Talen Energy: Supply And Demand Have Never Been So Far Apart

Group 1 - The PJM grid has experienced over 20 years of stagnant demand growth and declining investment, leading to a significant disparity between supply fundamentals and future demand [1] - The current situation indicates that the fundamentals of supply and future demand have never been so far apart, suggesting potential investment opportunities in the energy sector [1] Group 2 - The author has a professional background in the Nuclear Power industry, which provides insights into evaluating equities for long-term investment [2] - The focus is on income-producing equities and rental real estate properties, emphasizing cash flow and long-term appreciation as key investment strategies [2]