AEE: Other company developments

ITEM 8.01 Other Events. On September 28, 2026, Union Electric Company, doing business as Ameren Missouri (“Ameren Missouri”), filed its non-binding integrated resource plan (“2026 IRP”) with the Missouri Public Service Commission (“MoPSC”). The 2026 IRP includes Ameren Missouri’s preferred plan for reliably meeting customers’ projected long-term energy needs in a least cost manner. The 2026 IRP reflects forecasted energy demand growth assumptions for the preferred plan and high load growth scenarios ranging from approximately 2.9 to 3.9 gigawatts (“GW”) by 2030, 5 to 6 GW by 2035, and 6 to 9 GW by 2045. The preferred plan reflects significant investments in natural gas-fired generation, renewable resources, battery energy storage, and new nuclear generation while retiring coal and certain existing natural gas-fired energy centers, including: · the addition of 2,100 megawatts (“MW”) of combined-cycle natural gas generation resources by 2031, an additional 2,800 MW by 2035 and a further 1,400 MW by 2042; · the addition of 1,900 MW of simple-cycle natural gas generation resources by 2029 and an additional 2,400 MW by 2045; · the addition of 500 MW of natural gas fuel cells by 2030; · the addition of 1,300 MW of solar generation by 2030 and an additional 1,050 MW by 2035; · the addition of 1,500 MW of wind generation by 2040; · the addition of 2,400 MW of battery energy storage by 2030; · the addition of 1,200 MW of new nuclear generation by 2040; · extending the retirement date of two units at the Labadie coal-fired energy center from 2036 to 2042; · retirement of approximately 1,800 MW of natural gas-fired energy centers by 2040; · the continued implementation of customer energy efficiency and demand response programs; and · the expectation that Ameren Missouri will seek