- Utilities Sector Wrap - Feb 21Policy rulings and project deployments set a mixed tone for utilities. Evergy's big capex plan and new renewables projects face offsets from EPA rollbacks and DOE funding cuts.
- Utilities Navigate Policy Shakeup, Growth Signals - Feb 21Policy turmoil from a Supreme Court ruling and EPA rollbacks is colliding with active project builds and rising utility capex. Heading into the long weekend, investors should weigh near-term regulatory risk against long-term clean energy demand.
- Utilities Navigate Policy Shake-Up - Feb 20Today brought a major Supreme Court ruling, fresh funding for EV chargers, big utility capex plans, and regulatory reversals that leave the sector split. Read what moved utilities and what to watch next.
- Utilities Sector Sees Renewables Momentum - Feb 20Renewables and storage lead the Utilities story today as offshore wind projects restart, Octopus commits nearly $1B in California clean tech, and new battery and EV charging options expand customer choices. Here's what you need to know for Feb 20.
- Utilities: Clean Energy Momentum and Risks - Feb 19Policy wins and fresh capital are supporting renewables, but utility operators still face a data gap and cybersecurity headaches. Read what moved the sector today and what to watch next.
- Utilities Mixed Signals on Feb 19Policy fights, big gas plants and select clean-energy wins leave utilities a mixed bag today. Read what matters for your holdings and which catalysts to watch.
- Utilities Sector Roundup - Feb 18A day of contrasts for utilities: big gas plants and nuclear AI moves countered by offshore wind setbacks and regional efficiency gaps. Read what happened, who was involved, and what you should watch next.
- Utilities Sector Moves on Growth, Grid, Policy - Feb 18Utilities are seeing deal activity and grid upgrades alongside policy and legal friction. Today’s briefing covers a $1.9B asset buy, transmission wins, solar service rollouts, and regulatory risks.
- Utilities Sector Momentum - Feb 17 WrapPortland General Electric's $1.9B PacifiCorp buy and PJM's 300-mile transmission pick drove the headlines today. State solar policy, O&M upgrades and new cybersecurity standards round out a bullish infrastructure-led theme.
- Utilities: Mixed Signals on Renewables - Feb 17Utilities face a day of mixed signals as storage and floating solar projects advance while policy shifts and rising water demand create headwinds. Read what you should watch today.
- Utilities: Grid Growth and Water Risks - Feb 16Storage wins, rising EV adoption and heat-pump economics signal expanding electricity demand, while AI-driven water needs and a new gas plant add planning challenges. Here's what you should know.
- Utilities Sector Picks Up Clean Momentum - Feb 16EV adoption and community energy programs are accelerating demand for power and distributed resources. FirstEnergy plans a major gas plant but also adds three solar projects, underscoring a mixed but transition-driven outlook.
- Utilities: Mixed Signals Feb 15Advanced nuclear fuel approval and new TOPCon solar entries bolster long-term clean power prospects, while a 1.2-GW gas plant and weak Tesla sales in Europe highlight short-term tradeoffs. Read what you should watch next.
- Utilities: Storage, Nuclear & EPA Shift, Feb 15Storage deals, a first-ever NRC license for TRISO fuel, and accelerating EV demand sit alongside a major EPA reversal. Investors should weigh infrastructure upside against clear policy risk.
- Utilities Update: Storage, Nuclear, Policy Shifts - Feb 14Long-duration storage deals and an NRC milestone move the utilities transition forward, even as the EPA rescinds a core climate finding. Read what you should watch heading into the holiday weekend.
- Utilities Sector Brief - Feb 14Regulatory upheaval from the EPA sits alongside tangible wins: the NRC cleared a commercial TRISO fuel line and California committed to 50 MW of long-duration storage. Read what you should watch heading into the long weekend.
- Utilities Face Regulatory Shock, Storage Wins - Feb 13A sweeping EPA rollback on greenhouse-gas rules dominated today, creating policy uncertainty for utilities even as long-duration storage deals and grid AI advances offered counterpoints. Read what moved the sector and what you should watch next.
- Utilities Morning Briefing, Feb 13Fusion progress and DOE AI plans signal transformational tech for utilities, but coal bailouts and weaker EV demand weigh on near-term growth. Read what you should watch today.
- Utilities Momentum: EV, Solar, AI — Feb 12EV charging surges, Cuba sets solar records and the DOE outlines 26 AI challenges that could speed plant deployment. Today’s moves point to accelerating demand and tech-driven grid change.
- Utilities: VPP & Grid Tech Momentum - Feb 12VPPs, home batteries and grid automation drove the headlines for utilities today, led by a $102M Lunar Energy round and new SolarEdge-WeaveGrid tie-up. Read what you should watch and how this could affect your utility exposure.
- Utilities Wrap-Up: Grid Tech & Policy Shift - Feb 11Today’s utilities news mixed growth and risk. Big funding and partnerships for VPPs, EV charging builds, and completed solar projects contrast with federal policy rollbacks and research layoffs.
- Utilities Snapshot: Clean Energy & Grid - Feb 11Today’s utilities briefing covers EV demand shifts, a new Toyota BEV, a $45,990 Nissan PHEV, $35B in lost clean-energy projects, and grid tech advances you should watch. Read what matters for your utility positions.
- Utilities: Clean Energy Gains and Policy Headwinds - Feb 10Today’s utilities wrap shows practical wins — a Colorado college saves millions with geothermal and Rolls‑Royce unveils hydrogen-ready plants — offset by a $35B clean-energy investment loss. Read what it means for your portfolio and what to watch next.
- Utilities: Storage, Gas Builds and Policy Risks - Feb 10Battery storage deals, a $4 billion gas plant award, and major utility capital plans highlight growth in the sector, while offshore wind policy moves and hydropower risks add regulatory uncertainty. Read what matters for your portfolio today.
- Utilities: Grid Buildout Meets Policy Headwinds - Feb 9 WrapUtilities moved between growth and risk today as battery storage, offshore wind and major gas projects advanced while policy and environmental issues resurfaced. Read what matters for your positions and the catalysts to watch.
- Utilities: Storage, EV Demand, China CO2 - Feb 9A $232M capital raise for a US home storage startup, signs China’s aluminum CO2 peaked in 2024, and 132 Chinese EV makers eye Canada. Here’s what utilities investors should watch.
- Utilities: Storage, EVs and Decarbonization - Feb 8A mix of decarbonization, EV expansion, and big residential storage funding set the tone for utilities heading into the week. Read what those developments mean for grid demand and select stocks.
- Utilities: SMRs, Grid Upgrades & EV Policy - Feb 8A mixed weekend for utilities: nuclear small modular reactor deals and PG&E grid tests point to infrastructure upside while Stellantis' $26B EV retreat and hydrogen doubts temper electrification demand. Here’s what you should watch heading into Feb 9.
- Utilities Sector Wrap - Feb 7Mixed signals for utilities heading into the long weekend: Stellantis' big EV write-down and Tesla Powerwall headwinds clash with PG&E grid trials, Rolls-Royce SMR deals, and Xcel supply pacts. Read what you should watch next.
- Utilities Sector: Grid Innovation Leads - Feb 7Strategic deals and pilot deployments stole the headlines in utilities, from Xcel’s 6 GW supply pacts to Rolls-Royce SMR’s control-system supplier and PG&E’s SPAN Edge trial. Read what you should watch heading into the long weekend.
- Utilities Wrap: Grid, SMRs, Deals - Feb 6Utilities saw deal-making and tech pilots today as Rolls-Royce advanced SMR controls, Xcel locked supply for 6 GW of data center load, and PG&E greenlit a meter upgrade pilot. Investors should watch supply-chain ties and grid modernization catalysts heading into next week.
- Utilities Sector: Grid & Clean Energy Moves - Feb 6Xcel locks supply for up to 6 GW of data center demand, the government drops an appeal on retroactive solar tariffs, and regulators reorganize to speed nuclear licensing. Read what you should watch today.
- Utilities Sector Wrap - Feb 5Today’s utility headlines ranged from nuclear permitting and AI pilots to fresh pressure on solar margins and module supply. This wrap explains market reactions, what to watch, and how you might position for the near term.
- Utilities Sector Momentum Builds - Feb 5Record EV sales in Latin America, a €3bn EIB clean-transition facility, and $1.5B in storage financing highlight accelerating electrification. Here’s what you should watch today for utilities investors.
- Utilities: Storage Funding and Solar Deals - Feb 4Utility and clean-energy players closed the day with financing, tech partnerships and policy tailwinds. A $1.5B storage facility, new solar+storage integrations and grid controls led headlines.
- Utilities: Grid Upgrades and Storage Momentum - Feb 4Utilities are seeing momentum from new solar capacity, grid intelligence platforms, and the launch of regular storage market reports. Investors should watch storage data, grid modernization entrants, and project supply risks.
- Utilities: Grid Tech, Storage, Solar Momentum - Feb 3Utility innovators stole the show at DTECH with new grid intelligence platforms and resiliency tools, while large solar and BESS deals added supply and deployment momentum. Read what moved the sector and what you should watch next.
- Utilities Grid Tech Momentum - Feb 3DTECH and POWERGEN drove a wave of product launches and pilot projects that boost grid resilience and data center-grid integration. Schneider, Xylem and EPRI headlines set up near-term catalysts for utilities.
- Utilities: Grid Modernization Momentum - Feb 2Utilities news today was dominated by grid modernization, from EPRI’s expanded DCFlex demos to vendor interoperability and new SF6-free gear. Policy support and tech showcases at DTECH add momentum for utility investors.
- Utilities: Storage, AI and Quantum Momentum - Feb 2Innovations in solar plus storage, AI-ready data, IBM quantum work, and a low-footprint pumped hydro design are pushing the utilities sector forward. Read what these developments mean for your portfolio today.
- Utilities: EV Chargers, Orbital Solar and Grid Risks - Feb 1EV charging expansion and ambitious solar concepts headline utilities-related tech, while questions about Canadian hydro reliability remind investors to weigh supply risks. Heading into Monday, monitor $TSLA, $WMT, $KR and utility supply signals.
- Utilities Outlook: Key Moves and Risks - Feb 1Utilities face mixed signals heading into February. Infrastructure wins and rising demand contrast with affordability pressure and reliability questions for regional imports. Read what you should watch.
- Utilities: Mixed Signals Ahead - Jan 31Utility headlines are mixed heading into February, with $GE turbine order strength and AI-driven demand on one side and coal legal fights, affordability pressures and pipeline underuse on the other. Read what matters for your holdings.
- Utilities Sector Briefing, Jan 31Policy-driven EV gains and rising turbine orders boost long-term demand for utilities, but affordability, hydro reliability and legal fights add near-term risk. Read what you should watch heading into the week.
- Utilities Mixed Signals on Grid, Clean Energy - Jan 30Today's utilities news is a mixed bag: strong tech and distributed energy momentum clashing with reliability questions and affordability pressure. Read our evening wrap for what you need to know going into Monday.
- Utilities Sector: Grid Warnings, Project Wins - Jan 30NERC warns grid risk is rising as demand from AI and data centers outpaces resources, while Vineyard Wind gets a court reprieve and Intersolar Africa spotlights solar growth. Read what this means for your utility exposure today.
- Utilities Face Grid Strain and Policy Shifts - Jan 29NERC's long-term reliability assessment and Winter Storm Fern put strain on the grid while DOE rescinds a $1.8B APS loan. Renewable wins and industry moves provide limited relief.
- Utilities Expand Storage, Solar Momentum - Jan 29Storage partnerships and new solar manufacturing are the headlines for utilities this morning. Projects from Baker Hughes to community solar deals show growth, while policy shifts warrant attention.
- Utilities Sector Up on Storage, Solar, Manufacturing - Jan 28Storage deals, community solar buys and new manufacturing moves drove the utilities conversation today. Investors should watch Baker Hughes' CAES tie-up, Luminace's 9.3 MW purchase, and Exowatt's data center push.
- Utilities Momentum: Solar, Grid, EV Wins - Jan 28Policy and project wins set a positive tone for utilities on Jan 28. New solar and community projects came online, a court forced EV charger funds to flow, and major financing backed growth.