DTE Energy Company (DTE) Q3 FY25 earnings call

DTE Energy announced a significant agreement to support 1.4 GW of data center load, leading to a $6.5 billion increase in its 5-year capital plan and reinforcing its 6-8% operating EPS growth target through 2030. The company is leveraging existing capacity and planning nearly $2 billion in incremental energy storage, fully funded by the data center customer, to meet this demand. Management also highlighted a substantial pipeline of additional data center opportunities, which could provide further upside to the long-term plan, while maintaining a focus on customer affordability and grid moderni