Core Insights - Consolidated Edison's capital investment program is projected to enhance its core infrastructure and operational capabilities, resulting in improved service reliability and resilience against system stresses [1] - The company is pursuing a systematic capital investment plan with a robust expenditure of $38 billion through 2029, aiming for a total investment of $72 billion over the next decade to ensure reliable and clean energy delivery [2][7] Infrastructure Development - The company is constructing the Brooklyn Clean Energy Hub, a transmission substation that will bolster New York's power grid and facilitate the integration of offshore wind resources, with a capacity of up to 1,500 megawatts (MW) expected to be completed by 2028 [4][7] Renewable Energy Expansion - As industries increasingly adopt clean energy, Consolidated Edison is expanding its renewable energy portfolio to capitalize on economic and environmental incentives from the utility-scale renewable energy market [3] Regulatory Challenges - The company's pricing is regulated by state utility authorities, which can impact its ability to recover costs if actual expenses exceed expectations or are disallowed by regulators, potentially affecting earnings visibility [5][7] Stock Performance - In the past month, Consolidated Edison's shares have increased by 3.7%, contrasting with a 3.5% decline in the industry [6]

American Electric Power said on Thursday its unit will buy a substantial portion of its option for solid oxide fuel cells in a deal worth about $2.65 billion as part of its plans to develop and build a fuel cell power generation facility. ...

Core Viewpoint - FirstEnergy Transmission, LLC has extended its exchange offer for up to $450 million of its outstanding 4.750% Senior Notes due 2033, allowing holders to exchange for registered New Notes under the Securities Act [1][2]. Group 1: Exchange Offer Details - The exchange offer was initially set to expire on January 7, 2026, but has been extended to January 21, 2026 [2]. - As of the original expiration date, approximately $449.48 million, or 99.88%, of the Outstanding Notes were tendered in the exchange offer [2]. Group 2: Company Overview - FirstEnergy operates one of the largest investor-owned electric systems in the U.S., serving over six million customers across several states including Ohio, Pennsylvania, New Jersey, West Virginia, Maryland, and New York [4]. - The company's transmission subsidiaries manage around 24,000 miles of transmission lines connecting the Midwest and Mid-Atlantic regions [4].

Bernstein Energy & Power: Look no further for defensive growth - our 2026 Outlook, unwrapped Deepa Venkateswaran, ACA +44 20 7676 6990 deepa.venkateswaran@bernsteinsg.com Bartlomiej Kubicki +49 69 717 4418 bartlomiej.kubicki@bernsteinsg.com Jorge Alonso Suils +34 915 893 913 jorge.alonso@bernsteinsg.com Irene Himona, Ph.D. +44 20 7762 5353 irene.himona@bernsteinsg.com Bob Brackett, Ph.D. +1 917 344 8422 bob.brackett@bernsteinsg.com Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Nikhil N ...

Core Insights - Black Hills Corp. has completed its Ready Wyoming electric transmission expansion project, which spans 260 miles and costs $350 million, enhancing interconnectivity between South Dakota and Wyoming [2][5][6] Project Overview - The Ready Wyoming project aims to provide long-term cost stability for customers, enhance system resiliency, and improve access to power markets [6][8] - Approximately $300 million of the investment is being recovered through the Wyoming Transmission Rider, with an additional $50 million expected to be recovered through base rates during the next rate review [8] Company Background - Black Hills Corp. is a growth-oriented utility company based in Rapid City, South Dakota, serving 1.35 million natural gas and electric utility customers across eight states [9]

Core Insights - A joint venture between Transource Energy and BHE Transmission plans to construct a nearly 200-mile, 765-kV transmission line in Wisconsin, selected by MISO for its competitive transmission planning process [1][2]. Investment and Project Details - Midcontinent Grid Solutions, the joint venture, will invest $1.2 billion in this infrastructure project aimed at enhancing reliability and supporting growing energy demand within the MISO footprint [3]. - The project is part of MISO's strategy to efficiently deliver power to customers, with a target in-service date set for 2034 [4][7]. Technological and Environmental Considerations - The line will utilize Transource's innovative "Guyed-Y" design, which minimizes the required right-of-way and reduces environmental impacts [5]. - A single 765-kV line can transmit 600% more energy than a 345-kV line while using less than half the land area, showcasing the efficiency of high-voltage transmission systems [6]. Company Background - Transource Energy is a partnership between American Electric Power (AEP) and Evergy, with AEP holding an 86.5% stake and Evergy 13.5% [8]. - BHE Transmission operates a diverse energy portfolio and serves over 13 million customers across the U.S., Great Britain, and Alberta, Canada, emphasizing its commitment to reliable service [9].

Global energy company EDF has signed a deal with the real-world asset (RWA) technology company droppRWA to look into tokenisation and blockchain-based solutions for Saudi Arabia’s energy sector. Per a press release shared with Cryptonews, Omar Aldaweesh, CEO of EDF International Regional Headquarters (EDF RHQ), signed a Memorandum of Understanding (MoU) with Faisal Al Monai, Chairman of droppRWA Limited. Therefore, the MoU has created a framework for the partners to explore the integration of decentrali ...

Core Insights - NRG Energy has appointed Robert Gaudette, a 25-year veteran, to succeed Lawrence Coben as the new CEO later this year [1] Company Summary - Robert Gaudette has extensive experience within NRG Energy, having been with the company for 25 years [1] - The leadership transition is part of NRG Energy's strategic planning for future growth and direction [1]

Those who have followed my work over the years know that I'm a dividend growth-oriented analyst and investor. Thus, it shouldn't come as a surprise that I'm a fan of companies with a combination of consistent dividend growth and vigorous forward-looking fundamentals.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend inves ...

Core Viewpoint - The article emphasizes the importance of investing in companies that demonstrate consistent dividend growth alongside strong future fundamentals [1]. Group 1 - The author identifies as a dividend growth-oriented analyst and investor, highlighting a preference for companies that combine reliable dividend increases with robust forward-looking metrics [1]. - The author has been involved in dividend investing since 2009 and has documented their journey towards financial independence through a blog focused on dividend growth investing [2]. - The article serves as a platform for the author to share insights on dividend growth stocks and occasionally on growth stocks, aiming to contribute to the financial independence of readers [2].