Core Insights - Constellation Energy has evolved significantly since its spin-off from Exelon in early 2022, focusing on merchant power generation while Exelon manages regulated utilities [1] - The company has signed two major nuclear power deals and is in the process of acquiring Calpine for $26.6 billion, which will enhance its scale and capacity [4] Group 1: Company Overview - Constellation Energy is one of the largest clean power producers in the U.S., operating over 32.4 gigawatts (GW) of power generation capacity, sufficient to supply electricity to more than 20 million homes and businesses [3] - Approximately 90% of the power produced by Constellation comes from carbon-free sources, including the largest nuclear power fleet in the nation, along with hydro, wind, and solar energy assets [3] Group 2: Strategic Developments - The acquisition of Calpine will increase Constellation's capacity to nearly 60 GW, positioning the company to better meet the growing power demand driven by factors such as AI data centers and increased electrification [4][5] - Electricity demand is projected to grow by 58% by 2045, significantly outpacing the growth seen in the past two decades, creating a strong market for clean power, including natural gas [5] Group 3: Nuclear Energy Focus - Constellation Energy is capitalizing on the resurgence of nuclear energy by securing new power purchase agreements (PPAs) with technology companies, including a 20-year PPA with Microsoft for the Three Mile Island plant [7][8] - The company plans to restart the dormant Unit 1 reactor at Three Mile Island, which is expected to be operational by 2028, further enhancing its nuclear power capabilities [8]

Quick Read Vistra trades at 17.4x forward P/E compared to 60x trailing P/E. Scotiabank set a $293 price target implying 78% upside from current levels near $165. Vistra secured nuclear power deals with Meta Platforms to supply AI data center expansion. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Shares of Vistra (NYSE:VST) are going through a bit of a slump, now down around 24% from its peak. ...

甘肃能源公告，预计2025年度归属于上市公司股东的净利润为19.5亿元～21亿元，同比增长18.60%～ 27.72%；扣除非经常性损益后的净利润为19.6亿元～21.1亿元，同比增长172.28%～193.12%。预计本会 计年度内发电收入较上年同期略有增加且火电发电成本较上年同期有一定下降。 ...

Core Insights - In December, the production of raw coal and crude oil in large-scale industries remained stable, while natural gas production showed steady growth and electricity production continued to increase [1] Group 1: Electricity Production - In December, the electricity generation of large-scale industries reached 858.6 billion kWh, representing a year-on-year growth of 0.1%, with an average daily generation of 27.7 billion kWh [1] - For the entire year of 2023, the total electricity generation was 9715.9 billion kWh, reflecting a year-on-year increase of 2.2% [1] Group 2: Breakdown by Energy Source - In December, the decline in thermal power generation narrowed, while the growth rates of hydropower, nuclear power, wind power, and solar power slowed down [1] - Specifically, thermal power generation decreased by 3.2% year-on-year, with the decline narrowing by 1.0 percentage point compared to November [1] - Hydropower generation increased by 4.1%, but the growth rate slowed by 13.0 percentage points from November [1] - Nuclear power generation grew by 3.1%, with a slowdown of 1.6 percentage points compared to November [1] - Wind power generation saw an increase of 8.9%, with a deceleration of 13.1 percentage points from November [1] - Solar power generation rose by 18.2%, but the growth rate decreased by 5.2 percentage points compared to November [1]

Talen Energy Corporation (NASDAQ:TLN) is included among the 10 Best Performing Utility Stocks in 2025. Talen Energy (TLN) Buys Three Gas-Fired Power Plants Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructure company with 13.1 GW of generation assets. Talen Energy Corporation (NASDAQ:TLN) shot up by almost 12% on January 15 when the company announced that it had signed definitive agreements to acquire three gas-fired power plants in the PJM Interconnect ...

Origin Energy has confirmed it will extend operations at its Eraring Power Station, Australia’s largest coal-fired generator, by nearly two years, pushing its retirement date from August 2027 to April 2029. The decision follows warnings from the Australian Energy Market Operator (AEMO) that New South Wales faces heightened system security risks as aging thermal capacity exits faster than replacement infrastructure comes online. The 2,880-megawatt black coal plant, located on Lake Macquarie north of Sydne ...

Core Viewpoint - Origin Energy will extend the operation of all four units of its Eraring Power Station to April 2029 to support energy supply in New South Wales state [1] Company Summary - Origin Energy is taking proactive measures to ensure energy supply stability in New South Wales by extending the operational timeline of its Eraring Power Station [1]

Artificial intelligence (AI) is broadly expected to turbocharge the pace of data center construction in 2026, with hyperscalers racing to meet soaring compute demand. And since data center buildout often raises power prices for local communities, the idea of on-site power generation may start to resonate with the AI titan this year. Against that backdrop, Bernstein senior analyst Chad Dillars argues Caterpillar Inc (NYSE: CAT) could emerge as the biggest corporate beneficiary in the months ahead. At the tim ...

Group 1 - GE Vernova Inc. (NYSE:GEV) specializes in products and services for generating, converting, storing, and managing electricity, including natural gas, nuclear, hydro, and wind technologies [2] - The company has received approval to start construction on the Darlington nuclear generating station, which is expected to open in four years, indicating a rapid turnaround for such projects [2] - Jim Cramer expressed strong support for GE Vernova, stating that the stock's decline is unwarranted and highlighting the company's strong performance and potential [1][2] Group 2 - While GE Vernova shows potential as an investment, there are AI stocks that are considered to have greater upside potential and less downside risk [2]

Group 1: Production Overview - In December, the production of raw coal, crude oil, and natural gas in large-scale industries remained stable, while electricity production continued to grow [1] - The raw coal output in December was 440 million tons, a year-on-year decrease of 1.0%, with an average daily output of 14.1 million tons [1] - The crude oil production in December was 17.8 million tons, a year-on-year decrease of 0.6%, with an average daily output of 570,000 tons [1] - The natural gas production in December was 23 billion cubic meters, a year-on-year increase of 5.1%, with an average daily output of 740 million cubic meters [1] Group 2: Yearly Production Data - For the entire year, the raw coal production reached 4.83 billion tons, a year-on-year increase of 1.2% [1] - The total crude oil production for the year was 216.05 million tons, a year-on-year increase of 1.5% [1] - The total natural gas production for the year was 261.9 billion cubic meters, a year-on-year increase of 6.2% [1] Group 3: Electricity Production - The electricity generation in December was 858.6 billion kilowatt-hours, a year-on-year increase of 0.1%, with an average daily generation of 27.7 billion kilowatt-hours [1] - For the entire year, the electricity generation reached 9,715.9 billion kilowatt-hours, a year-on-year increase of 2.2% [1] Group 4: Breakdown by Energy Source - In December, the decline in thermal power generation narrowed to 3.2%, a decrease of 1.0 percentage point compared to November [2] - Hydropower generation increased by 4.1%, but the growth rate slowed by 13.0 percentage points compared to November [2] - Nuclear power generation grew by 3.1%, with a slowdown of 1.6 percentage points from November [2] - Wind power generation increased by 8.9%, with a slowdown of 13.1 percentage points compared to November [2] - Solar power generation grew by 18.2%, with a slowdown of 5.2 percentage points from November [2]