DTE names sites, costs for 2 Gas Plants, ~300 mmcf/d of M-U Demand. September 29, 2026 Last month Marcellus Drilling told you DTE Energy was about to ask Michigan regulators for permission to build two new natural gas-fired power plants totaling 2,100 megawatts (MW) (see DTE Asks Michigan for 2 Gas Plants - 2,100 MW of New M-U Demand). On Thursday, Sept. 24, the formal ask landed. DTE Electric filed its 20-year Integrated Resource Plan (IRP) with the Michigan Public Service Commission (MPSC), and this time the plants come with addresses, price tags, and dates. A 1,400 MW combined-cycle plant in Handy Township (Livingston County) would cost $3.9 billion and come online by the end of 2031. A 700 MW plant in Milan Township (Monroe County) would cost $2.5 billion and come online by the end of 2032. Together, they replace the 3,066 MW coal-fired Monroe Power Plant, which will shut down in two stages in 2028 and 2032. Michigan produces very little gas of its own, and both sites sit close to pipelines that carry Marcellus/Utica gas into the state.

DTE seeks two new natural gas plants, more nuclear in energy plan. The Detroit News Updated Sept. 24, 2026, 1:38 p.m. ET DTE Energy Co. plans to build two natural gas plants, upgrade its Fermi 2 nuclear plant, and expand renewable energy over the next two decades in order to meet a large increase in electricity demand, according to a long-term plan it will submit Sept. 24 to the Michigan Public Service Commission. The Detroit-based utility company expects to roughly double its energy supply over the next 20 years. It pointed to economic development, increasing use of electricity-powered appliances and vehicles and adoption of home solar and other distributed generation sources as reasons for shifts in customer demands. The company did not mention data centers, the power-hungry and widely unpopular engines of the artificial intelligence industry that are being developed throughout Michigan. Leaders of both DTE and Consumers Energy have told shareholders they are working with tech companies to develop deals to power the facilities. In its last request for a rate increase, DTE executives said they would pause future rate hikes if Oracle and OpenAI's Saline Township data center opens as planned. Every five years, regulated utilities are required to submit their plans for meeting expected energy demands over the next 20 years to the Michigan Public Service Commission. The filings are called integrated resource plans. Consumers Energy filed its integrated resource plan early this month. The company also intends to build two additional natural gas plants at former industrial sites in Bay and Genesee counties and expand its renewable energy portfolio. Advocacy groups and the Michigan Attorney General typically intervene in the cases and can then negotiate the terms of the plans. The public also can submit comments on the plan. The Environmental Law & Policy Center, a Chicago-based nonprofit law firm that represents environmental groups in other energy cases before the MPSC, plans to intervene in DTE's long-term planning case. "It is immediately apparent that DTE failed to comprehensively incorporate virtual power plants and other flexible resources into its plans," said Daniel Abrams, senior associate attorney for the Environmental Law & Policy Center. "Our focus in this case will be on modeling and demonstrating that there are more cost-effective solutions out there for customers than new natural gas." DTE's long-term energy plan was developed based in part on customer feedback, CEO Joi Harris said in a Sept. 24 statement. The company hosted 15 engagement sessions and surveyed more than 1,500 household and business customers. "We listened closely to our customers throughout this process, and this plan reflects what they told us matters most to them: reliable power, affordable bills and a practical path to a cleaner energy future," she said. "It balances those priorities while ensuring Michigan has the energy it needs to continue growing for decades to come." How DTE plans to change its energy mix. DTE and other utilities are required to cut their carbon emissions under Michigan's clean energy laws adopted in 2023. They must use 80% clean energy by 2035 and 100% by 2040. DTE's future energy mix will rely more heavily on renewable power, such as solar and wind, the company said. It plans to expand its use of renewables, energy efficiency tactics and carbon capture and storage to meet the standards set by state law. Central to its plans to decarbonize its power supply is DTE's promise to stop using coal by 2032. It will start closing the coal-fired Monroe Power Plant in 2028 and finish in 2032, the company said Thursday. The Monroe plant can generate about 3 gigawatts of power. That means DTE needs to replace the power it gets from coal while also expanding its production to meet a huge growth in its expected demand. To do it, DTE plans to add 15 gigawatts of renewable energy capacity and battery systems that can store another 4.5 gigawatts of power. It also plans to build two new natural gas plants that will generate 2.1 gigawatts. It will also upgrade Fermi 2 in 2036 to expand the plant's production by 177 megawatts. Although it relies on uranium, which is mined from the earth, nuclear power does not release carbon dioxide. That sets it apart from fossil fuel sources like gas and coal. Other plans to help reduce customers' energy use will help DTE manage demand, the company said. Next year, just 23% of DTE's power will come from renewables. Another 33% will come from natural gas, 18% from coal, 14% from energy storage and 5% from sources like demand response, energy efficiency, third-party contracts and hydrogen-fired turbines. It expects to have 16 gigawatts of capacity. By 2046, DTE expects just over half of its power to come from renewables. Another 18% would come from energy storage systems, 19% from natural gas, 4% from nuclear power and 6% from other sources. The utility company expects to have 33 gigawatts of capacity.

DTE Energy Company announces retirement of David A. Thomas from Director role, effective September 3, 2026. Published on 09/04/2026 at 05:03 pm EDT S&P Capital IQ On September 1, 2026, David A. Thomas, Director of DTE Energy Company, announced his intent to retire from the Board of Directors effective as of September 3, 2026. Dr. Thomas's decision to retire after 13 years of service is not a result of any disagreement with management or the Board. (C) S&P Capital IQ - SEC Form 8k - 2026