S&P Global Market Intelligence's daily overview of essential Energy & Utilities news in the US, Canada and Europe.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (ETR) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4007889), (FE) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4056944), (XEL) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4025308), (PEG) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4050911), (PNW) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4056951), (WEC) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4009725), (WMB) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4011165), Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4009083), Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4061755), (DUK) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4121470), (AMZN) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 3001792), (MPLX) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4334372), (2330) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4589256), (A000720) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4303351), (1605) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4236775), (AMRC) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4089956), (CEG) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4072145), (SHLS) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 5221858), (GPOR) Hyundai Engineering & Construction Co.,Ltd. (MI Inst. Key: 4188868)

A data center accounts for about 35% of the 1.4 gigawatts in total load opportunities, with the remainder related to clean fuel and thermal storage facilities, CEO Charles MacFarlane said during the company's earnings call.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (OTTR) (MI Inst. Key: 4057017)

Governor Mike Braun's efforts to revoke a nearly 20-year-old multistate consent decree will be tested since Indiana was not a party to the settlement, attorneys said. American Electric Power plans to convert the Rockport coal plant to run on gas.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (AEP) (MI Inst. Key: 4006321), (AES) (MI Inst. Key: 4055465), (NI) (MI Inst. Key: 4057051), (MI Inst. Key: 4056954), (MI Inst. Key: 4057003), (MI Inst. Key: 4024697)

The company's shares rose on Aug. 4 after revealing three new data center power supply agreements for diverse mix of on-site resources to support digital infrastructure projects.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (AMRC) (MI Inst. Key: 4089956)

A divided US Court of Appeals for the District of Columbia ruled that the US Environmental Protection Agency violated federal law when it sought to terminate billions of dollars in funding from Climate United.

Industries: Independent Power Producers and Energy Traders

US Senator Martin Heinrich's GRID Savings Act would require large-load customers to pay 100% of their grid upgrade costs while allowing voluntary funding for regional or interregional facilities in exchange for transmission service.

Industries: Independent Power Producers and Energy Traders

One month prior, New Jersey Governor Mikie Sherrill signed a bill requiring transmission owners to be part of an FERC-approved RTO, thus removing an "unnecessary incentive" paid to utilities for being part of PJM.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (PEG) (MI Inst. Key: 4050911)

Duke Energy officials said their load forecast has increased to a high-load scenario, "which further confirms our view that all near-term resources in the Carolinas are needed," company President and CEO Harry Sideris said.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (DUK) (MI Inst. Key: 4121470), (GEV) (MI Inst. Key: 108612670)

An unnamed "leading global cloud and AI hyperscaler ... has made a financial commitment to advance" a new 1.2-gigawatt combined-cycle gas plant, NRG President and CEO Robert Gaudette said Aug. 4.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (NRG) Kiewit Corporation (MI Inst. Key: 4057436), (GEV) Kiewit Corporation (MI Inst. Key: 108612670)

Rising US energy costs are an overriding theme in the 2026 midterm election cycle, with residential price increases outpacing inflation as voters set to head to the polls in November.

Industries: Independent Power Producers and Energy Traders

As short-duration batteries lose their effectiveness in reliability contributions, portfolios of mixed durations are expected to be the bridging measure during technological development.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (BRK.A) Exelon Corporation (MI Inst. Key: 103462), (AEP) Exelon Corporation (MI Inst. Key: 4006321), (AEE) Exelon Corporation (MI Inst. Key: 4007308), (AES) Exelon Corporation (MI Inst. Key: 4055465), (CPK) Exelon Corporation (MI Inst. Key: 4057113), (D) Exelon Corporation (MI Inst. Key: 4001616), (ED) Exelon Corporation (MI Inst. Key: 4057041), (FE) Exelon Corporation (MI Inst. Key: 4056944), (NI) Exelon Corporation (MI Inst. Key: 4057051), (EXC) Exelon Corporation (MI Inst. Key: 4057056), (PEG) Exelon Corporation (MI Inst. Key: 4050911), (PPL) Exelon Corporation (MI Inst. Key: 4057058), Exelon Corporation (MI Inst. Key: 4056972), Exelon Corporation (MI Inst. Key: 4057032), (DUK) Exelon Corporation (MI Inst. Key: 4121470)

S&P Global Market Intelligence's daily overview of essential Energy & Utilities news in the US, Canada and Europe.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (AEP) PJM Interconnection, L.L.C. (MI Inst. Key: 4006321), (ETR) PJM Interconnection, L.L.C. (MI Inst. Key: 4007889), (WMB) PJM Interconnection, L.L.C. (MI Inst. Key: 4011165), (CVX) PJM Interconnection, L.L.C. (MI Inst. Key: 4004170), (XOM) PJM Interconnection, L.L.C. (MI Inst. Key: 3007562), (META) PJM Interconnection, L.L.C. (MI Inst. Key: 4144156), (RWE) PJM Interconnection, L.L.C. (MI Inst. Key: 4210654), (DK) PJM Interconnection, L.L.C. (MI Inst. Key: 4122365), (BP.) PJM Interconnection, L.L.C. (MI Inst. Key: 4000762), PJM Interconnection, L.L.C. (MI Inst. Key: 6482306), (TE) PJM Interconnection, L.L.C. (MI Inst. Key: 14794106), (DINO) PJM Interconnection, L.L.C. (MI Inst. Key: 4010647)

Texas Gov. Greg Abbott has ordered the Public Utility Commission of Texas (PUCT) and the Electric Reliability Council of Texas to audit all data center applications for grid interconnection, which will slow large-load interconnection timelines.

Industries: Independent Power Producers and Energy Traders

Though the index was down marginally overall, seven of the S&P 500's 11 sectors recorded increases, led by energy.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (WTW) KLA Corporation (MI Inst. Key: 4248534), (GLW) KLA Corporation (MI Inst. Key: 4004201), (INTC) KLA Corporation (MI Inst. Key: 4025746), (WDAY) KLA Corporation (MI Inst. Key: 4334777), (PYPL) KLA Corporation (MI Inst. Key: 4580296), (CTSH) KLA Corporation (MI Inst. Key: 4222286), (KLAC) KLA Corporation (MI Inst. Key: 4069171), (MU) KLA Corporation (MI Inst. Key: 4133530), (SWKS) KLA Corporation (MI Inst. Key: 4967090), (ACN) KLA Corporation (MI Inst. Key: 4142760), (MRVL) KLA Corporation (MI Inst. Key: 4135600), (SMCI) KLA Corporation (MI Inst. Key: 4276821), (LITE) KLA Corporation (MI Inst. Key: 4973038), (PSX) KLA Corporation (MI Inst. Key: 4095021), (SNDK) KLA Corporation (MI Inst. Key: 132983190)

American Electric Power confirmed that it plans to buy the 710-megawatt coal-fired Longview power plant and a neighboring development site that has permits for a 1.2-gigawatt combined-cycle gas plant.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (AEP) (MI Inst. Key: 4006321), (KKR) (MI Inst. Key: 4165107)

S&P Global Market Intelligence's most essential energy and utilities regulatory news.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (DUK) Duke Energy Corporation (MI Inst. Key: 4121470)

The strategy is enabled by the Canadian fuel cell maker's planned acquisition of GeoPura Ltd., which supplies hydrogen and hydrogen-fueled generators for on-site power generation.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (BLDP) Ballard Power Systems Inc. (MI Inst. Key: 4991274)

S&P Global Market Intelligence's daily overview of essential Energy & Utilities news in the US, Canada and Europe.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (AEE) Zigor Corporacion S.A. (MI Inst. Key: 4007308), (D) Zigor Corporacion S.A. (MI Inst. Key: 4001616), (LNT) Zigor Corporacion S.A. (MI Inst. Key: 4057038), (ES) Zigor Corporacion S.A. (MI Inst. Key: 4057052), (POR) Zigor Corporacion S.A. (MI Inst. Key: 4057019), (XOM) Zigor Corporacion S.A. (MI Inst. Key: 3007562), (ENB) Zigor Corporacion S.A. (MI Inst. Key: 4089108), (TA) Zigor Corporacion S.A. (MI Inst. Key: 4088101), (ALA) Zigor Corporacion S.A. (MI Inst. Key: 4135391), (FTK) Zigor Corporacion S.A. (MI Inst. Key: 4985210), (TTE) Zigor Corporacion S.A. (MI Inst. Key: 4011129), (BP.) Zigor Corporacion S.A. (MI Inst. Key: 4000762), (NEXT) Zigor Corporacion S.A. (MI Inst. Key: 4571228), (SHEL) Zigor Corporacion S.A. (MI Inst. Key: 4011025), (NXT) Zigor Corporacion S.A. (MI Inst. Key: 4646110)

Brookfield and Cameco expect to continue to control Westinghouse after an IPO.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (CCO) Holtec Nuclear Corporation (MI Inst. Key: 4092047), (BN) Holtec Nuclear Corporation (MI Inst. Key: 4066647), (BEP.UN) Holtec Nuclear Corporation (MI Inst. Key: 4304864), (STDN) Holtec Nuclear Corporation (MI Inst. Key: 125100461)

"We remain committed to strengthening our balance sheet through multiple levers, including asset recycling," TransAlta CFO Mike Politeski said on the Alberta-headquartered company's second-quarter earnings call July 31.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (TA) (MI Inst. Key: 4088101), (BEP.UN) (MI Inst. Key: 4304864)

The proposed joint venture with Avangrid will help bring down energy costs in the region, Eversource executives said in a July 31 earnings call.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (ES) Federal Energy Regulatory Commission (MI Inst. Key: 4057052), Federal Energy Regulatory Commission (MI Inst. Key: 4057045), (IBE) Federal Energy Regulatory Commission (MI Inst. Key: 4102079)

The US Department of Energy conditionally awarded $17.5 billion to Westinghouse Electric, majority-owned by Brookfield Asset Management, speeding up the deployment of the nuclear units by two to three years.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (CCO) (MI Inst. Key: 4092047), (BN) (MI Inst. Key: 4066647), (BEP.UN) (MI Inst. Key: 4304864), (BX) (MI Inst. Key: 4157397), (BEPC) (MI Inst. Key: 19451902), (BAM) (MI Inst. Key: 110972125)

S&P Global Market Intelligence's most essential energy and utilities news.

Industries: Independent Power Producers and Energy Traders

Two former Federal Energy Regulatory Commission officials praised the agency for its June orders aimed at accelerating data center grid interconnections.

Industries: Independent Power Producers and Energy Traders

Companies are shifting their focus from efficiency to resilience in supply chains as disruptions from geopolitical tensions, climate change and operational challenges reshape global trade.

Industries: Independent Power Producers and Energy Traders

Economists believe the 30-year rate may be at or near its near-term peak.

Industries: Independent Power Producers and Energy Traders

Healthcare, the most-shorted sector, saw its average short interest climb to 7.5%, according to S&P Global Market Intelligence data.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (T) Molson Coors Beverage Company (MI Inst. Key: 4024242), (FDS) Molson Coors Beverage Company (MI Inst. Key: 4047873), (IT) Molson Coors Beverage Company (MI Inst. Key: 4094069), (ECHO) Molson Coors Beverage Company (MI Inst. Key: 4190757), (CHTR) Molson Coors Beverage Company (MI Inst. Key: 4121481), (TAP) Molson Coors Beverage Company (MI Inst. Key: 4209632), (SWKS) Molson Coors Beverage Company (MI Inst. Key: 4967090), (SMCI) Molson Coors Beverage Company (MI Inst. Key: 4276821), (TTD) Molson Coors Beverage Company (MI Inst. Key: 4844112), (NCLH) Molson Coors Beverage Company (MI Inst. Key: 4232236), (FOXA) Molson Coors Beverage Company (MI Inst. Key: 13518181)

S&P Global Market Intelligence's daily overview of essential Energy & Utilities news in the US, Canada and Europe.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (XEL) CNX Resources Corporation (MI Inst. Key: 4025308), (EXC) CNX Resources Corporation (MI Inst. Key: 4057056), (SO) CNX Resources Corporation (MI Inst. Key: 4004298), (CNX) CNX Resources Corporation (MI Inst. Key: 4072680), (EPD) CNX Resources Corporation (MI Inst. Key: 4059899), (EMA) CNX Resources Corporation (MI Inst. Key: 4072693), (ENB) CNX Resources Corporation (MI Inst. Key: 4089108), (AR) CNX Resources Corporation (MI Inst. Key: 4166271), (ARE) CNX Resources Corporation (MI Inst. Key: 4112108), (ENGI) CNX Resources Corporation (MI Inst. Key: 4212199), (BP.) CNX Resources Corporation (MI Inst. Key: 4000762), (CRK) CNX Resources Corporation (MI Inst. Key: 11028051), (SHEL) CNX Resources Corporation (MI Inst. Key: 4011025), (NXT) CNX Resources Corporation (MI Inst. Key: 4646110)

US Senate Democrats are seizing on a stipulation by a lawyer for the US Department of Energy acknowledging that the Trump administration canceled dozens of clean energy grants "based solely on the political identity of the grant recipient's state."

Industries: Independent Power Producers and Energy Traders

Alabama Power and Georgia Power each added about 3 GW of contracts during the quarter, including a 25-year deal with OpenAI.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (SO) (MI Inst. Key: 4004298), (MI Inst. Key: 4014956), (MI Inst. Key: 4057010)

IPO activity could be a tailwind for dealmakers as buyers look for timely acquisition opportunities and sellers face mounting pressure to exit aging investments after years of waiting for better conditions.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (EQR) Bio-Techne Corporation (MI Inst. Key: 103054), (AVB) Bio-Techne Corporation (MI Inst. Key: 103145), (D) Bio-Techne Corporation (MI Inst. Key: 4001616), (NEE) Bio-Techne Corporation (MI Inst. Key: 3010401), (MGM) Bio-Techne Corporation (MI Inst. Key: 4094582), (MLM) Bio-Techne Corporation (MI Inst. Key: 4095241), Bio-Techne Corporation (MI Inst. Key: 4682198), (TECH) Bio-Techne Corporation (MI Inst. Key: 4810610), (MRK) Bio-Techne Corporation (MI Inst. Key: 4210736), (QXO) Bio-Techne Corporation (MI Inst. Key: 4968909), (ARX) Bio-Techne Corporation (MI Inst. Key: 4279537), (SPCX) Bio-Techne Corporation (MI Inst. Key: 4253097), (ROKU) Bio-Techne Corporation (MI Inst. Key: 6225324), (FOXA) Bio-Techne Corporation (MI Inst. Key: 13518181), (PPLI) Bio-Techne Corporation (MI Inst. Key: 19880854), (CZR) Bio-Techne Corporation (MI Inst. Key: 4512023)

While the futures market still predicts Fed rate hikes starting in September, economists and market strategists believe that higher rates will do little to curb inflation.

Industries: Independent Power Producers and Energy Traders

A £1 billion takeover deal for Bluefield Solar Income Fund is set to close by the end of July as Drax navigates lower electricity prices in the UK.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (BSIF) (MI Inst. Key: 5734527), (DRX) (MI Inst. Key: 5000998)

S&P Global Market Intelligence's daily overview of essential Energy & Utilities news in the US, Canada and Europe.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (DTE) QatarEnergy (MI Inst. Key: 4057044), (ETR) QatarEnergy (MI Inst. Key: 4007889), (CPX) QatarEnergy (MI Inst. Key: 4237697), (META) QatarEnergy (MI Inst. Key: 4144156), (8058) QatarEnergy (MI Inst. Key: 4065098), (CVE) QatarEnergy (MI Inst. Key: 4342922), QatarEnergy (MI Inst. Key: 4101540), (PSX) QatarEnergy (MI Inst. Key: 4095021), (EDP) QatarEnergy (MI Inst. Key: 4098512), (SRG) QatarEnergy (MI Inst. Key: 6343196), (UN0) QatarEnergy (MI Inst. Key: 5000904), (ELE) QatarEnergy (MI Inst. Key: 4098284), (EXE) QatarEnergy (MI Inst. Key: 4010492), (SHEL) QatarEnergy (MI Inst. Key: 4011025)

A recent analysis found that a high fossil fuel scenario increases system costs by about $30 billion per year, while a clean energy scenario would cost about $25 billion per year.

Industries: Independent Power Producers and Energy Traders

The aggregate transaction value rose 12.7% year over year, aided by six deals worth more than €10 billion.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (DAN) Engie SA (MI Inst. Key: 3009591), (ULVR) Engie SA (MI Inst. Key: 4004199), (VOW3) Engie SA (MI Inst. Key: 4076524), (MKC) Engie SA (MI Inst. Key: 4219024), (KNEBV) Engie SA (MI Inst. Key: 4992788), (ETN) Engie SA (MI Inst. Key: 4991395), (RWE) Engie SA (MI Inst. Key: 4210654), (ENGI) Engie SA (MI Inst. Key: 4212199)

The privately funded project, located at the US Department of Energy's former uranium enrichment site in Paducah, Kentucky, is expected to support the development of 2 gigawatts of dedicated natural gas-fired generation and 2.6 GW of battery storage.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (NEE) Jackson Purchase Energy Corporation (MI Inst. Key: 3010401), (BN) Jackson Purchase Energy Corporation (MI Inst. Key: 4066647)

Entergy is seeing some "pockets" of concern or resistance to data centers in its service territories, executives said.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (ETR) (MI Inst. Key: 4007889), (META) (MI Inst. Key: 4144156)

The announcement followed a preliminary agreement in June and showed commercial progress for the LNG export terminal developers.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (TTE) (MI Inst. Key: 4011129), (UN0) (MI Inst. Key: 5000904), (SHEL) (MI Inst. Key: 4011025)

S&P Global Market Intelligence's weekly overview of essential coverage of the energy transition.

Industries: Independent Power Producers and Energy Traders

Mothers who have both college degrees and young children have experienced the steepest drop in the labor force participation rate since end of 2023.

Industries: Independent Power Producers and Energy Traders

S&P Global Market Intelligence's daily overview of essential Energy & Utilities news in the US, Canada and Europe.

Industries: Independent Power Producers and Energy Traders
Referenced Companies: (CMS) CenterPoint Energy, Inc. (MI Inst. Key: 4004172), (CNP) CenterPoint Energy, Inc. (MI Inst. Key: 4074390), (LNG) CenterPoint Energy, Inc. (MI Inst. Key: 4100855), (CVX) CenterPoint Energy, Inc. (MI Inst. Key: 4004170), (XIFR) CenterPoint Energy, Inc. (MI Inst. Key: 4550347), (TSLA) CenterPoint Energy, Inc. (MI Inst. Key: 4574287), (RWE) CenterPoint Energy, Inc. (MI Inst. Key: 4210654), CenterPoint Energy, Inc. (MI Inst. Key: 4239291), (KKR) CenterPoint Energy, Inc. (MI Inst. Key: 4165107)