Energy Sector Vulnerability - Iraq's electricity grid experienced a 15% generation capacity loss [1] - The loss was triggered by a more than 50% reduction in gas supplies from Iran [1] Geopolitical Risk - Iraq's reliance on Iranian gas exposes its energy sector to external shocks [1]

Your electricity bill is going up and the reason is AI. AI tools like Chat GPT require massive data centers that need enormous amounts of power and the strain on the electric grid is causing prices to rise. PJM, a company that manages electricity for 13 states and the District of Columbia, says that electric costs have already gone up by $9.4% billion.And this rise is directly related to the increase in data centers. That cost gets passed to businesses and households like yours. AI data centers now use 4.4% ...

This would be incredibly destructive to America!Michael Thomas (@curious_founder):The US will need ~450 GW of new electricity generation capacity by 2030 to meet rising demand from data centers, reshoring, etc.And the Senate is about to vote on a bill that could wipe out ~500 GW of potential energy generation capacity. https://t.co/BqUDmaKYqQ ...

Core Insights - Nuclear power plants are recognized for their high-capacity factor, providing a reliable source of baseload electricity compared to intermittent renewable sources [2] - The U.S. aims to increase nuclear energy capacity from 100 GW to 400 GW by 2050 through executive orders issued by President Trump [4] - The demand for clean electricity is rising due to factors like AI data centers, urbanization, and electric vehicles, making nuclear energy stocks attractive [5] Constellation Energy's Position - Constellation Energy operates the largest nuclear fleet in the U.S., generating nearly 90% carbon-free energy annually [6] - The company plans to invest $3 billion to $3.5 billion in capital expenditures through 2026, with 35% allocated for nuclear fuel [10][16] - Constellation Energy's return on equity (ROE) is 21.93%, indicating efficient capital use compared to Duke Energy's 9.88% [10][14] Duke Energy's Position - Duke Energy's nuclear operations provide reliable, low-carbon electricity, helping meet climate goals and federal regulations [8] - The company received approval to extend operations of its largest nuclear plant for an additional 20 years, supporting its clean energy strategy [8] - Duke Energy anticipates capital expenditures of $190-$200 billion over the next decade, with a significant portion for clean energy transition [17] Financial Performance Comparison - Constellation Energy's earnings per share (EPS) estimates for 2025 and 2026 increased by 0.75% and 3.78%, respectively, while Duke Energy's estimates remained flat or slightly decreased [10][12][14] - Constellation Energy's dividend yield is 0.49%, significantly lower than Duke Energy's 3.61% [18] Investment Outlook - Both Constellation Energy and Duke Energy have potential for growth in the energy sector, but Constellation Energy is favored for its better earnings growth and ROE [19][20]

文 | 天津市发展和改革委员会 2025年6月16日，天津市发展改革委就《 关于优化我市峰谷分时电价机制有关事项的通知（征求意见 稿） 》公开征求意见。根据文件，天津市的分时电价政策将做两方面调整： 1）拉大峰谷价差至4:1。 2）除7、8月以外，中午12:00~14:00执行2个小时谷段电价。 同时，意见稿强调 未形成分 时价格的,结算时用电价格按本通知规定浮动比例执行，其中上网环节线 损费用折价、系统运行费用折合度电水平、政府性基金及附加、两部制电价的基本电费、功率因数调整 电费不参与浮动。 天津市6月份的工商业代售电价格： 2025年6月，天津市的销售侧，不同电压等级的峰、平、谷电价为0.3445~1.1453元/kWh。 | | | | 非分时电度电价 | | | 其中(元 / 千瓦时) | | | | 分时电度电价(元/干瓦时) | | 容(雲) 置用电价格 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 用电分类 | | 电压等级 | (元 / 千瓦时) | 代理 ...

Solar power in China will exceed ALL sources of electricity combined in the USA in 3 to 4 years. Wake up call.Jesse Peltan (@JessePeltan):Solar in China generated ~1/3 as much as *all* U.S. generation last month.And it’s doubling every 2 years. https://t.co/skslDrrJKX ...

Core Insights - Electricity supply costs have surged this summer, accounting for nearly 60% of a family's bill in the service territory, prompting JCP&L to implement a $30 deferral credit for residential bills in July and August, which will be recovered through a $10 monthly charge from September to February [1][4] Group 1: Rising Supply Costs - The increase in supply costs is attributed to a combination of rising demand and reduced supply due to power plant retirements, leading to a spike in Basic Generation Service (BGS) rates, which increased the average residential bill by 19.6% [4] - The average residential customer of JCP&L uses 777 kilowatt-hours (kWh) per month, and JCP&L passes supply costs directly to customers without markup [4] Group 2: Customer Assistance Programs - JCP&L has introduced several initiatives to assist customers, including a limited suspension of service shut-offs, waived reconnection fees, enhanced deferred payment agreements allowing up to 24 months for past-due balances, and bill assistance programs for income-eligible customers [8] - Additional energy efficiency tools and resources are available, such as the Home Energy Analyzer, HVAC rebates, and tips for saving energy without sacrificing comfort [8] Group 3: Company Overview - FirstEnergy operates one of the nation's largest investor-owned electric systems, serving over six million customers across multiple states, including New Jersey [6]

Actually, humanity is only about 1% of the way towards a Type I civilization.We could generate at least 2 orders of magnitude more electricity than we do now.Rui Huang (@RuiHuang_art):Type I: A civilization capable of harnessing and utilizing all the energy available on its home planet, including all forms of renewable and non-renewable energy (e.g., solar, wind, geothermal, fossil fuels). This would require global cooperation and advanced technology to manage ...

文 | 中关村储能产业技术联盟 联系电话及传真：029-63913621 陕西省发展和改革委员会 2025年6月5日 附件 关于调整分时电价政策有关事项的通知（征求意见稿） 各设区市发展改革委 、 杨凌示范区发展改革局，国网陕西省电力有限公司，陕西电力交易中心，各增量配电网： 关于再次公开征求《关于调整分时电价政策有关事项的通知（征求意见稿）》意见的公告 为充分发挥分时电价信号作用，引导用户削峰填谷、促进新能源消纳及支持储能产业发展，服务新型电力系统建设和保障电力安全稳定供应，根 据《国家发展改革委关于进一步完善分时电价机制的通知》（发改价格〔2021〕1093号）精神，结合我省实际，在前期征求意见的基础上，我 们进一步修改完善了《关于调整分时电价政策有关事项的通知（征求意见稿）》，即日起再次向社会公开征求意见，欢迎社会各界人士积极建言 献策，提出宝贵意见。 公开征求意见时间截止到2025年6月12日，意见建议电子版请反馈至邮箱fgwjgc@shaanxi.gov.cn。 为充分发挥 分时 电价 信号 作用， 引导用户削峰填谷、促进新能源消纳及 支持储能产业发展， 服务新型电力系统建设 和 保障电力安全稳定 ...

Core Viewpoint - Ellomay Capital Ltd. reported its indirect share in Dorad Energy Ltd.'s financial results for the three months ended March 31, 2025, highlighting its 9.4% ownership through Ellomay Luzon Energy [1][3]. Financial Performance - Dorad's revenues for the three months ended March 31, 2025, were approximately NIS 610.6 million, with an operating profit of approximately NIS 76.9 million [7][15]. - The financial results indicate that Dorad's electricity demand is seasonal, with higher consumption during winter and summer months, affecting revenue and operational performance [4]. Financial Statements Overview - The financial statements of Dorad were prepared in accordance with International Financial Reporting Standards and will be included in Ellomay's financial results for the period [3]. - Dorad's total assets as of March 31, 2025, were approximately NIS 4.67 billion, with total liabilities of approximately NIS 2.31 billion and total equity of approximately NIS 1.67 billion [12][14]. Cash Flow Analysis - For the three months ended March 31, 2025, Dorad reported net cash from operating activities of approximately NIS 190.1 million, with a net increase in cash and cash equivalents to approximately NIS 1.03 billion [19][20]. Company Background - Ellomay Capital Ltd. focuses on renewable energy and power sectors in Europe, the USA, and Israel, with significant investments in solar power and other renewable projects [6][8].