CLAIM #45558 · Nextera Energy Inc (NEE) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“But my expectation is, as I answered the question before, is that in 2026, based on what we are seeing, the interest that we are seeing on the ground here in Florida and particularly in the FPL service territory, that there will be some announcements in 2026.”
John Ketchum · CEO
How to check this claim
Look at: New large-load (e.g., data center/hyperscaler) customer announcements in FPL service territory
It came true if: At least one publicly disclosed large-load customer/data center announcement in FPL territory during 2026
Where: Company press releases, earnings call commentary, or SEC filings (10-K/8-K) referencing new large-load agreements in FPL service territory
In context
“reciate it. John Ketchum: Thanks. So look. Customers want to make sure that when they're plopping down the $10 billion or so for all the capital that's needed for one of these that they're in a place that they feel comfortable long-term. And while we have a tariff, there is current legislation being discussed up in Tallahassee that may make a difference in terms of water usage, may make a difference in terms of items that hyperscalers or large load company entities can get from local municipalities or from the state. And waiting to see how that shakes itself out. Scott answered a question before, what's going on in Tallahassee. We feel quite comfortable that we are going to get to a very constructive outcome in terms of what data centers have to look at in order to do business in Florida. But my expectation is, as I answered the question before, is that in 2026, based on what we are seeing, the interest that we are seeing on the ground here in Florida and particularly in the FPL service territory, that there will be some announcements in 2026. So again, I expect there to be a constructive outcome to the legislation that's being discussed up in Tallahassee. And I also think it's very likely that we will have announcements in 2026 regarding large load in our service territory. Nicholas Campanella: Great. Thanks. Sorry to make you repeat yourself. And then maybe just a quick update on supply chain. I know you have the four to eight gigawatt gas target, and you talked about having secured supply for four gigs. Just when would you kind of secure the additional four? And where do you see pricing right now through 2032? And availability? Thank you. John Ketchum: Yes, Nicholas. So first of all, we have the four-gig position on gas, which we would put against the opportunity set, mainly those data center hub opportunities that we see an”
Verify independently
SEC filings for NEE ↗ · Claim quote is verbatim from the 2025Q4 earnings call.