The U.S. government sued Southern California Edison to help restore National Forest System lands burned in the Saddleridge wildfire near Los Angeles in 2019.Tuesday’s lawsuit seeks damages for fire suppression costs and rehabilitation stemming from the Edison International-owned utility’s alleged negligence, trespass by fire and violations of California public safety laws. Related: Edison to Open LA Fire Compensation Applications by ThanksgivingSouthern California Edison spokesperson Gabriela Ornelas said i ...

Let's do finals. Josh Brown, what do you have. Uh, Viva Systems.Last week was my best stocks in the market. Looking for a breakout. It broke out now above 300.Don't say I never gave you nothing. You talked We talked about Viva a lot this week, right. That's that you have that.Yes. Weiss was uh was bullish on that name. There it goes. There it goes.Farmer Jim uh Pacific Gas and Electric. This is a California utility. It got unreasonably smacked down uh with the wildfires earlier this year.Its liabilities are ...

US electric companies will spend almost $208 billion in 2025 and more than $1.1 trillion over the next five years, according to industry group Edison Electric Institute https://t.co/tCW9cIfMRq ...

Key Takeaways Constellation Energy expands in EV charging through investments and smart partnerships.CEG's EV solutions boost customer loyalty while adding new revenues from charging services.CEG shares jumped 101.9% in six months, outpacing the industry's 59.7% growth.Constellation Energy Corporation (CEG) not only provides renewable energy but is also focused on delivering smarter electric vehicle (EV) charging solutions. CEG portrays itself as a leader in the rapidly expanding EV charging market by makin ...

Company Overview - Consolidated Edison (Con Edison) delivers electricity to approximately 3.7 million customers, gas to about 1.1 million customers, and steam to approximately 1,500 customers through CECONY[10] - Orange and Rockland Utilities (O&R) delivers electricity to approximately 0.3 million electric customers and gas to more than 0.1 million customers[10] - Con Edison Transmission (CET) develops and invests in electric transmission projects[10] Economic Impact and Policy Alignment - Con Edison supports 40,600 jobs in New York State, including 15,100 directly employed workers[29] - The utilities' contract spending reached $2.1 billion in New York State in 2024, with $540 million going to diverse and small businesses[29] - Con Edison contributed $4.8 billion in taxes and fees in New York State in 2024, with $3.3 billion going to New York City[29] Infrastructure and Electrification - CECONY's electric delivery system is nine times more reliable than the national average[18] - The company is proactively expanding infrastructure for Hunts Point electrification in 2029[45] - The company is preparing Parkchester Substation for new electric vehicle chargers in 2029[45] Climate Resilience and Investments - CECONY has proposed roughly $645 million in resiliency project investments from 2025 – 2029 to prevent and mitigate the impact of extreme weather[71] - O&R plans to invest roughly $184 million in resiliency project investments from 2025 – 2029 to prevent and mitigate extreme weather impacts[73] Electric Vehicle (EV) Programs - CECONY has installed more than 650 DCFC and more than 14,000 Level 2 plugs through the PowerReady program[102] - O&R launched its largest single electric vehicle charging project at The Gardens at Palisades condominium complex in Pomona, NY, installing 120 Level 2 chargers, equal to ~1.4 MW[109] Emissions Reduction and Sustainability - Con Edison has reduced its greenhouse gas emissions by 55% since 2005[126] - CECONY filed a $332 million petition with the NYSPSC for four steam decarbonization projects, expecting to reduce carbon emissions from steam generation activities by 33% by 2040[127] - The company is committed to electrifying 100% of its fleet of light-duty vehicles by 2035, with an interim goal of 80% by 2030[133] Customer Affordability and Energy Efficiency - Con Edison provided customers $1.5 billion in incentives between 2020 – 2024 and has an additional $423 million planned for 2025[138] - The New York State Public Service Commission approved aggregate budgets of approximately $2.14 billion for CECONY and $110 million for O&R for Energy Efficiency and Building Electrification for 2026 – 2030[138] - As of June 2025, approximately 459,000 CECONY and O&R customers, or 14% of the customer base, are enrolled in Energy Affordability Programs (EAPs)[165]

Core Viewpoint - The demand for artificial intelligence (AI) capabilities is driving a significant increase in the need for electric grid upgrades and expansions, presenting a long-term investment opportunity in grid-related stocks [1][2][19]. Electric Grid Overview - The electric power grid consists of three main stages: electricity generation, high-voltage transmission, and low-voltage distribution [4]. - Regulated electric utility companies typically engage in all stages of the electric grid, while various other companies focus on specific segments such as design, engineering, manufacturing, and installation [5]. Investment Opportunities - Nvidia's $100 billion investment in OpenAI will require at least 10 gigawatts of power, highlighting the substantial electricity demand from AI data centers [3]. - New York City's average power demand is approximately 6.5 gigawatts, with peak demand reaching 10 to 11 gigawatts in summer [8]. Key Electric Grid Stocks - **GE Vernova**: - Market Cap: $162 billion, Forward P/E: 50.6, Expected EPS Growth: 66.2% next year, 10-Year Return: 354% since April 2024 [7][14]. - Revenue in H1 2025 grew 11% YoY to $17.1 billion, driven by a 19% increase in the electrification segment [12]. - Total backlog reached $129 billion, indicating strong demand for its products and services [13]. - **Quanta Services**: - Market Cap: $62.8 billion, Forward P/E: 33.4, Expected EPS Growth: 16.9% over the next five years, 10-Year Return: 1,630% [7][18]. - Revenue in H1 2025 increased 22% YoY to $13.0 billion, with the electric segment's revenue rising 24% to $10.4 billion [16]. - Notable contract win for the Boardman to Hemingway High-Voltage Electric Transmission Project, which will deliver up to 1 gigawatt of power [17].

海南电网公司应急指挥中心负责人表示，目前从全省调拨应急发电机2200余台和支援队伍600人， 将根据湛江抢修复电的实际需求，分批次做好应急发电机及抢修队伍调拨支援，为湛江人民群众的早日 复电出一份力。 国庆、中秋"双节"期间过海车辆增多，为尽快缩短登船等候时间，在海南省交通运输厅和海南省应 急厅支持下，海南电网公司积极协调海事部门和港口企业，提高运输车队和应急发电车通行效率，实现 随到随走，确保供电设备最短时间抵达徐闻、雷州等重灾区。同时，海南电网公司提前做好每台发电机 的调试运维工作，确保抵达现场后"即到即接即发电"。 去年超强台风"摩羯"重创海南北部地区电力设施，广东电网公司集结力量支援海南。这次抗击台 风"麦德姆"，海南电网公司快速调拨应急抢修力量回馈广东。首批承载着海南人民感恩之情的"光明礼 物"，抵达湛江后计划支援雷州、遂溪供电局，第一时间投入居民安置点、自然村等地方，保障群众的 基本用电需求。 海南日报讯 (海南日报全媒体记者 邵长春 通讯员 郭卫华 卢欣 李超)海南日报全媒体记者从南方 电网海南电网公司获悉，10月6日下午，琼州海峡复航后，海南电网公司从全省紧急调拨的首批1000台 应急发电机、 ...

Core Points - Xcel Energy will host a conference call on October 30, 2025, to discuss its third quarter 2025 financial results [1] - The earnings report will be released before the market opens on the same date [1] - The conference call is scheduled to begin at 9:00 a.m. Central Time [1] - Participants are advised to dial in at least 10 minutes prior to the start and follow the operator's instructions [1] - A conference password will be required for participation [1]

Extensive damage required grid rebuilding in many areas hardest hit by historic storm; Investments continue to make grid stronger and more resilient About Georgia Power  Georgia Power is the largest electric subsidiary of Southern Company (NYSE: SO), America's premier energy company. Value, Reliability, Customer Service and Stewardship are the cornerstones of the company's promise to 2.8 million customers in all but four ofGeorgia's159 counties. Committed to delivering clean, safe, reliable and affordable ...

Core Insights - PPL Corporation is dedicated to research and development (R&D) aimed at achieving net-zero emissions through innovative and scalable technologies [1] - The company is advancing clean energy technologies, including carbon capture solutions and various energy storage methods to enhance grid reliability [2] - PPL is focused on integrating renewable energy sources into the grid and exploring advanced nuclear technologies for reliable, carbon-free electricity [3] R&D Initiatives - PPL is part of the Low-Carbon Resources Initiative, a five-year collaboration to promote low-carbon energy solutions [4] - As an anchor sponsor of a clean energy initiative, PPL has contributed to a $100 million investment to accelerate the transition to a low-carbon future [5] - Other utilities, such as Southern Company and American Electric Power, are also investing in R&D to improve grid reliability and meet customer needs [6][7] Earnings Estimates - The Zacks Consensus Estimate indicates a year-over-year EPS increase of 7.10% for 2025 and 8.48% for 2026 [8] - Current estimates for Q3 2025 and Q4 2025 are $0.48 and $0.40, respectively, with a year-over-year growth estimate of 14.29% for Q3 2025 [10] Stock Performance - PPL is trading at a premium with a forward price-to-earnings ratio of 19.01X compared to the industry average of 15.32X [11] - Over the past three months, PPL's shares have increased by 9%, outperforming the industry's growth of 7.5% [13]