Talen Energy
TLN
Talen Energy Corporation (NYSE: TLN) is a U.S. independent power producer owning the 2.5 GW Susquehanna nuclear station.
Talen operates six power plants totaling 10.7 GW capacity, with Susquehanna providing baseload nuclear power via two boiling water reactors. In 2024, it signed a power purchase agreement with Amazon Web Services to supply 960 MW from Susquehanna to data centers. The company focuses on carbon-free energy sales in PJM markets.
Why it matters now
Talen's nuclear assets position it centrally in 2025-2026 data center PPAs driven by AI demand, with Susquehanna's uprate potential supporting hyperscaler contracts amid grid constraints.