It's not often that there are favorable times for investing in utilities. Most of the time, these companies have boring long-term returns. There was such a moment at the beginning of 2024, due to several tailwinds:"Fundamental Options" would be the title of my investing style, because I combine fundamental analysis with the power of options. I use Fundamental Analysis to quantitatively and qualitatively assess individual stocks and ETFs, and I pursue various strategies: Income oriented, especially BDCs, but ...

文 | 中关村储能产业技术联盟 6月16日，海南省发展改革委发布 关于公开征求《 海南省电力需求响应实施细则（征求意见稿） 》意 见的通知，征求意见稿指出包括虚拟电厂在内的经营主体可参与需求响应，储能设施可作为需求响应资 源。文件同时对市场成员 参与需求响应补偿标准进行了明确。详情如下： 需求响应市场成员： 包括电网企业、市场运营机构及经营主体三类。电网企业指海南电网有限责任公司以及地方供电企业 （包含增量配电网）。市场运营机构包括电力负荷管理中心、电力交易中心、电力调度中心。经营主体 包括电力用户、负荷聚合商、虚拟电厂等。 需求响应资源： 包含工业生产领域中生产、辅助、办公生活等用电负荷，建筑楼宇中的集中式空调、分散式空调等制冷 用电负荷，冰蓄冷、储能设施，电动汽车充电桩、 V2G电动汽车等智慧用电设施。鼓励"两高"项目资 源注册并优先参与需求响应。 虚拟电厂准入条件： 虚拟电厂。具有法人资格、财务独立核算、信用良好、能够独立承担民事责任的负荷聚合商、售电公司 或电力用户均可 注册 成为虚拟电厂，实现可调节负荷、新型储能、分布式电源、电动汽车等需求侧资 源的聚合、协调，可聚合资源需通过省级电力负荷管理中心认 ...

The study will explore the possibility of a sale of existing coal units Settlement with state's coal producers is aligned with Indiana Governor Mike Braun's executive orders on coalPLAINFIELD, Ind., June 17, 2025 /PRNewswire/ -- Duke Energy Indiana and Reliable Energy Inc., which represents several of Indiana's major coal producers, have reached a settlement in Duke Energy Indiana's request pending before the Indiana Utility Regulatory Commission for a proposed new natural gas plant at its Cayuga Generati ...

Josh Brown, your final trade is what. Oh, so I'm just I'm just changing mine now. I actually want to lead with IEO.These are the energy stocks that I think have the best potential to break out from here. The whole space it's ready to go. All right.So, Crowd Strikes the substitution. You I Yeah, that's working, but Yeah. Yeah.All right. All right. Uh Belki, Southern Comfort Esplay on traditional utilities. Southern Comfort.Is that what you said. Southern Company. Well, I mean, I could use some Southern Comfo ...

Core Viewpoint - FirstEnergy Corp. emphasizes the importance of safety during summer outdoor activities to prevent power outages and ensure public safety [1][4]. Group 1: Safety Precautions - Families are encouraged to take simple precautions while enjoying summer activities, such as securing foil balloons to prevent them from drifting into power lines [5][6]. - Fireworks should be left to professionals, and any incidents involving fireworks and power lines should be reported immediately [7]. - Drone operators are advised to be mindful of electrical equipment and can engage with FirstEnergy's Drone Safety Zone video game to learn safety practices [8]. Group 2: Smart Summer Safety Tips - Recommendations include avoiding flying kites or drones near power lines, not retrieving items tangled in wires, and keeping electrical cords at least 10 feet away from pools or spas [9][13]. - The company promotes the use of battery-powered devices outdoors when possible to enhance safety [9]. Group 3: Company Commitment - FirstEnergy is dedicated to integrity, safety, reliability, and operational excellence, serving customers across multiple states with a vast network of transmission lines [11].

Core Viewpoint - The article emphasizes the importance of value investing and highlights Hawaiian Electric Industries (HE) as a strong candidate for value investors due to its favorable financial metrics and Zacks Rank [2][4][6]. Group 1: Company Overview - Hawaiian Electric Industries (HE) currently holds a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong potential for value investors [4]. - The stock has a Price-to-Earnings (P/E) ratio of 10.77, significantly lower than the industry average P/E of 15.29, suggesting it may be undervalued [4]. - Over the past 12 months, HE's Forward P/E has fluctuated between a high of 11.93 and a low of 5.53, with a median of 10.75 [4]. Group 2: Financial Metrics - HE has a Price-to-Book (P/B) ratio of 1.2, which is favorable compared to the industry average P/B of 2.44, indicating solid valuation [5]. - The P/B ratio for HE has ranged from a high of 1.78 to a low of 0.42 over the past year, with a median of 1.15 [5]. - These financial metrics contribute to HE's strong Value grade, suggesting that the stock is likely undervalued at present [6].

Core Point - The City of San Rafael announced tree work scheduled from Monday to Friday, contracted by PG&E for routine power line and fire mitigation efforts [1] Company Operations - Core Tree Care, represented by John Ball, is responsible for the tree work in San Rafael [1] - The work aims to enhance safety by addressing power line issues and reducing fire risks [1] Community Impact - John Ball indicated that there are no expected road closures due to the tree work [1]

Company Overview - H2O America (NASDAQ: HTO) is a national investor-owned network of local water and wastewater utilities, focused on delivering clean, high-quality water to communities [5][6] - The company serves over 1.6 million people through its regional water utilities, including Connecticut Water, Maine Water, San Jose Water, and Texas Water [7] Recent Developments - Willie Brown, vice president and general counsel of H2O America, has been appointed to the CalChamber board effective May 5, 2025 [1][11] - Brown expressed his honor in joining the CalChamber board, highlighting its critical role in supporting California businesses [2] Leadership Insights - Eric W. Thornburg, Chair, President, and CEO of H2O America, praised Brown's understanding of the challenges faced by California businesses, indicating his potential contribution to strengthening the state's economy [3]

Core Viewpoint - H2O America announces the appointment of Willie Brown as vice president and general counsel to the CalChamber board, highlighting the company's commitment to supporting California's business environment [1][2][3]. Company Overview - H2O America (NASDAQ: HTO) is a national investor-owned network of local water and wastewater utilities, focused on delivering clean, high-quality water to communities [5]. - The company operates approximately 407,000 water and wastewater service connections, investing in critical infrastructure to ensure sustainable water supply for future generations [6]. - H2O America serves over 1.6 million people through its regional utilities, including Connecticut Water, Maine Water, San Jose Water, and Texas Water [7]. Leadership and Governance - Willie Brown's appointment is seen as a strategic move to enhance H2O America's influence in advocating for business interests at both state and federal levels [3]. - The CalChamber board consists of elected members who are executives from leading firms and industries in California, representing a diverse range of business interests [4].

Financial Performance and Outlook - ONE Gas expects net income for 2025 to be in the range of $254 million to $261 million, aiming for the upper half of this range[23] - The company anticipates EPS (Earnings Per Share) for 2025 to be between $420 and $432, also expecting to achieve the upper half of the range[10, 23] - ONE Gas projects EPS growth of 4-6% for the period of 2025-2029[10] - Capital investments for 2025 are estimated at $750 million, with approximately $180 million allocated to customer growth[10, 23] - The average rate base for 2025 is projected to be $58 billion[23, 28] - Long-term net income growth is expected to be 7-9% for the 2024-2029 period[28] Capital Investments and Financing - Capital investments of approximately $4 billion are planned, including $28 billion for system integrity and replacement projects and $1 billion for growth capital[28] - The company anticipates a short- and long-term financing need of $270-$300 million for 2025[24] - ONE Gas has already executed forward sale agreements covering approximately 29 million shares at an average price of $7822 per share, totaling approximately $227 million[25] Regulatory and Operational Highlights - ONE Gas serves approximately 23 million customers across Kansas, Oklahoma, and Texas[5] - The company has a 71% market share in Kansas, 89% in Oklahoma, and 13% in Texas[8] - ONE Gas aims to achieve a 55% reduction in Scope 1 emissions by 2035, measured from a 2005 baseline[82]