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American Superconductor: Capitalizing On Grid Modernization
Seeking Alpha· 2026-01-22 05:42
Group 1 - American Superconductor (AMSC) has been quietly manufacturing equipment for the electric utility industry prior to this year [1] - In 2025, the market anticipates that AMSC will benefit from the artificial intelligence (AI) boom by providing support to data centers [1]
Why Utility Stocks Are No Longer the Easy AI Trade
Yahoo Finance· 2026-01-21 21:00
Electric utility stocks seem to have tapered off, after all the hoopla about how demand from AI would transform the business turned into concern that demand from AI would raise prices to consumers and rile the politicians who set the rates. Maybe it is time to reassess what investors expect. First, understand that Wall Street focuses most on one number in utility financial valuation nowadays, the growth of rate base, because regulators set earnings as a percentage of rate base. The bigger the rate base, t ...
Earnings Preview: What to Expect From Edison International's Report
Yahoo Finance· 2026-01-21 15:26
Valued at a market cap of $24 billion, Edison International (EIX) is a utility holding company that primarily generates, distributes, and delivers electricity. The Rosemead, California-based company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this utility company to report a profit of $1.49 per share, up 41.9% from $1.05 per share in the year-ago quarter. The company has surpassed Wall Street’s bottom-line estimates in three of the last ...
What You Need to Know Ahead of Evergy's Earnings Release
Yahoo Finance· 2026-01-21 14:35
Founded in 2017, Kansas City, Missouri-based Evergy, Inc. (EVRG) engages in the generation, transmission, distribution, and sale of electricity in the United States. The company has a market capitalization of $17.6 billion and is expected to release its Q4 2025 earnings results soon. Ahead of this event, analysts anticipate the company to generate earnings of $0.60 per share, representing an increase of 71.4% from $0.35 per share reported in the same quarter last year. The company has surpassed the Street ...
Tantalus to Deliver TRUConnect(TM) AMI and Distribution Grid Modernization Solutions to PenTex Energy
TMX Newsfile· 2026-01-21 12:00
Burnaby, British Columbia--(Newsfile Corp. - January 21, 2026) - Tantalus Systems (TSX: GRID) (OTCQX: TGMPF) ("Tantalus" or the "Company"), a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data, today announced that PenTex Energy, a Texas-based electric cooperative, has selected Tantalus' TRUConnect™ Advanced Metering Infrastructure (AMI), TRUSense Gateways™, and TRUGrid™ Reliability Analytics—delivered through the Tantalus Grid Modernization ...
Earnings Preview: What to Expect From FirstEnergy’s Report
Yahoo Finance· 2026-01-21 10:27
With a market cap of $27.3 billion, FirstEnergy Corp. (FE) is a regulated electric utility holding company focused on the transmission and distribution of electricity across the Midwest and Mid-Atlantic regions of the United States. Headquartered in Ohio, the company serves millions of customers through a network of operating subsidiaries spanning states such as Ohio, Pennsylvania, New Jersey, West Virginia, and Maryland. The utility company is set to announce its fiscal Q4 2025 earnings results after th ...
Ameren Corporation Fourth Quarter 2025 Earnings Webcast set for Feb. 12, 2026
Prnewswire· 2026-01-20 21:30
Core Viewpoint - Ameren Corporation will discuss its 2025 earnings and provide guidance for 2026 during a conference call scheduled for February 12, 2026 [1]. Company Overview - Ameren Corporation is based in St. Louis and serves 2.5 million electric customers and over 900,000 natural gas customers across a 64,000-square-mile area through its subsidiaries, Ameren Missouri and Ameren Illinois [3]. - Ameren Illinois offers electric transmission and distribution services as well as natural gas distribution services, while Ameren Missouri provides electric generation, transmission, and distribution services along with natural gas distribution [3]. - Ameren Transmission Company of Illinois focuses on developing, owning, and operating rate-regulated regional electric transmission projects within the Midcontinent Independent System Operator, Inc. [3].
Edison Sues LA County Over Fire Deaths for Delayed Alerts
Insurance Journal· 2026-01-20 15:02
Core Viewpoint - Edison International has filed lawsuits against Los Angeles County and other public agencies, claiming their failure to provide timely evacuation alerts contributed to the high death toll in the Eaton wildfire, which resulted in 19 fatalities [1][2]. Group 1: Lawsuits and Accountability - The lawsuits aim to distribute blame for the Eaton wildfire's death toll, which is one of California's most destructive wildfires, alongside existing lawsuits from homeowners and businesses seeking billions in damages [2][3]. - Edison argues that multiple factors, including the actions of various government entities, contributed to the fire's severity and damage, despite facing numerous lawsuits blaming the company for igniting the fire [6][7]. Group 2: Impact of the Wildfire - The Eaton wildfire, along with the Palisades fire, resulted in over 30 deaths, burned nearly 40,000 acres, and destroyed more than 16,000 structures [3]. - Insured losses from the January 2025 wildfires reached $40 billion, marking them as the most expensive catastrophe of the year and among the costliest wildfire events in insurance history [4]. Group 3: Specific Allegations and Investigations - Allegations against Edison include leaving power lines on during a windstorm prior to the fire's ignition, with the CEO acknowledging that the company's equipment likely triggered the blaze [5]. - An ongoing investigation by the Los Angeles County Fire Department and the California Department of Forestry and Fire Protection is examining the causes of the Eaton Fire [6]. Group 4: Compensation and Legal Proceedings - Edison initiated a private compensation program for Eaton Fire victims, with nearly 2,000 claims filed, although it has faced criticism for potentially pressuring victims to accept lower compensation [12]. - An initial trial for lawsuits filed against Edison is scheduled for January 2027, with additional claims from local governments and the federal government regarding costs incurred from the fire response [13]. Group 5: Infrastructure and Emergency Response - The lawsuits highlight failures in emergency response, including delayed evacuation notices and inadequate water supply for firefighting efforts, which exacerbated the fire's impact [15]. - The local natural gas supplier, Southern California Gas Company, is also implicated for not shutting off gas lines promptly, contributing to the fire's spread [8][10].
What to Expect From Pinnacle West Capital's Next Quarterly Earnings Report
Yahoo Finance· 2026-01-20 14:49
With a market cap of $11.2 billion, Pinnacle West Capital Corporation (PNW) provides retail and wholesale electric services primarily across the state. Through its subsidiary, it generates, transmits, and distributes electricity using a diverse mix of nuclear, gas, oil, coal, and solar resources. The Phoenix, Arizona-based company is expected to unveil its fiscal Q4 2025 results soon. Before the event, analysts anticipate PNW to report a loss of $0.01 per share, an 83.3% improvement from a loss of $0.06 ...
降雪覆冰会不会影响电网线路?让无人机飞去瞧一瞧
Yang Zi Wan Bao Wang· 2026-01-20 11:18
使用无人机、红外成像仪对220千伏下中线、110千伏钟光线等开展雨雪冰冻天气特殊巡视,并对施工危险源的物防措施和值守人员管控质量进行动态跟 踪;对10千伏白鹭洲线、致和2号线开展红外测温特巡;对变电站户外的充油设备进行检查……记者从国网南京供电公司了解到,为保障寒冷天气下电力 可靠供应,该公司密切关注天气情况和电网负荷变化情况,加强负荷预测分析,科学优化电网运行方式,同时,加强对电网各类设备的运行监测,开展专 项隐患治理及设备特巡。 扬子晚报网1月20日讯(通讯员束佳玲记者刘丽媛)1月20日上午,在南京江北新区的龙王山,输电运检人员步行走入山林,开展对500千伏金龙金王线的特 殊巡视工作。 "我们今天来到这里的目的,是为了通过无人机观测的方法,来观察大雪天之后的线路覆冰情况。"国网南京供电公司输电运检工张玉玺介绍,他们检查的 重点是架空导线及绝缘子是否有覆冰、舞动等情况,同时观察塔基以及塔台上的大雪覆盖情况,保证线路的稳定运行。 1月19日,在江宁区江宁镇,国网南京市江宁区供电公司变电运维人员雪夜奋战,提前14个小时投运了35千伏江宁变电站,保障江宁镇企业、居民生产生 活用电。 此外,国网南京供电公司还安排供 ...