XLU Archives - McAlinden Research Partners

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Utilities Markets

Electricity Demand Projections Soar on Booming AI and AC Needs, Reviving Power Trading Volumes

Global electricity demand is expected to grow at the fastest annual pace in seventeen years, supercharged by data centers and…

McAlinden Research PartnersJuly 23, 2024

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Ⓛ Utilities Technology

US Utilities Finally Find the Right Catalysts for a Capex Hike as Power Price Gains Exceed Inflation

US electricity prices grew faster than inflation throughout each month of the first quarter. If this trend persists, it could…

McAlinden Research PartnersMay 8, 2024

★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Technology

US Utilities Could Supercharge CapEx to Keep Pace with Deluge of Data Center Electricity Demand

Hyperscalers like Amazon and Microsoft are expected to spend hundreds of billions of dollars expanding their vast data center networks throughout…

McAlinden Research PartnersMarch 28, 2024

★ Daily Intelligence Briefings (DIBs)Energy & Environment Manufacturing & Logistics Transportation

Infrastructure Spend Kicks EV Charging Into Gear, Utilities Collaborate to Electrify Interstate Networks

With the Senate's infrastructure bill set to get a final vote today, $7.5 billion is that much closer to being…

McAlinden Research PartnersAugust 10, 2021

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Politics & Policy

Utilities to Benefit From Biden’s Two-Track Infrastructure Program, Solar and Nuclear Energy in Focus

With a $1 trillion infrastructure bill closing in on passage in the US Senate, and a $3.5 trillion budget reconciliation on…

McAlinden Research PartnersAugust 4, 2021

★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker Energy & Environment Technology

MRP’s Electric Utilities Theme is on Fire and the Best is Yet to Come

2019 was an exceptional year for utility stocks which delivered their highest return in five years. This year, they are…

McAlinden Research PartnersJanuary 30, 2020

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