CenterPoint는 부하 증가에 대응하기 위해 10년 자본 계획을 40억 달러 확대했으며, 2035년까지의 투자 계획은 약 710억 달러에 이르게 되었습니다.

CenterPoint Energy expects 14 GW of new demand to come online through 2030. On Tuesday, during its third-quarter earnings call with analysts, company officials said the utility has added $4 billion to its 10-year capital investment plan.

Total planned capital expenditures through 2035 now stand at $70.7 billion, up from the $66.7 billion the company announced in July. CenterPoint has also accelerated about $1.5 billion of capital spending into the first half of the plan, which, together with the new funding, drives a $4.5 billion increase in planned investment through 2030.

Of the planned capital expenditures, $51.5 billion will go to the electric side and $19 billion to the company's natural gas operations. The remainder will be spent at the corporate level.

CenterPoint has improved system reliability by 40% since 2024 and intends to file its next System Resiliency Plan by the end of 2027. The company also initiated 2027 non-GAAP earnings per share guidance of $2.07 to $2.09 per share, which is up 9% over the midpoint of its 2026 guidance.

"This incredible demand is creating a powerful multiplier effect, as large industrial expansions drive broader commercial growth across our service territory," said Jason Wells, CenterPoint's chairman, president and CEO, on the call. "Notably, industrial and commercial leasing activity in the Houston area is up more than 30% from last year."

Wells added that CenterPoint has received nearly 1 GW of distribution-level load requests in the past year. Company officials said the expected 14 GW of demand growth should generate $5 billion in customer savings across Texas over the next 10 years.

Wells said that earlier this year, CenterPoint began an internal transmission study focused on increasing load-serving capacity in three key areas: import transmission capacity, system stability and intra-regional transmission capacity. "To replenish that capacity and sustain the region's competitive advantage for the next wave of demand," he said, the company has identified more than a dozen projects across these areas. "This capacity is needed in the near term, as we already have requests for significant additional demand that we anticipate submitting in Batch One next year," Wells said.

CenterPoint has submitted 17 GW of projects to the Electric Reliability Council of Texas' large-load interconnection process and expects 12 GW to be eligible as base load or studied load. The first set of projects to move through the new process is called Batch Zero. Applications for Batch One will open in summer 2027.

Beyond the $4 billion capital expenditure increase, Wells said, "we continue to see at least $10 billion of additional investment opportunities through 2035." These opportunities are driven by transmission infrastructure to support Houston's growth, resiliency efforts and large-load opportunities in Indiana.

"These incremental opportunities, combined with the investments announced today reinforce our confidence in delivering sustained double-digit rate-based growth over the course of our 10-year plan," Wells said.

In the third quarter, the utility reported net income of $331 million, or 50 cents per diluted share, compared with 45 cents per diluted share in the same period of 2025. CenterPoint also extended its expectation for non-GAAP earnings per share growth at the mid-to-high end of its 7% to 9% annual range through 2030.