Talen Energy's Data Center Development Denied
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy TLN?
Source: seekingalpha
- Rezoning Request Denied: The Montour County Commission in Pennsylvania denied Talen Energy's (TLN) request to rezone hundreds of acres for data center development, primarily due to opposition from local residents, highlighting strong community resistance to large-scale projects.
- Data Center Co-location Plan: The rezoning was intended to support Amazon data centers near Talen's gas-fired power plant through a co-location arrangement to enhance power supply efficiency, but the opposition prevented this strategic initiative from materializing.
- Current Power Supply Status: Talen Energy currently supplies electricity to an Amazon data center co-located with the Susquehanna nuclear power plant in another part of Pennsylvania, indicating the company's significant role in the power supply chain.
- Future Development Plans: Despite the denial of the rezoning request, Talen Energy stated it would continue to pursue data center development, demonstrating the company's resilience in the face of community opposition and confidence in future market demand.
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Analyst Views on TLN
Wall Street analysts forecast TLN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TLN is 457.00 USD with a low forecast of 418.00 USD and a high forecast of 511.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 353.660
Low
418.00
Averages
457.00
High
511.00
Current: 353.660
Low
418.00
Averages
457.00
High
511.00
About TLN
Talen Energy Corporation is an independent power producer and energy infrastructure company. It owns and operates approximately 13.1 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a dispatchable fossil fleet. It produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet located in the Mid-Atlantic, Ohio and Montana. Its PJM segment is engaged in electricity generation, marketing activities, commodity risk and fuel management within the PJM RTO or ISO markets and comprises Susquehanna and Talen’s natural gas and coal generation facilities. Its Other segment includes the operating and marketing activities of Montana’s proportionate share of Colstrip in the WECC market and other non-material operating and development activities. Its power generation assets provide reliable and dispatchable energy for the requirements of commercial, industrial and residential customers.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Rezoning Request Denied: The Montour County Commission in Pennsylvania denied Talen Energy's (TLN) request to rezone hundreds of acres for data center development, primarily due to opposition from local residents, highlighting strong community resistance to large-scale projects.
- Data Center Co-location Plan: The rezoning was intended to support Amazon data centers near Talen's gas-fired power plant through a co-location arrangement to enhance power supply efficiency, but the opposition prevented this strategic initiative from materializing.
- Current Power Supply Status: Talen Energy currently supplies electricity to an Amazon data center co-located with the Susquehanna nuclear power plant in another part of Pennsylvania, indicating the company's significant role in the power supply chain.
- Future Development Plans: Despite the denial of the rezoning request, Talen Energy stated it would continue to pursue data center development, demonstrating the company's resilience in the face of community opposition and confidence in future market demand.
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- Rezoning Request Denied: The Montour County Commission in Pennsylvania denied Talen Energy's request to rezone hundreds of acres for a data center, highlighting strong local opposition concerned about rising power bills and environmental damage.
- Community Opposition: Residents' sustained opposition over several months has created significant hurdles for Talen Energy, illustrating the local challenges faced by the U.S. data center expansion amid substantial investments from Big Tech companies.
- Future Development Plans: Despite the rejection, Talen Energy stated it would continue discussions with local leaders and residents, aiming to refine its plans based on community feedback, demonstrating its commitment to aligning with local priorities.
- Industry Impact Analysis: Analysts suggest that Talen and Amazon may either intensify efforts in Montour County or seek alternative brownfield sites in Pennsylvania, reflecting the potential ramifications of local opposition on expansion plans within the power and tech industries.
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- Data Center Accountability: The new plan requires data centers to pay for new generation capacity regardless of their actual power usage, shifting more responsibility onto them and potentially increasing their operational costs.
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