Argentina's YPF Luz talks 500MW storage tender, mining power line, hydro opportunities
Argentine generator YPF Luz is considering participating in the country's 500MW energy storage tender, with a board decision pending. The company is also developing the Puna high-voltage power line for mining projects and evaluating opportunities in the hydroelectric segment as several state-controlled plants are set to be offered to the private sector. Despite potential delays in mining project FIDs due to market volatility, YPF Luz maintains a strategy of growing in profitable and reliable power generation.
NM AG raises questions about $400M stock sale in proposed PNM acquisition
New Mexico Attorney General Raúl Torrez has asked state utility regulators to review a $400 million stock sale between PNM’s parent company, TXNM Energy Inc., and a Blackstone affiliate, alleging it may have violated state law. This action comes amidst a proposed $11.5 billion acquisition of TXNM by Blackstone Infrastructure. Both the AG's office and clean energy advocates argue that the stock sale should have been overseen by the Public Regulation Commission, potentially jeopardizing the acquisition deal.
Southern Co raises spending plan by 7% as data center power demand swells
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NANO Nuclear Energy CEO on microreactors and the looming power crisis
James Walker, CEO of NANO Nuclear Energy, discussed with Investing.com the growing electricity demand causing a cost-of-living and reliability crisis, particularly for AI infrastructure. He highlighted microreactors as a viable solution, offering stable, carbon-free, on-site power, and explained how they can partner directly with private enterprises like data centers. Walker also outlined key milestones for investors to watch, such as construction permits and customer agreements, indicating the transition from concept to execution for microreactor technology.
Dominion Energy to Report Q4 Earnings: Buy, Sell or Hold the Stock?
Dominion Energy is set to report its fourth-quarter 2025 results on Feb. 23, with analyst estimates pegged at 64 cents per share on revenues of $3.56 billion. While the company benefits from strong data center demand and regulated investments, it faces headwinds from increased financing expenses and higher operation costs. Currently holding a Zacks Rank #4 (Sell) and trading at a premium valuation compared to its industry peers, the stock presents a cautious outlook for investors.
Report: Threat near Cumberland Fossil Plant prompts TVA construction site evacuation
A reported threat near the Cumberland Fossil Plant in Tennessee led to the evacuation of a nearby TVA construction site on February 17. While emergency crews and law enforcement responded, details about the specific nature of the threat have not been fully released by TVA. This incident follows TVA's recent reversal of plans to close two coal-fired plants, including the Cumberland Fossil Plant.
Cadeler’s Newly Bought Vessel Revamped and Ready for He Dreiht Offshore Wind Farm
Cadeler's newly acquired and upgraded vessel, Wind Keeper, is ready to support wind turbine installation at EnBW’s He Dreiht offshore wind farm in Germany. The vessel, originally named Boqiang 3060, underwent technical and visual enhancements to install 15 MW wind turbines. This deployment follows Cadeler's three-year contract with Vestas, with another of its vessels, Wind Orca, already working on the same project.
L & S Advisors Inc Acquires Shares of 9,773 Ormat Technologies, Inc. $ORA
L & S Advisors Inc recently acquired a new stake of 9,773 shares in Ormat Technologies (NYSE:ORA) during Q3, valued at approximately $941,000. Other major institutions like Norges Bank, Groupama, and Canada Pension Plan Investment Board have also increased their holdings, leading to institutional investors owning 95.49% of the stock. Analysts have given Ormat Technologies a consensus rating of "Moderate Buy" with an average price target of $129.80, as the company trades near $120.
Nextera Energy Capital Holdings Files For Two-Part Euro Denominated Debentures Offering Of Upto €1.75 Billion
Nextera Energy Capital Holdings has filed for a two-part Euro-denominated debentures offering, totaling up to €1.75 billion. The announcement was made via Reuters and the information is available to TradingView News users.
Southern Company (NYSE: SO): The Nuclear-Powered Engine of the Southeast’s AI Boom
Southern Company (NYSE: SO) has transitioned from a traditional utility to a critical enabler of the AI and data center boom in the Southeast, fueled by the successful operation of Plant Vogtle Units 3 and 4. The company, with a market capitalization exceeding $100 billion, is capitalizing on unprecedented power demand from hyperscalers and a massive $81 billion capital plan, positioning it for significant growth despite regulatory and debt challenges. Its commitment to carbon-free baseload power and a secure 3.3% dividend yield makes it a compelling investment for those seeking exposure to the AI sector.
Duke Energy’s Quiet Re?Rating: Defensive Stock or Value Trap for 2025?
Duke Energy (NYSE:DUK), one of the largest regulated utilities in the US, is highlighted as a defensive play offering a steady dividend and modest upside, appealing to investors seeking income and stability. The article discusses how the company's performance is tied to interest rates, regulatory environments in high-growth states, and capital spending on grid modernization and renewables. While analysts see DUK as fairly valued, not cheap, its role as a core holding for yield and stability, particularly in income-oriented portfolios, remains intact despite ongoing regulatory risks and the complexities of the clean energy transition.
Dominion Energy to Report Q4 Earnings: Buy, Sell or Hold the Stock?
Dominion Energy (D) is set to release its fourth-quarter 2025 results on February 23, with analysts expecting 64 cents per share on $3.56 billion in revenues, though earnings estimates have decreased. While the company has a strong history of beating earnings estimates, Zacks' model does not conclusively predict a beat this quarter due to a negative Earnings ESP and a Zacks Rank #4 (Sell). Factors like increased demand from data centers and strong regulated investments are positive, but rising financing expenses and share dilution may impact results.
NextEra Energy's Stable Growth and Clean Energy Outlook
NextEra Energy is positioned for stable growth due to its regulated utility operations and extensive renewable energy pipeline, promising steady earnings and rising dividends for investors. The company's significant scale in clean energy provides a competitive advantage, especially with increasing global demand, making it a valuable long-term investment focused on sustainable development. Wall Street analysts generally forecast a rise in NEE stock price, with some recent upgrades from "Hold" to "Buy."
Public hearing planned for proposed solar farm
Public hearings are scheduled for March 5 in Oconto Falls regarding Fox Solar's proposal to build a 100-megawatt solar farm and a 50-megawatt battery energy storage system in the Town of Morgan, Wisconsin. The $180 million project, a subsidiary of NextEra Energy, projects $12.5 million in tax revenue and 250 construction jobs, but faces opposition from local residents concerned about farmland impact and environmental safety. Supporters, including an environmental specialist and the American Lung Association, highlight the project's benefits for clean energy and air quality.
AI data centers fuel AES rise as top corporate clean power supplier
AES has been recognized by BloombergNEF as the top seller of clean energy to corporations in the U.S. and the Americas for the fifth consecutive year in 2025. This achievement is largely driven by soaring demand from AI data center development and advanced manufacturing, with corporate Power Purchase Agreements (PPAs) now representing nearly two-thirds of AES' backlog. Google was identified as AES' top corporate buyer in 2025, highlighting the company's significant role in providing clean energy solutions to major technology firms.
TC Energy Sets Growth Sights on U.S. Data Center Boom
TC Energy is targeting the increasing electricity demand from U.S. data centers by expanding its existing pipeline infrastructure, rather than building new systems. The company plans to focus on "brownfield in-corridor expansions" to serve investment-grade utilities in regions where it already has established pipeline positions. TC Energy expects about $6 billion in annual capital expenditures through 2030 and projects significant North American natural gas demand growth by 2035.
The AI Utility: Southern Company (SO) and the New Energy Tsunami
Southern Company (SO) is positioned as a critical infrastructure play, benefiting from the reshoring of American manufacturing and the "energy tsunami" driven by AI data centers. The company has transitioned from a capital-heavy construction phase with the completion of Plant Vogtle to aggressive operational growth, with investors increasingly viewing it as a growth stock due to its 50 GW pipeline of data center opportunities. Despite risks like interest rates and regulatory friction, Southern Company's strategic focus on reliable, carbon-free power and its favorable position in the thriving Southeast make it a significant holding in the current economic landscape.
SS&C ALPS Advisors Launches Actively Managed ETF Targeting SMR, Nuclear and Technology Opportunities
SS&C ALPS Advisors has launched a new actively managed ETF, the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF), focused on the nuclear and small modular reactor (SMR) value chain. The fund also includes a capped allocation to artificial intelligence and technology, aiming to capitalize on increased electricity demand driven by AI. This strategy offers investors a comprehensive way to participate in both nuclear energy generation and AI-related technological advancements.
Nextera Energy Capital Holdings files for two-part euro denominated debentures offering; size not disclosed - SEC filing
Nextera Energy Capital Holdings has filed with the SEC for a two-part euro-denominated debentures offering. The size of the offering has not yet been disclosed. This announcement comes amidst other news for NextEra Energy, including a recent quarterly dividend declaration and collaborations to deliver generation solutions.
NextEra Energy Capital Holdings, Inc.
NextEra Energy Capital Holdings, Inc. (NEE Capital) is offering two series of junior subordinated debentures (Series X and Series Y) due in 2056, which will be unconditionally and irrevocably guaranteed by NextEra Energy, Inc. (NEE). The debentures feature variable interest rates that reset periodically and can be deferred by NEE Capital for periods of up to five consecutive years. Investors should be aware of the subordination of these debentures to senior indebtedness of both NEE Capital and NEE, as well as foreign currency exchange risks and potential tax consequences.
Retirees Should Know The XLU Utility ETF Has Paid Dividends Every Year Since 1999 Without Interruption
The Utilities Select Sector SPDR Fund (XLU) is highlighted as a reliable investment for retirees, having paid uninterrupted dividends since 1999 and yielding 2.75%. The ETF's stability is attributed to its top holdings like NextEra Energy, Southern Company, and Duke Energy, which maintain conservative payout ratios and consistent dividend growth. Despite minor year-over-year variations in dividend payments due to portfolio rebalancing, XLU demonstrates strong total returns and dividend safety, benefiting from a favorable interest rate environment.
Nofar Energy To Acquire Controlling Stake In Ellomay Capital In $323 Million Deal
Nofar Energy has agreed to acquire a controlling stake in Ellomay Capital for approximately $323 million, marking a significant consolidation in the renewable energy sector. The acquisition aims to expand Nofar's global footprint, integrate Ellomay's diverse solar photovoltaic and pumped-storage hydro projects, and enhance operational efficiency. This strategic move is expected to create long-term value for shareholders and strengthen Nofar Energy's position in the global energy transition market.
Solar Cable Market Trends and Growth Report 2026 Featuring
The solar cable market is projected to grow from $1.12 billion in 2025 to $1.91 billion by 2030, driven by the expansion of utility-scale solar farms, demand for high-efficiency cables, and advancements in smart solar infrastructure. Key drivers include the rapid deployment of solar power installations and innovations in durable, weather-resistant cable designs by companies like Prysmian Group and Nexans. Asia-Pacific is identified as the leading and fastest-growing region in this dynamic market.
Exelon Corporation (EXC) Expands Infrastructure While Delivering Better-Than-Expected EPS
Exelon Corporation (EXC) is expanding its infrastructure with a newly approved 220-mile, 765-kV high-voltage transmission line project, a joint venture with NextEra Energy Transmission. The company reported Q4 2025 adjusted operating EPS of $0.59, exceeding analyst estimates, although revenues were slightly below expectations. Management also provided 2026 adjusted EPS guidance and outlined plans for significant energy infrastructure capital expenditure through 2029.
PSC denies bid to reconsider Georgia Power’s 10-gigawatt expansion
The Georgia Public Service Commission denied a motion to reconsider Georgia Power's 10-gigawatt expansion plan, which will allow the company to proceed with a significant build-out primarily driven by new natural gas generation. Despite warnings from newly elected commissioners about the financial risks to customers if projected demand from data centers doesn't materialize, the commission voted 3-2 to reject reconsideration and a separate motion to scale back the expansion. Environmental groups expressed deep concern over the decision, citing billions of dollars in potential costs to customers due to what they see as an overbuild.
NextEra Energy Transmission and Exelon Announce PJM Board Vote to Advance Grid Reliability Project
NextEra Energy Transmission and Exelon Corporation announced that the PJM Board of Directors has approved their joint project for an approximately 220-mile, 765-kilovolt transmission line. This project aims to enhance electric reliability and affordability in West Virginia, Pennsylvania, and the broader Mid-Atlantic region. The companies emphasize that this investment will address increasing electricity demand, support new generation sources, and maintain affordable electricity for customers.
NextEra Transmission, Exelon get approval for transmission line
NextEra Energy Transmission and Exelon Corporation have received approval from the PJM board for a 220-mile, 765-kV transmission line spanning West Virginia and Pennsylvania. This project aims to address rising electricity demand, connect new generation to the grid, and enhance regional grid stability. Both companies emphasized their commitment to minimizing community impact and ensuring affordable and reliable power.
Portland General Electric to acquire renewable assets from PacifiCorp
Portland General Electric (PGE) is set to acquire select generation, transmission, and electric utility operations from PacifiCorp in Washington state for $1.9 billion, including various renewable energy assets. The acquisition involves the construction of two new solar and battery hybrid projects totaling 615 MW and the purchase of existing wind facilities. This move will significantly expand PGE's renewable energy portfolio and transmission infrastructure, with regulatory approval expected within 12 months.
TVA construction site evacuated for threat found near Cumberland plant
A construction site near the Tennessee Valley Authority's Cumberland Fossil Plant was evacuated after a written threat was discovered. While normal operations resumed after police investigation found no actual threat, TVA spokesperson Adam May stated they initially treat all threats as valid. The site is where TVA is building new gas units, a project that is proceeding despite community and environmental group objections due to TVA's decision to continue operating coal units at the Cumberland plant.
T1 Energy Stock Surges Amid Expansion Plans and Strategic Moves
T1 Energy Inc.'s stock surged by 7.27% following its expansion into the Asian market and the strategic acquisition of a rival firm. Despite financial struggles with profit margins, the company's new technology advancements and proactive engagement with regulators are expected to improve operational efficiency and mitigate risks. These strategic moves aim to bolster long-term stability and market position in the renewable energy sector.
PJM board approves $11.8B transmission expansion plan
PJM Interconnection's board has approved an $11.8 billion transmission expansion plan, with Dominion Energy's Virginia utility securing $4.8 billion of those projects. The plan aims to enhance grid reliability due to accelerated load growth, particularly from data centers, and integrate new generation, addressing increasing transmission costs that contributed significantly to wholesale electricity prices in 2024. Key projects include a $2.3-billion underground transmission line in Virginia and a $1.7-billion line in Pennsylvania.
TD Cowen raises HA Sustainable Infrastructure stock price target to $50
TD Cowen has increased its price target for Hannon Armstrong Sustainable Infrastructure Capital (HASI) from $40 to $50, maintaining a Buy rating. This adjustment follows a review of the company's 10-K filing, citing improved capital efficiency and closed transactions. HASI, a pure-play in clean energy project financing, has shown strong financial performance, with expected net income growth and 14 years of consecutive dividend payments.
NextEra Energy Releases Q4 and FY2025 Financial Results
NextEra Energy reported its Q4 and full-year 2025 financial results, with GAAP net income reaching $1.535 billion for Q4 and $6.835 billion for the full year. The company also announced adjusted earnings of $7.683 billion for FY2025 and reaffirmed its 2026 adjusted EPS guidance, expecting over 8% annual growth through 2032. Additionally, approximately 13.5 GW of generation and storage projects were added in 2025, bringing the total backlog to around 30 GW.
Ormat Technologies stock soars after securing 150MW geothermal PPA with Google
Ormat Technologies Inc. (NYSE:ORA) saw its stock rise by 5% after announcing a long-term geothermal Power Purchase Agreement (PPA) with NV Energy to supply Google's data centers in Nevada with up to 150MW of new geothermal capacity. The agreement, pending regulatory approval, is structured to allow Ormat to develop several new geothermal projects expected to come online between 2028 and 2030, ensuring long-term revenue stability for the company. This deal highlights geothermal power's role in meeting the increasing electricity demand from the technology sector and AI, demonstrating a scalable model for clean energy investment.
Ormat signs 150 MW geothermal power deal with NV Energy to supply Google in Nevada
Ormat Technologies has secured a long-term geothermal power purchase agreement with NV Energy to provide 150 MW of new geothermal capacity for Google's operations in Nevada. This deal highlights the growing demand from Big Tech for carbon-free and reliable power sources to fuel their AI data centers. The new projects are expected to come online between 2028 and 2030, and Ormat's shares surged over 4.7% following the announcement.
Exelon launches $60 million customer relief fund amid rising energy costs
Exelon has launched a $60 million Customer Relief Fund as part of "The Exelon Promise" initiative to help customers manage increasing energy costs, adding $10 million to an existing fund. The company, which maintains a "GOOD" financial health score despite significant debt, attributes rising costs to growing electricity demand and limited supply. Exelon is also advocating for policy reforms like price caps and allowing utilities to generate their own power to potentially save customers billions.
Google data centers tap 150MW Nevada geothermal in Ormat deal
Ormat Technologies signed a long-term Power Purchase Agreement (PPA) to supply up to 150 MW of geothermal power to support Google’s Nevada data center operations through NV Energy. This agreement, enabled by NV Energy's Clean Transition Tariff, is expected to bring new geothermal projects online from 2028 to 2030, with contract terms extending 15 years beyond the final project's commercial operation. The deal is subject to approval by the Public Utilities Commission of Nevada in the second half of 2026 and aims to provide stable, long-term revenue growth for Ormat while supporting Google's increasing electricity demand with carbon-free power.
Ormat Technologies Announces the Signing of Geothermal
Ormat Technologies has signed a long-term geothermal Power Purchase Agreement (PPA) with NV Energy to supply up to 150MW of new geothermal capacity for Google's data center operations in Nevada. This multi-project portfolio PPA, enabled by NV Energy's Clean Transition Tariff, is expected to bring new geothermal projects online from 2028 to 2030, reinforcing Ormat's long-term growth strategy and supporting Google's increased electricity demand with reliable, carbon-free power. The agreement highlights geothermal's role in supporting AI-driven growth and strengthens Nevada's clean energy leadership.
Ormat Technologies Announces the Signing of Geothermal
Ormat Technologies has signed a long-term geothermal Power Purchase Agreement (PPA) with NV Energy to supply up to 150MW of new geothermal capacity for Google's data centers in Nevada. This multi-project portfolio agreement is subject to regulatory approval and is expected to bring new geothermal projects online between 2028 and 2030, supporting Ormat's long-term growth and Google's increasing demand for clean, reliable power. The deal highlights geothermal energy's role in powering the technology sector and strengthening Nevada's clean energy leadership.
Robots take on risky power line work in new PLP–FulcrumAir alliance
Preformed Line Products (PLP) and FulcrumAir have announced a multi-year strategic partnership to co-develop next-generation robotic installation systems for overhead power line construction. This collaboration aims to enhance efficiency, safety, and precision in power line installation while expanding workforce capabilities and modernizing the grid. The partnership builds on existing robotic technologies like LineSpider™ and LineFly™, and new systems are already in development.
VanEck Natural Resources Fund Approaches Peak Ahead of Portfolio Reshuffle
The VanEck Natural Resources ETF is trading near its 52-week high due to strong demand for industrial and energy commodities, ahead of a critical portfolio rebalancing next month. The fund's global strategy provides broad diversification, including exposure to traditional energy and industrial metals driven by electrification trends. Investors are closely watching the upcoming March rebalancing which will adjust holdings to maintain target allocations and single-stock limits.
These Utilities May Be Wildly Overestimating the AI Boom—at Public Expense
A new report suggests that utilities, particularly in the Southeast like Georgia Power, are significantly overestimating the future energy demands of data centers, including those powering AI. This overestimation could lead to the construction of unnecessary fossil fuel infrastructure, with the financial burden likely falling on regular customers rather than the data centers themselves. Critics are concerned about the environmental impact of increased natural gas usage and the potential for higher energy bills for consumers.
Energy Brief: Earnings, Rates, Solar, Global Energy Moves
This energy brief covers upcoming earnings reports from major energy companies, challenges to utility rate increases, and efforts to plug abandoned oil wells. It also highlights NextEra Energy's dividend increase and global energy developments, including Iran's nuclear agreement talks, agrivoltaics research, India's solar capacity surge, and the Philippines' green energy auction plans.
NEE Stock Outpaces Industry in a Month: Time to Buy, Hold or Sell?
NextEra Energy (NEE) has seen its stock gain 12.2% in the past month, outperforming its industry and the broader market, driven by solid operational performance, an expanding customer base, and anticipation of declining interest rates. The company plans significant investments in Florida Power & Light and its Energy Resources segment, including strategic acquisitions and clean energy initiatives. Despite currently trading at a premium, NextEra Energy is considered a sound hold given its strong earnings estimates, robust return on equity, and consistent dividend growth plans.
NEE Stock Outpaces Industry in a Month: Time to Buy, Hold or Sell?
NextEra Energy (NEE) has seen a 12.2% gain in its stock over the past month, outperforming the Zacks Utility - Electric Power industry, due to solid operational performance, an expanding customer base, and the potential for declining interest rates. The company is poised to benefit from Florida's economic growth and is making significant investments in infrastructure and clean energy, with a capital return program that includes an anticipated 10% annual dividend increase through 2026. Despite a Zacks Rank #3 (Hold) and trading at a premium, its strong fundamentals and earnings growth make it a good long-term hold, though investors might seek a more attractive entry point.
VanEck Natural Resources Fund Approaches Peak Ahead of Portfolio Reshuffle
The VanEck Natural Resources ETF is nearing its 52-week high due to robust global demand for industrial and energy commodities. Investors are keenly awaiting next month's portfolio rebalancing, which will adjust holdings based on market performance, with a focus on target allocations for energy, metals, agriculture, and sustainable resources. The fund utilizes a global investment strategy and a tiered weighting methodology to balance traditional and renewable segments, distinguishing itself from competitors.
AI Reliance Poses Emerging Operational and Regulatory Risks for NextEra Energy and Florida Power & Light
NextEra Energy Inc. and Florida Power & Light face new operational, cybersecurity, and data privacy risks due to their increasing reliance on AI for various operations, including financial analysis and grid optimization. These risks, stemming from potential AI tool failures, vendor disruptions, or evolving regulations, could negatively impact their competitive standing and financial outcomes. Despite these concerns, Wall Street analysts currently hold a Moderate Buy consensus rating for NEE stock.
NextEra Energy board declares quarterly dividend
NextEra Energy's board of directors has declared a regular quarterly common stock dividend of $0.6232 per share, representing a 10% increase from the previous year's comparable dividend. This increase aligns with the company's plan for approximately 10% annual dividend per share growth through 2026, and 6% growth from year-end 2026 through 2028. The dividend is scheduled for payment on March 16, 2026, to shareholders of record as of February 27, 2026.
Sibanye-Stillwater Signs 220 MW Renewable Energy PPA With Etana Energy In South Africa
Sibanye-Stillwater has signed a 10-year power purchase agreement (PPA) with Etana Energy for 220 MW of renewable electricity, primarily for its South African gold and platinum group metals operations. This agreement, expected to be operational by late 2027, will help the company avoid 648,000 tons of greenhouse gas emissions annually and contribute significantly to its carbon neutrality target by 2040. The transition to renewable energy is also projected to reduce electricity costs by 20% to 30%, providing greater price stability.
Fermi America, Hyundai E&C Advance Project Matador Nuclear Plans in Texas
Fermi America and Hyundai E&C are advancing Front-End Engineering Design (FEED) for four AP1000 nuclear units at Project Matador, an 11-gigawatt private energy campus in Texas. This initiative aims to rebuild U.S. nuclear construction capabilities and address soaring electricity demand, particularly from AI and data centers. The partnership highlights the need for rapid power infrastructure development and a strengthened domestic nuclear supply chain.
