The second-quarter 2025 earnings season will kick off next week, with banking sector players due to report numbers. The overall picture ahead of this reporting cycle is one of continued resilience and a steadily improving outlook.Total S&P 500 earnings are expected to be up 4.9% from the year-ago period on 3.9% higher revenues, per the latest Earnings Trends report. While negative revisions to Q2 estimates have stabilized in recent weeks, estimates for the period have been under significant pressure relativ ...

Government Policy & Industry Strategy - Poland is abandoning plans to separate unprofitable coal assets from state-controlled utilities [1] - Poland aims to implement new support measures to maintain the stability of the country's electricity system [1]

智通财经APP获悉，在美国经济版图上，一个核心命题正日益凸显：这个全球最大经济体正面临前所未 有的电力需求挑战。长期停滞的用电增长曲线在人工智能革命与产业电气化浪潮推动下陡然上扬，而政 策风向的突变却为这场能源转型蒙上阴影。 曾经因人口增速放缓与效率提升陷入停滞的电力需求，如今正被三大趋势重塑：人工智能算力中心、自 动驾驶网络与智能工厂构成的"新电气化"矩阵，正以每年2%的速度吞噬电能。美国电气制造商协会测 算，至2050年这类需求将激增50%，相当于新增1.8亿户家庭的用电量。OpenAI"星际之门"项目规划的 巨型数据中心集群，其耗电量足以匹敌800万美国家庭，成为这场能源竞赛的标志性注脚。 这场变革背后，是清洁能源技术的突破性进展与政策红利的双重驱动。2022年《通胀削减法案》构建的 激励机制，使新建太阳能项目可获得投资额30%的税收抵免或发电量补贴，直接催生了330亿美元的清 洁技术投资热潮。美国能源信息署数据显示，2025年新增公用事业规模发电容量中，太阳能占比将超 50%，风电贡献12%，在成本分析中，补贴后的陆上风电已成为最经济的增量电源。 但特朗普政府最新签署的"大美丽法案"正改写游戏规则。该 ...

India’s electricity demand in the quarter through June declined almost 1.5% from a year earlier, following a cooler summer that reduced the use of energy-intensive air conditioners https://t.co/m0iSWUAYxf ...

Leveraging home sensors and AI, Whisker Labs has developed new ways to rapidly track electricity flows to detect grid faults — leaving some power providers trailing https://t.co/247xQLrLLV ...

The UK’s largest electricity supplier Octopus Energy is planning to separate its Kraken Technologies business, Sky News reported https://t.co/oTD4GQQ9MK ...

Zimbabwe suffered a countrywide electricity outage on Thursday due to a system failure that resulted in loss of generation at its two power stations. https://t.co/luOX1ZhpBQ ...

EPSO-G (legal entity code 302826889, registered address Laisvės pr. 10, Vilnius, Lithuania) Following the approval of the updated letter of expectations by the Ministry of Energy, the new EPSO-G energy group of companies will have clear and even broader areas of responsibility. Key priorities include enabling the green energy transition, international interconnections, strengthening resilience and security, and ensuring the flexibility of the electricity system. National security The Ministry of Energy pays ...

Core Insights - Georgia Power, a subsidiary of Southern Company, has received approval from the Georgia Public Service Commission to maintain stable base rates through the end of 2028, following a stipulated agreement with the PSC's Public Interest Advocacy Staff [1][9] - The decision comes amid a booming Georgia economy, which has led to increased electricity demand, prompting Georgia Power to work with various stakeholders to implement proactive regulatory measures [2] - Storm recovery costs, such as those from Hurricane Helene, will be addressed in a separate regulatory proceeding expected in the first half of 2026, ensuring that these costs do not affect the stability of base rates [3][9] - The rate freeze follows five rate hikes since 2023, which have increased the average customer's monthly bill by over $43, representing a rise of more than 20% [4][9] - The CEO of Southern Company highlighted the importance of reliable and affordable energy, viewing the rate freeze as a reflection of Georgia's strong regulatory framework and its benefits for economic growth [5] Industry Context - Southern Company operates in the electricity generation, transmission, and distribution sector, serving approximately nine million customers through its various distribution units [6] - Investors in the utility sector may consider other stocks with favorable rankings, such as National Grid plc, Engie SA, and CenterPoint Energy, which have shown strong growth estimates for 2025 [7][8][11]

Leveraging home sensors and AI, Whisker Labs has developed new ways to rapidly track electricity flows to detect grid faults — leaving some power providers trailing https://t.co/79mi12Wafw ...