Browsing Tag
PJM
16 posts
Why Sunrun and Tesla’s 16 GW plan could matter in the AI electricity crunch
Sunrun, Renew Home and Tesla’s 16 GW flexible power plan links home batteries to AI data centre demand, grid relief and RUN stock sentiment.
Xos more than doubles as its Power Hub turns the AI data center power crunch into a catalyst
Xos more than doubled after launching its 2.5MWh Power Hub, containerized storage that powers AI data centers in days. A real need, but a thin micro-cap with risks.
AEP stock gains as American Electric Power lifts capital plan on data center load surge
AI needs power faster than grids can scale. American Electric Power’s $78bn plan shows why utilities are becoming the next infrastructure trade.
PSEG (NYSE: PEG): Why May 5 earnings matter for utility investors
PSEG (NYSE: PEG) heads into May 5 earnings with dividend growth, nuclear cash flow, and big capex plans. Read what could drive PEG next.
ComEd files 2028–2031 grid plan with $13bn investment tied to clean energy and load growth
ComEd’s new grid plan aims to balance clean energy demand, hyperscale loads, and affordability. See how it may reshape Illinois energy policy through 2031.
Vistra (NYSE: VST) to acquire 10 gas plants from Carlyle’s Cogentrix in $4bn deal
Vistra is buying 10 gas-fired plants from Carlyle’s Cogentrix for $4B. Find out what this deal signals about U.S. power markets and investor strategy.
From nuclear to gas and geothermal: Constellation’s Calpine buyout clears DOJ with asset divestitures
Constellation Energy’s DOJ deal clears way for Calpine acquisition. Find out what it means for U.S. power markets and investor sentiment.
FERC and NYSPSC approvals remove key hurdles in NRG Energy’s LS Power portfolio takeover
See how NRG Energy’s newly approved LS Power acquisition reshapes its generation fleet and positions the company for surging national electricity demand.
Can Nofar Energy become a major solar player in the U.S.? Over 1 GW of new projects says yes
Nofar USA adds over 1 GW of new solar projects across key U.S. markets, expanding its renewable pipeline and storage capacity. Find out what’s next.
Blackstone’s $1bn Hill Top deal: Can BX stock keep climbing as AI power demand soars?
Blackstone stock rises to US$183.82 as it acquires Hill Top Energy Center for nearly US$1B. See what this means for BX valuation, AI power demand, and investors.