We didn't get any further information on the immense Ohio natural gas power plant in last night's State of the Union message but as a possible consolation prize for the hyper-concentrated mini-portfolio we see this from Construction Review, February 17:
Central Ohio is poised for a major electricity upgrade as PJM Interconnection has approved a 300-mile, 765-kV transmission line. The project will strengthen the region’s grid, support rising power demand, and fuel ongoing economic growth in the Columbus area.
The initiative, developed through the joint venture Grid Growth Ventures, LLC — a partnership between Transource Energy, LLC (AEP + Evergy) and FirstEnergy Transmission, LLC — includes approximately 300 miles of new 765-kilovolt (kV) transmission lines and upgrades to multiple substations across central Ohio.
Powering Growth at Scale
Central Ohio is experiencing a surge in electricity demand driven by new data centers, manufacturing facilities, and increasing adoption of electric vehicles. The 765-kV lines will provide a reliable backbone for this growth:
A single 765-kV line can supply power to roughly two million homes — enough to serve the entire Columbus metropolitan area twice over....
Although the application to the system operator, PJM does not name the contractor that will actually string the lines we do know that one of the ultimate joint venture partners, American Electric Power, is comfortable with Quanta Services. From AEP, November 5, 2026:
American Electric Power (Nasdaq: AEP) today announced long-term strategic agreements with Quanta Services, Inc. (NYSE: PWR) designed to position AEP to execute on its announced $72 billion capital plan including delivery of high-voltage transmission, while enhancing supply chain resilience and expanding development capabilities to serve customers, including the rapidly growing data center market.
The collaboration includes a Cooperation and Commitment Agreement for transmission projects, and a Development Services Agreement for large transformer and breaker manufacturing. Together, these efforts position AEP and Quanta to deliver greater efficiency, constructability and certainty in meeting the energy needs of customers today and in the future.
Under the Cooperation and Commitment Agreement, AEP and Quanta will collaborate on the design, engineering, procurement and construction of 765 kV and other high-voltage transmission facilities. The partnership agreement combines AEP’s deep operational and development expertise, gained by being the first and the largest 765 kV operator in the United States, with Quanta’s proven track record of large-scale project execution as the most experienced 765 kV constructor in the United States, improving cost predictability, enhancing delivery certainty and providing a proven operational structure. AEP and Quanta will leverage the strength of this partnership to bring the benefits of 765 kV transmission to AEP's traditional operating footprint as well as surrounding markets....
....MUCH MORE
Quanta Services stock is flat (up a few pennies) following yesterday's $19.10 jump, $568.43 last.
And though we got no clarity on GE Vernova's possible participation in the power plant the stock is up another $9.06 (+1.03%) following yesterday's $48.03 pop, $888.79 last I saw.
