other material
confidence high
sentiment neutral
materiality 0.45
Ameren Missouri files 2026 IRP with MoPSC; plans 2,100 MW gas by 2031, 1,300 MW solar by 2030
AMEREN CORP
- Forecast load growth of 2.9-3.9 GW by 2030, 5-6 GW by 2035 and 6-9 GW by 2045 underpins the preferred plan filed Sept. 28, 2026 with the Missouri PSC.
- Adds 2,100 MW of combined-cycle natural gas by 2031, plus 2,800 MW by 2035 and 1,400 MW by 2042, and 1,900 MW of simple-cycle gas by 2029.
- Adds 1,300 MW of solar by 2030 (+1,050 MW by 2035), 1,500 MW of wind by 2040, 2,400 MW of battery storage by 2030 and 500 MW of gas fuel cells by 2030.
- Includes 1,200 MW of new nuclear by 2040; Ameren Missouri expects to seek and receive NRC approval to extend Callaway's operating license beyond its 2044 expiration.
- Labadie coal units' retirement pushed to 2042 from 2036; about 1,800 MW of natural gas-fired capacity to be retired by 2040.