NRG Energy (NYSE:NRG) is initiated Friday with a Buy rating and Vistra (NYSE:VST) at Neutral by Goldman Sachs, which says it is constructive on the outlook for power demand growth that should ...

Battery electric storage is booming in Texas. The technology is seen as a linchpin in climate change mitigation that can work ...

CPower's Chief Strategy Officer Mathew Sachs illustrates how aggregation of DERs, including microgrids, boosts the macro grid ...

All but ERCOT are regulated ... heating customers and power generation,” said van Welie. “The physical constraints on the gas pipeline infrastructure drive gas prices higher, resulting in ...

Outside of AI, Goldman thinks power demand is set for "a positive inflection above levels seen in recent history," given tailwinds from non-AI data centers, the reshoring of manufacturing, and ...

Gas power is ... equipment shortages, price volatility, and permitting delays, providing a measure of certainty for capital-intensive infrastructure projects. While their historical origin is ...

We noticed this today when the positions showed up on publicly available options history that we track ... New York, ERCOT, and Other Power Regions. Having examined the options trading patterns ...

We noticed this today when the trades showed up on publicly available options history that we track ... New York, ERCOT, and Other Power Regions. Following our analysis of the options activities ...

Artificial intelligence requires immense amounts of electricity. Without expanded transmission, Texas risks missing out on economic-development opportunities and worsening congestion-driven price ...

I am bullish on Vistra stock due to its acquisition of Energy Harbor, adding 6.4 GW of nuclear capacity, and positioning for AI-driven power demand growth. The Inflation Reduction Act's Production ...

We recently published a list of 15 Best Large-Cap Value Stocks to Buy as the Recession Hits. In this article, we are going to ...