Jefferies - Power & Utilities - PowerPoints_ CA_MO_TX Regulatory, Data Centers,
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
应用介绍
CA (=) Watching cost of capital with utility ex-parte meeting today. AEE/EVRG
(=) MO Staff in peer case is reasonable. Data center latest McKinsey forecast
+50% YoY. PLUG (+) Large new orders for 2026-2027. TX (expected +) Approves
Permian Basin Reliability Plan. Supreme Court does not stay stricter environmental
rules, pressuring coal plants. California insights and sector read-throughs from
Algonquin CalPECO
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