Rinny Singh's questions to Talen Energy (TLN) leadership • Q2 2025
Question
Rinny Singh of Bank of America inquired about Talen's view on data center clustering in Pennsylvania and its implications for the Susquehanna, Freedom, and Guernsey assets. She also asked for an update on the Interconnection Service Agreement (ISA) rehearings and the potential impact on future contracts.
Answer
An executive, likely CCO Chris Morice, confirmed Talen is bullish on data center clustering in Eastern Pennsylvania, viewing it as a positive driver for its entire portfolio, including the newly acquired assets. CEO Mac McFarland addressed the ISA, stating that while commercially focused on the front-of-the-meter AWS deal, Talen continues to legally pursue the behind-the-meter case. He argued that an 'all of the above' approach, including behind-the-meter options, is critical for future grid development.