MI: All Utilities Articles

Trump: 'Iran Negotiations Possible to Restart Within 2 Days' - Battle over Uranium Enrichment

Wed, 15 Apr 2026 01:14:00 GMT

U.S. President Trump indicated on April 14 that negotiations with Iran to end hostilities could resume in Pakistan within two days. To bridge the gap...

Industries: Utilities

Virginia set to rejoin RGGI carbon market on July 1

Karin Rives — Tue, 14 Apr 2026 21:47:00 GMT

Dominion Energy said it will petition Virginia regulators for a rider allowing it to recoup cap-and-trade auction costs from its ratepayers.

Industries: Utilities
Referenced Companies: (D) (MI Inst. Key: 4001616)

Ratepayers could bear brunt of US utilities' $1.4 trillion capex plans – report

Noah Schwartz — Tue, 14 Apr 2026 21:25:00 GMT

Nearly half of the proposed capex spending is for transmission and distribution, while 30% is for generation, according to an April 14 report from consumer advocacy group PowerLines.

Industries: Utilities
Referenced Companies: (NEE) (MI Inst. Key: 3010401), (DUK) (MI Inst. Key: 4121470)

NARUC tells FERC 'there is no regulatory gap' for data center-related grid costs

Zack Hale — Tue, 14 Apr 2026 20:21:00 GMT

"Changing the regulatory regime now will result in further uncertainty in the interconnection process and potentially unwind the state initiatives already put in place," the National Association of Regulatory Commissioners said.

Industries: Utilities
Referenced Companies: (D) (MI Inst. Key: 4001616), (MI Inst. Key: 4057032), (MI Inst. Key: 6932536)

Md. bill aims to lower energy costs, but gas utilities doubt long-term impact

Parker Leipzig — Tue, 14 Apr 2026 19:57:00 GMT

The Maryland General Assembly passed the act, which now goes to Gov. Wes Moore, a Democrat, who has expressed support.

Industries: Utilities

Financial Focus: Surging energy demand puts US utility capex forecast near $1.3T in 2026–30

Jason Lehmann, Dan Lowrey, Heike Doerr — Tue, 14 Apr 2026 19:24:00 GMT

RRA forecasts approximately $1.3 trillion of capital expenditures for US energy utilities between 2026 and 2030, up 29% from our December 2025 forecast, as companies seek to modernize and expand infrastructure in response to heightened energy demand.

Industries: Utilities
Referenced Companies: (AEP) Eversource Energy (MI Inst. Key: 4006321), (AEE) Eversource Energy (MI Inst. Key: 4007308), (ATO) Eversource Energy (MI Inst. Key: 4057157), (AVA) Eversource Energy (MI Inst. Key: 4057075), (BKH) Eversource Energy (MI Inst. Key: 4010420), (CPK) Eversource Energy (MI Inst. Key: 4057113), (DTE) Eversource Energy (MI Inst. Key: 4057044), (ED) Eversource Energy (MI Inst. Key: 4057041), (ETR) Eversource Energy (MI Inst. Key: 4007889), (FE) Eversource Energy (MI Inst. Key: 4056944), (NEE) Eversource Energy (MI Inst. Key: 3010401), (IDA) Eversource Energy (MI Inst. Key: 4056949), (SR) Eversource Energy (MI Inst. Key: 4002506), (MGEE) Eversource Energy (MI Inst. Key: 4072883), (MDU) Eversource Energy (MI Inst. Key: 4010692), Eversource Energy (MI Inst. Key: 4022309), (NFG) Eversource Energy (MI Inst. Key: 4010821), (NI) Eversource Energy (MI Inst. Key: 4057051), (NJR) Eversource Energy (MI Inst. Key: 4057128), (XEL) Eversource Energy (MI Inst. Key: 4025308), (ES) Eversource Energy (MI Inst. Key: 4057052), (PNW) Eversource Energy (MI Inst. Key: 4056951), (PPL) Eversource Energy (MI Inst. Key: 4057058), (SO) Eversource Energy (MI Inst. Key: 4004298), (SRE) Eversource Energy (MI Inst. Key: 4057062), (SWX) Eversource Energy (MI Inst. Key: 4884928), (POR) Eversource Energy (MI Inst. Key: 4057019), (NWE) Eversource Energy (MI Inst. Key: 4057053), (DUK) Eversource Energy (MI Inst. Key: 4121470), (ORCL) Eversource Energy (MI Inst. Key: 4041363), (AWK) Eversource Energy (MI Inst. Key: 4004387), (OGS) Eversource Energy (MI Inst. Key: 4427129), (HTO) Eversource Energy (MI Inst. Key: 5000889), (ARTN.A) Eversource Energy (MI Inst. Key: 5000856), (YORW) Eversource Energy (MI Inst. Key: 5000792), (CWT) Eversource Energy (MI Inst. Key: 4721056), (AWR) Eversource Energy (MI Inst. Key: 4093614), (WTRG) Eversource Energy (MI Inst. Key: 4092620), (NWN) Eversource Energy (MI Inst. Key: 4057132)

Data Dispatch: Modest risk appetite returns for US investors in April

Nick Lazzaro — Tue, 14 Apr 2026 19:12:00 GMT

US investors demonstrated a tentative return to risk appetite in April after a risk-off March, with sentiment driven by shareholder returns and equity fundamentals.

Industries: Utilities

The Daily Dose: PM Edition: Bloom Energy stock soars; Boardwalk Pipelines buys Spire Marketing

Stephen Cedric Jumchai — Tue, 14 Apr 2026 18:02:00 GMT

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

Industries: Utilities
Referenced Companies: (SR) Endesa, S.A. (MI Inst. Key: 4002506), (XEL) Endesa, S.A. (MI Inst. Key: 4025308), (ORCL) Endesa, S.A. (MI Inst. Key: 4041363), (NEXT) Endesa, S.A. (MI Inst. Key: 4571228), (ELE) Endesa, S.A. (MI Inst. Key: 4098284), (BE) Endesa, S.A. (MI Inst. Key: 4252232)

Europe faces €500B clean energy funding gap, Eurelectric warns

Andreas Franke — Tue, 14 Apr 2026 17:33:00 GMT

The power sector association proposed a 10-point plan to de-risk EU energy transition investing, including measures to create a stable regulatory and policy environment.

Industries: Utilities
Referenced Companies: (MI Inst. Key: 4261613)

The Daily Intel: High energy prices cloud monetary policy paths; Q1 M&A value hits multiyear high

Mary Brown — Tue, 14 Apr 2026 17:09:00 GMT

A selection of the best exclusive reporting from S&P Global Market Intelligence.

Industries: Utilities

RRA Regulatory Focus: Recent legislative, policy shifts cast spotlight on Ind. utilities

Russell Ernst, Cameron Mays — Tue, 14 Apr 2026 17:01:00 GMT

Indiana's regulatory climate is undergoing meaningful changes that will alter aspects of the state's electric utility ratemaking framework and highlight affordability issues.

Industries: Utilities
Referenced Companies: (AEP) AES Indiana (MI Inst. Key: 4006321), (AES) AES Indiana (MI Inst. Key: 4055465), (NI) AES Indiana (MI Inst. Key: 4057051), (CNP) AES Indiana (MI Inst. Key: 4074390), AES Indiana (MI Inst. Key: 4057003), AES Indiana (MI Inst. Key: 4024697), AES Indiana (MI Inst. Key: 4057100), (DUK) AES Indiana (MI Inst. Key: 4121470)

Bloom Energy stock soars on 2.8-GW deal with Oracle

Siri Hedreen — Tue, 14 Apr 2026 16:47:00 GMT

The fuel cell maker said it is already deploying the first 1.2 gigawatts of contracted capacity to help Oracle meet rising demand for artificial intelligence workloads.

Industries: Utilities
Referenced Companies: (ORCL) Oracle Corporation (MI Inst. Key: 4041363), (BE) Oracle Corporation (MI Inst. Key: 4252232)

Renewable energy buyers seek more contract flexibility to counter rising prices

Allison Good — Tue, 14 Apr 2026 16:46:00 GMT

Solar power purchase agreement prices increased by 4.7% in the first quarter of 2026, up 13% year-over-year, while wind PPA prices rose 8%, or nearly 24% year-over-year, according to an April 14 report by PPA marketplace LevelTen Energy.

Industries: Utilities
Referenced Companies: (AMZN) (MI Inst. Key: 3001792), (MSFT) (MI Inst. Key: 4004214), (META) (MI Inst. Key: 4144156)

Energy Evolution Podcast: War, sanctions and climate: The forces redefining Russian energy

S&P Global Energy — Tue, 14 Apr 2026 16:46:00 GMT

The Energy Evolution podcast from S&P Global Energy explores the shifting energy landscape with leading experts.

Industries: Utilities

Boardwalk Pipelines to unlock supply routes with acquisition of Spire Marketing

Killian Staines — Tue, 14 Apr 2026 16:36:00 GMT

The acquisition will help Boardwalk serve customers who lack their own marketing business, including many data center operators, President and CEO Scott Hallam said.

Industries: Utilities
Referenced Companies: (SR) Spire Inc. (MI Inst. Key: 4002506)

Iberdrola to acquire 42-MW Italian solar farm from Austria's CCE

Julia Reign Reyes — Tue, 14 Apr 2026 16:36:00 GMT

The solar farm will be part of the company's Etruria complex, along with the 23-MW Montalto di Castro, 33-MW Tarquinia, 7-MW Montefiascone, 33-MW Limes 15, 18-MW Limes 10 and 18-MW Tuscania solar farms.

Industries: Utilities
Referenced Companies: (IBE) (MI Inst. Key: 4102079)

FERC approves grid coordination among SPP, neighboring regions

Tom Tiernan — Tue, 14 Apr 2026 15:44:00 GMT

Tariff revisions filed by the Southwest Power Pool to comply with the interregional planning requirements of FERC Order 1000 – the 2011 rule aimed at enabling transmission expansion – were approved to match SPP's broader footprint effective April 1.

Industries: Utilities

Sonnedix, Endesa sign 262.8-GWh hybrid solar-storage hedge in Spain

Selene Balasta — Tue, 14 Apr 2026 15:40:00 GMT

The deal will allow Sonnedix to hedge its solar and battery energy storage positions beginning in 2027.

Industries: Utilities
Referenced Companies: (ELE) Endesa, S.A. (MI Inst. Key: 4098284)

Project Progress: TotalEnergies exits US offshore wind; hyperscalers turn to nuclear power deals

Selene Balasta — Tue, 14 Apr 2026 15:13:00 GMT

S&P Global Market Intelligence's fortnightly overview of essential infrastructure news in the US and Canadian power sector.

Industries: Utilities
Referenced Companies: (ORSTED) Ørsted A/S (MI Inst. Key: 4554125)

Data Dispatch: Q1 2026 earnings gains projected in 8 S&P 500 sectors, led by IT

Nick Lazzaro, Umer Khan — Tue, 14 Apr 2026 14:23:00 GMT

Analysts expect S&P 500 companies to post a 12.1% year-over-year earnings increase, with the IT sector leading growth.

Industries: Utilities
Referenced Companies: (CINF) Cincinnati Financial Corporation (MI Inst. Key: 103262), (MRK) Cincinnati Financial Corporation (MI Inst. Key: 4004265), (FISV) Cincinnati Financial Corporation (MI Inst. Key: 113881), (ADBE) Cincinnati Financial Corporation (MI Inst. Key: 4047847), (AAPL) Cincinnati Financial Corporation (MI Inst. Key: 4004205), (GOOGL) Cincinnati Financial Corporation (MI Inst. Key: 4633618), (INTC) Cincinnati Financial Corporation (MI Inst. Key: 4025746), (NVDA) Cincinnati Financial Corporation (MI Inst. Key: 4094286), (AMZN) Cincinnati Financial Corporation (MI Inst. Key: 3001792), (BKNG) Cincinnati Financial Corporation (MI Inst. Key: 4122589), (IBKR) Cincinnati Financial Corporation (MI Inst. Key: 4153870), (MSFT) Cincinnati Financial Corporation (MI Inst. Key: 4004214), (EQIX) Cincinnati Financial Corporation (MI Inst. Key: 4570011), (ALB) Cincinnati Financial Corporation (MI Inst. Key: 4121019), (MU) Cincinnati Financial Corporation (MI Inst. Key: 4133530), (UAL) Cincinnati Financial Corporation (MI Inst. Key: 4994529), (CRH) Cincinnati Financial Corporation (MI Inst. Key: 4213375), (MPC) Cincinnati Financial Corporation (MI Inst. Key: 4136924), (NOC) Cincinnati Financial Corporation (MI Inst. Key: 4069910), (DOW) Cincinnati Financial Corporation (MI Inst. Key: 4209300), (CRWD) Cincinnati Financial Corporation (MI Inst. Key: 12917530), (OTIS) Cincinnati Financial Corporation (MI Inst. Key: 6331068), (VRT) Cincinnati Financial Corporation (MI Inst. Key: 11078438)

Data Dispatch: Big March deals push total outsize transaction value to multiyear high in Q1

Audrey Elsberry, Umer Khan — Tue, 14 Apr 2026 13:58:00 GMT

Two big deals announced in March were among the largest of the past 12 months, according to S&P Global Market Intelligence data.

Industries: Utilities
Referenced Companies: (MS) Morgan Stanley & Co. International plc (MI Inst. Key: 103042), (JPM) Morgan Stanley & Co. International plc (MI Inst. Key: 100201), (BAC) Morgan Stanley & Co. International plc (MI Inst. Key: 100369), (WFC) Morgan Stanley & Co. International plc (MI Inst. Key: 100382), (C) Morgan Stanley & Co. International plc (MI Inst. Key: 4041896), (GS) Morgan Stanley & Co. International plc (MI Inst. Key: 4039450), (AES) Morgan Stanley & Co. International plc (MI Inst. Key: 4055465), (EA) Morgan Stanley & Co. International plc (MI Inst. Key: 4100183), (NFLX) Morgan Stanley & Co. International plc (MI Inst. Key: 4104060), (DVN) Morgan Stanley & Co. International plc (MI Inst. Key: 4010561), (UNP) Morgan Stanley & Co. International plc (MI Inst. Key: 4004099), (NSC) Morgan Stanley & Co. International plc (MI Inst. Key: 4021829), (EVR) Morgan Stanley & Co. International plc (MI Inst. Key: 4065540), (NVDA) Morgan Stanley & Co. International plc (MI Inst. Key: 4094286), (MSFT) Morgan Stanley & Co. International plc (MI Inst. Key: 4004214), (ZURN) Morgan Stanley & Co. International plc (MI Inst. Key: 4042156), Morgan Stanley & Co. International plc (MI Inst. Key: 4262539), (TECK.B) Morgan Stanley & Co. International plc (MI Inst. Key: 4141965), (AAL) Morgan Stanley & Co. International plc (MI Inst. Key: 4193273), (8053) Morgan Stanley & Co. International plc (MI Inst. Key: 4047416), (AWK) Morgan Stanley & Co. International plc (MI Inst. Key: 4004387), (MC) Morgan Stanley & Co. International plc (MI Inst. Key: 4363272), (PJT) Morgan Stanley & Co. International plc (MI Inst. Key: 4586311), (BEZ) Morgan Stanley & Co. International plc (MI Inst. Key: 4096135), Morgan Stanley & Co. International plc (MI Inst. Key: 4787962), (ABT) Morgan Stanley & Co. International plc (MI Inst. Key: 4004092), (PANW) Morgan Stanley & Co. International plc (MI Inst. Key: 4318651), (KMB) Morgan Stanley & Co. International plc (MI Inst. Key: 4060881), (SYY) Morgan Stanley & Co. International plc (MI Inst. Key: 4064204), (3391) Morgan Stanley & Co. International plc (MI Inst. Key: 4210337), Morgan Stanley & Co. International plc (MI Inst. Key: 4555103), Morgan Stanley & Co. International plc (MI Inst. Key: 4695380), Morgan Stanley & Co. International plc (MI Inst. Key: 4971799), (ORA) Morgan Stanley & Co. International plc (MI Inst. Key: 4155813), (ENGI) Morgan Stanley & Co. International plc (MI Inst. Key: 4212199), (CTRA) Morgan Stanley & Co. International plc (MI Inst. Key: 4010469), (EQH) Morgan Stanley & Co. International plc (MI Inst. Key: 9170810), (KDP) Morgan Stanley & Co. International plc (MI Inst. Key: 4547508), (BX) Morgan Stanley & Co. International plc (MI Inst. Key: 4157397), (EQT) Morgan Stanley & Co. International plc (MI Inst. Key: 4619073), (JDEP) Morgan Stanley & Co. International plc (MI Inst. Key: 19885629), (APO) Morgan Stanley & Co. International plc (MI Inst. Key: 4204256), (CRBG) Morgan Stanley & Co. International plc (MI Inst. Key: 102701), (WBD) Morgan Stanley & Co. International plc (MI Inst. Key: 4216584), (KVUE) Morgan Stanley & Co. International plc (MI Inst. Key: 109390153), (LAZ) Morgan Stanley & Co. International plc (MI Inst. Key: 4097347), (BLK) Morgan Stanley & Co. International plc (MI Inst. Key: 4048287), (PSKY) Morgan Stanley & Co. International plc (MI Inst. Key: 4074329), (BAM) Morgan Stanley & Co. International plc (MI Inst. Key: 110972125)

Data Dispatch: US corporate bankruptcy reorganizations more than double liquidations in Q1

Umer Khan, Nick Lazzaro — Tue, 14 Apr 2026 13:46:00 GMT

Reorganizations accounted for more than 70% of 181 large corporate bankruptcies in the first quarter.

Industries: Utilities
Referenced Companies: (FATA.Q) (MI Inst. Key: 8128658), (CMLS.Q) (MI Inst. Key: 4121694)

The Daily Dose: Vineyard Wind sues GE Vernova over contract; NextDecade OK'd to boost workforce

Selene Balasta — Tue, 14 Apr 2026 13:35:00 GMT

S&P Global Market Intelligence's fortnightly overview of essential infrastructure news in the US and Canadian power sector.

Industries: Utilities
Referenced Companies: (AEP) American Electric Power Company, Inc. (MI Inst. Key: 4006321), American Electric Power Company, Inc. (MI Inst. Key: 4057081), American Electric Power Company, Inc. (MI Inst. Key: 4057003), (CVX) American Electric Power Company, Inc. (MI Inst. Key: 4004170), (ORCL) American Electric Power Company, Inc. (MI Inst. Key: 4041363), (SCATC) American Electric Power Company, Inc. (MI Inst. Key: 4395585), (EQNR) American Electric Power Company, Inc. (MI Inst. Key: 4204408), (BP.) American Electric Power Company, Inc. (MI Inst. Key: 4000762), (NEXT) American Electric Power Company, Inc. (MI Inst. Key: 4571228), (BE) American Electric Power Company, Inc. (MI Inst. Key: 4252232)

US and Iran may hold second talks in Pakistan this week, Reuters reports

Tue, 14 Apr 2026 12:26:00 GMT

Reuters reported on April 14 that the United States and Iran may hold a second round of talks in Islamabad, the capital of Pakistan, this week to end...

Industries: Utilities

Longtime EEI grid security specialist Scott Aaronson exits organization

John Siciliano, Tom Tiernan — Tue, 14 Apr 2026 12:13:00 GMT

Jennifer DeCesaro, Edison Electric Institute's senior vice president for industry operations, will take Scott Aaronson's place.

Industries: Utilities

Governor Yuriko Koike: Nuclear Waste Final Disposal Site 'Should Be Handled by the National Government'

Tue, 14 Apr 2026 09:13:00 GMT

Tokyo Governor Yuriko Koike stated on April 14 that the selection of a final disposal site for high-level radioactive waste (nuclear waste) from...

Industries: Utilities

Energy Power's after-tax profit for the six-month period ended February 2026: Up 290%; Full-year forecast unchanged

Tue, 14 Apr 2026 08:11:00 GMT

On the 14th, Energy Power announced its standalone financial results for the six-month period ended February 2026. After-tax profit was 944 million...

Industries: Utilities

Trump says 'Iran has contacted us,' hints at continued negotiations; halting uranium enrichment likely to be the focus

Mon, 13 Apr 2026 22:55:00 GMT

U.S. President Trump told reporters at the White House on April 13, "We have been contacted by the Iranian side. They are very eager to make a deal...

Industries: Utilities

All Things Sustainable Podcast: The rise of billion-dollar US weather and climate disasters

S&P Global Energy — Mon, 13 Apr 2026 21:25:00 GMT

The All Things Sustainable podcast from S&P Global Energy explores the shifting energy landscape with leading experts.

Industries: Utilities

Vineyard Wind sues GE Vernova unit to block service contract termination

Noah Schwartz — Mon, 13 Apr 2026 20:06:00 GMT

Subsidiary GE Renewables wants to terminate its deal to service the wind farm's turbines, which Vineyard Wind said could threaten the financial viability of the project.

Industries: Utilities
Referenced Companies: (MI Inst. Key: 4057045), (IBE) (MI Inst. Key: 4102079), (GEV) (MI Inst. Key: 108612670)

SoCalGas CEO to join Indiana Michigan Power as president

Stephen Cedric Jumchai — Mon, 13 Apr 2026 18:11:00 GMT

Maryam Brown will succeed Steve Baker as president and COO of AEP's Indiana Michigan Power.

Industries: Utilities
Referenced Companies: (AEP) Southern California Gas Company (MI Inst. Key: 4006321), (SRE) Southern California Gas Company (MI Inst. Key: 4057062), Southern California Gas Company (MI Inst. Key: 4057003)

The Daily Dose: PM Edition: TotalEnergies' US offshore wind exit; pipeline applications swell

Stephen Cedric Jumchai — Mon, 13 Apr 2026 17:22:00 GMT

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

Industries: Utilities
Referenced Companies: (HE) Xcel Energy Inc. (MI Inst. Key: 1031123), (XEL) Xcel Energy Inc. (MI Inst. Key: 4025308), Xcel Energy Inc. (MI Inst. Key: 4057001), (TTE) Xcel Energy Inc. (MI Inst. Key: 4011129)

Japan's Infroneer to buy waterworks operator Swing for $560m

Mon, 13 Apr 2026 17:03:00 GMT

Nikkei staff writers TOKYO -- Japanese infrastructure developer Infroneer Holdings has decided to purchase the domestic waterworks operator Swing...

Industries: Utilities

Reorganization to Improve Water Infrastructure Efficiency: Infroneer Acquires Major Equipment Company for 90 Billion Yen

Mon, 13 Apr 2026 17:00:00 GMT

Infroneer Holdings (HD), a major infrastructure construction company, has decided to acquire Swing (Minato-ku, Tokyo), a major water equipment company...

Industries: Utilities

The Daily Intel: US prices rise, wages stall; Lithuanian, Polish banks lead liquidity gains

Mary Brown — Mon, 13 Apr 2026 16:59:00 GMT

A selection of the best exclusive reporting from S&P Global Market Intelligence.

Industries: Utilities

US EPA clears Marquis to bury CO2 emissions from Ill. biofuels plant

Siri Hedreen — Mon, 13 Apr 2026 16:48:00 GMT

The permit enables the biofuels producer to inject up to 9 million metric tons of CO2 beneath Putnam County, Illinois, over a six-year period.

Industries: Utilities
Referenced Companies: (ADM) (MI Inst. Key: 4044801)

UK signs small modular reactor contract with Rolls-Royce; £599M funding given

Mon, 13 Apr 2026 16:03:00 GMT

Wylfa is a planned 1,410-MW nuclear plant adjacent to a shut Magnox nuclear plant.

Industries: Utilities

RRA Regulatory Focus: Md. People's Counsel looks to slash ROE for Washington Gas

Lillian Federico — Mon, 13 Apr 2026 15:37:00 GMT

The People's Counsel is recommending a 6.74% authorized return on equity (ROE) in a pending rate case for Washington Gas, while the commission staff is recommending a more moderate reduction in the authorized ROE to 9.40%.

Industries: Utilities
Referenced Companies: (EXC) Exelon Corporation (MI Inst. Key: 4057056), (ALA) Exelon Corporation (MI Inst. Key: 4135391), (OGS) Exelon Corporation (MI Inst. Key: 4427129)

South Texas Electric acquires 768-MW gas-fired plants from ProEnergy

Julia Reign Reyes — Mon, 13 Apr 2026 15:17:00 GMT

Under the terms of the deal, ProEnergy will continue to operate and maintain the plants through operations, maintenance and total care services.

Industries: Utilities

Higher energy prices complicate monetary policy paths for major central banks

Nick Lazzaro — Mon, 13 Apr 2026 14:44:00 GMT

Several central banks may delay rate cuts or even consider rate hikes this year as oil price shocks drive up inflation expectations across the globe.

Industries: Utilities

Regulatory Roundup: Trump's FY'27 budget to slash environment funds; US to reunify offshore agencies

Selene Balasta, Zack Hale — Mon, 13 Apr 2026 14:29:00 GMT

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

Industries: Utilities
Referenced Companies: (DUK) Duke Energy Corporation (MI Inst. Key: 4121470)

Rising prices, stalling wages strain US consumers amid Iran war impacts

Brian Scheid — Mon, 13 Apr 2026 14:00:00 GMT

One measure of inflation increased at the highest pace in nearly two years.

Industries: Utilities

Data Dispatch: TotalEnergies' US offshore wind exit contrasts with global power-sector push

Alex Blackburne, Gaurang Dholakia — Mon, 13 Apr 2026 13:40:00 GMT

The French oil major's $1 billion US offshore wind exit belies an expanding global power push and big bet on electricity, even as peers scale back their clean energy ambitions.

Industries: Utilities
Referenced Companies: (EQNR) (MI Inst. Key: 4204408), (TTE) (MI Inst. Key: 4011129), (BP.) (MI Inst. Key: 4000762), (RWE) (MI Inst. Key: 4210654), (ADANIGREEN) (MI Inst. Key: 6577455), (SHEL) (MI Inst. Key: 4011025)

Hawaiian Electric pays 1st $479M tranche of $2B Maui fire settlement

Garrett Hering — Mon, 13 Apr 2026 13:32:00 GMT

The first release of payments comes after insurance companies dropped an appeal in a state court over subrogation claims.

Industries: Utilities
Referenced Companies: (HE) Hawaiian Electric Industries, Inc. (MI Inst. Key: 1031123), Hawaiian Electric Industries, Inc. (MI Inst. Key: 4057001)

S&P Global Market Intelligence Q1 2026 M&A league tables

Karl Angelo Vidal — Mon, 13 Apr 2026 13:12:00 GMT

S&P Global Market Intelligence on April 13 released first-quarter 2026 M&A league tables for its covered North American sectors.

Industries: Utilities
Referenced Companies: (MS) Marsh & McLennan Companies, Inc. (MI Inst. Key: 103042), (MRSH) Marsh & McLennan Companies, Inc. (MI Inst. Key: 103442)

S&P Global Market Intelligence Q1 2026 capital markets league tables

Karl Angelo Vidal — Mon, 13 Apr 2026 13:11:00 GMT

S&P Global Market Intelligence on April 13 released first-quarter 2026 capital markets league tables for its covered North American sectors.

Industries: Utilities

Data Dispatch: Goldman Sachs tops utility M&A adviser ranking by deal value in Q1 2026

Nephele Kirong, Neel Hiteshbhai Bharucha — Mon, 13 Apr 2026 13:01:00 GMT

Goldman Sachs was the top financial adviser for utility deals in the first quarter based on values, having worked on three transactions totaling $53.91 billion.

Industries: Utilities
Referenced Companies: (MS) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 103042), (JPM) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 100201), (BAC) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 100369), (WFC) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 100382), (C) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4041896), (GS) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4039450), (AES) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4055465), (POR) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4057019), (EVR) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4065540), (LAZ) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4097347), (JEF) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 103464), (RY) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 100522), (HLI) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 105600), (VST) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4085953), (CEG) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4072145), (TLN) Alvarez & Marsal Holdings, LLC (MI Inst. Key: 4535411)

Data Dispatch: Mizuho Securities tops list of utilities debt underwriters in Q1 2026

Darren Sweeney, Neel Hiteshbhai Bharucha — Mon, 13 Apr 2026 12:55:00 GMT

Mizuho Securities USA served as a book manager for 11 offerings with a total deal credit of $1.32 billion in the first quarter, according to an S&P Global Market Intelligence ranking by deal credit.

Industries: Utilities
Referenced Companies: (MS) Truist Securities, Inc. (MI Inst. Key: 103042), (JPM) Truist Securities, Inc. (MI Inst. Key: 100201), (WFC) Truist Securities, Inc. (MI Inst. Key: 100382), (C) Truist Securities, Inc. (MI Inst. Key: 4041896), (GS) Truist Securities, Inc. (MI Inst. Key: 4039450), (XEL) Truist Securities, Inc. (MI Inst. Key: 4025308), (NRG) Truist Securities, Inc. (MI Inst. Key: 4057436), (BARC) Truist Securities, Inc. (MI Inst. Key: 114508), (8306) Truist Securities, Inc. (MI Inst. Key: 4115073)

Insight Weekly: China's rare earth dominance leaves global supply chains playing catch-up

Dea Sauva — Mon, 13 Apr 2026 12:17:00 GMT

This week's edition also covers US bank charter applications, US REITs' performance in the first quarter and regional supply chain exposures to the Middle East war.

Industries: Utilities

RRA Regulatory Focus: PacifiCorp drives transmission growth in West; Georgia Power leads Southeast

Jim O'Reilly — Thu, 09 Apr 2026 15:10:00 GMT

Transmission rate base growth and utility capital expenditure accelerate in the US West and Southeast to meet growing data center loads and the interconnection of new generation resources.

Industries: Utilities
Referenced Companies: (AEE) FirstEnergy Corp. (MI Inst. Key: 4007308), (AES) FirstEnergy Corp. (MI Inst. Key: 4055465), (D) FirstEnergy Corp. (MI Inst. Key: 4001616), (ED) FirstEnergy Corp. (MI Inst. Key: 4057041), (ETR) FirstEnergy Corp. (MI Inst. Key: 4007889), (FE) FirstEnergy Corp. (MI Inst. Key: 4056944), (NEE) FirstEnergy Corp. (MI Inst. Key: 3010401), (IDA) FirstEnergy Corp. (MI Inst. Key: 4056949), (MDU) FirstEnergy Corp. (MI Inst. Key: 4010692), FirstEnergy Corp. (MI Inst. Key: 4022309), (XEL) FirstEnergy Corp. (MI Inst. Key: 4025308), (EXC) FirstEnergy Corp. (MI Inst. Key: 4057056), (PNW) FirstEnergy Corp. (MI Inst. Key: 4056951), (PPL) FirstEnergy Corp. (MI Inst. Key: 4057058), (SO) FirstEnergy Corp. (MI Inst. Key: 4004298), FirstEnergy Corp. (MI Inst. Key: 4057032), (DUK) FirstEnergy Corp. (MI Inst. Key: 4121470), (BX) FirstEnergy Corp. (MI Inst. Key: 4157397), (EIX) FirstEnergy Corp. (MI Inst. Key: 4056943), (OGE) FirstEnergy Corp. (MI Inst. Key: 4057055), (OTTR) FirstEnergy Corp. (MI Inst. Key: 4057017), (PCG) FirstEnergy Corp. (MI Inst. Key: 4057057), (PEG) FirstEnergy Corp. (MI Inst. Key: 4050911), (WMB) FirstEnergy Corp. (MI Inst. Key: 4011165), FirstEnergy Corp. (MI Inst. Key: 4056975), FirstEnergy Corp. (MI Inst. Key: 4017451), FirstEnergy Corp. (MI Inst. Key: 4057010), FirstEnergy Corp. (MI Inst. Key: 4057016), FirstEnergy Corp. (MI Inst. Key: 4057095), FirstEnergy Corp. (MI Inst. Key: 4057097), FirstEnergy Corp. (MI Inst. Key: 4057099), FirstEnergy Corp. (MI Inst. Key: 4009083), FirstEnergy Corp. (MI Inst. Key: 4057103), (TRP) FirstEnergy Corp. (MI Inst. Key: 4087757), FirstEnergy Corp. (MI Inst. Key: 4062485), FirstEnergy Corp. (MI Inst. Key: 4073320), (ET) FirstEnergy Corp. (MI Inst. Key: 4111501), (FTS) FirstEnergy Corp. (MI Inst. Key: 4082871), (KMI) FirstEnergy Corp. (MI Inst. Key: 4275772), FirstEnergy Corp. (MI Inst. Key: 4272394), FirstEnergy Corp. (MI Inst. Key: 4170486), (EVRG) FirstEnergy Corp. (MI Inst. Key: 8603803)