ฝ๐ฎ๐ฐ๐ถ๐๐ at the facility (from 400MW to 1,124MW).
I am left wondering: As coal fired generation heads into retirement, ๐ฐ๐ผ๐๐น๐ฑ ๐ฐ๐ผ๐ฎ๐น ๐๐ถ๐๐ฒ๐ ๐ฏ๐ฒ ๐๐ต๐ฒ ๐ฟ๐ฒ๐ฎ๐น ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ ๐ณ๐ผ๐ฟ ๐ฑ๐ถ๐๐ฝ๐ฎ๐๐ฐ๐ต๐ฎ๐ฏ๐น๐ฒ (๐ณ๐น๐ฒ๐ ๐ถ๐ฏ๐น๐ฒ) ๐ฝ๐ผ๐๐ฒ๐ฟ ๐๐ผ๐น๐๐๐ถ๐ผ๐ป ๐๐ผ ๐บ๐ฎ๐ป๐ ๐ถ๐ป ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ฎ๐ฟ๐ฒ ๐๐ฒ๐ฒ๐ธ๐ถ๐ป๐ด (๐ฒ๐๐ฝ๐ฒ๐ฐ๐ถ๐ฎ๐น๐น๐ ๐ถ๐ณ ๐น๐ฎ๐ป๐ฑ ๐ณ๐ผ๐ฟ ๐น๐ผ๐ฎ๐ฑ ๐ฐ๐ผ๐น๐ผ๐ฐ๐ฎ๐๐ถ๐ผ๐ป ๐ถ๐ ๐ฎ๐๐ฎ๐ถ๐น๐ฎ๐ฏ๐น๐ฒ)?
What do you think? ๐๐ผ๐ ๐ฏ๐ถ๐ด ๐ฎ ๐ฟ๐ผ๐น๐ฒ ๐๐ถ๐น๐น ๐ฟ๐ฒ๐ฑ๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐ ๐ผ๐ณ ๐ฐ๐ผ๐ฎ๐น-๐ณ๐ถ๐ฟ๐ฒ๐ฑ ๐๐ถ๐๐ฒ๐ ๐ฝ๐น๐ฎ๐ ๐ถ๐ป ๐บ๐ฒ๐ฒ๐๐ถ๐ป๐ด ๐จ๐ฆ ๐น๐ผ๐ฎ๐ฑ ๐ด๐ฟ๐ผ๐๐๐ต ๐ผ๐๐ฒ๐ฟ ๐๐ต๐ฒ ๐ป๐ฒ๐ ๐ ๐ฑ๐ฒ๐ฐ๐ฎ๐ฑ๐ฒ?