Capital Plan ExpansionDTE's refreshed 5-year capital plan of $36.5B was due to a 1.4GW Oracle deal and cleaner generation investments, indicating significant growth potential.
Earnings GrowthHyperscalers in Michigan are now willing to sign demand response agreements, which could pull forward earnings growth for DTE.
Strategic ContractsDTE filed its Oracle contract with agreements that include a 19-year supply contract and 15-year storage agreement, which is expected to deliver lower residential bills and a significant portion of DTE's cost of service.