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CLAIM #45556 · Nextera Energy Inc (NEE) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2035

And when you unpack that 15 to 35 gigawatts, the composition of it is roughly six gigawatts of gas-fired generation by 2035, and it's going COD by 2035

John Ketchum · CEO

PENDING
graded after results covering Dec 31, 2035 are reported

How to check this claim

Look at: Gas-fired generation capacity reaching commercial operation date (COD), cumulative, gigawatts

It came true if: Cumulative gas-fired COD capacity >= 6 GW by year-end 2032

Where: Company-disclosed generation capacity/COD figures (10-K, investor presentations, or earnings call commentary)

In context

ally as long as we can do, you know, through 2032 what we've done over the last ten or twenty years, we're gonna be in great shape. Right? I mean, we're counting on, you know, market share that is very consistent with what we've been able to achieve over the last one to two decades. In renewables, it's about 15% to 20%. In storage, about 20% to 30%, and in gas, through 2032, it's only 5% to 10%, you know, market share. You know? So we feel very good, first of all, with the base forecast. Second, when you mentioned the 15 by 35, one of the things that I wanna make really clear is that 15 by 35 is just an origination channel. Right? That's a program that we have on the origination side to hit those very reasonable, very realistic development expectations. It's one of many ways to get there. And when you unpack that 15 to 35 gigawatts, the composition of it is roughly six gigawatts of gas-fired generation by 2035, and it's going COD by 2035, you know, to hit that. And it's a mix of renewables and storage for the balance. So we feel good about where we stand. We hope to be able to do, you know, a little bit better than that. Actually, let me make one clarification. That's six gigawatts of gas by 2032. I said 2035. By 2032. Julien Dumoulin-Smith: And second, let me talk about the milestones for Florida real quick, and then we'll turn things over to Armando to add some points on Florida. For FPL, we feel really good about where things stand. Right now, we have, you know, 20 gigawatts of interest in Florida. And we have advanced discussions with, you know, customers on roughly nine gigawatts for all the reasons that I had in my prepared remarks. Florida is a terrific data center opportunity for the right partner. I think folks s

Verify independently

SEC filings for NEE · Claim quote is verbatim from the 2025Q4 earnings call.