Utilities News
Southern Company and Duke Energy: Two Utilities With Compelling Long-Term Potential
Southern Company (SO) and Duke Energy (DUK) are outperforming peers as AI data center power demand and electrification create a rare defensive-growth profile in an otherwise rate-sensitive utility sector.
Aug 9, 2026
๐บ๐ธ United StatesHawaiian Electric Q2 2026: Wildfire Recovery Progress Clouds Utility Earnings Outlook
Hawaiian Electric Industries reports Q2 2026 wildfire mitigation advances with renewable procurement progress, but elevated O&M costs drive a wider core net loss โ reflecting the long road to earnings normalization post-Maui.
Aug 9, 2026
๐บ๐ธ United StatesUS Q2 Earnings Roundup: Essent (.08 EPS Beat), PPL Miss, Wendy's Decline Expose Sector Divergence
Q2 2026 earnings across US mid-caps: Essent Group beats at .08 EPS with high quality score; PPL Corp misses; Wendy's reports revenue declines and leadership changes โ exposing sharp cross-sector divergence.
Aug 8, 2026
๐ธ๐ฌ SingaporeSingapore Greenlights Clean Energy Imports from Malaysia as Energy Security Drive Accelerates
Singapore approved two companies to conditionally import renewable electricity from Malaysian projects in Johor state
Aug 8, 2026
๐ฎ๐ณ IndiaVikram Solar Crashes 11% to Lifetime Low as Q1 Profit Plunges 85% and US Tariffs Compound Pain
Vikram Solar shares fell 11% to a fresh lifetime low after Q1 profit dropped 85% year-on-year with sharply compressed margins
Aug 7, 2026
๐ง๐ท BrazilAI Power Demand Volatility Threatens Data Center Reliability, Risking Equipment Damage and Outages
AI workloads' highly variable power consumption patterns are creating reliability risks for data center electrical infrastructure designed for more stable baseline loads
Aug 6, 2026
๐จ๐ฆ CanadaWatts Water Technologies Declares $0.63 Quarterly Dividend, Payable September 15
WTS declared a $0.63/share quarterly dividend on both Class A and Class B Common Stock, payable September 15, 2026.
Aug 4, 2026
๐จ๐ฆ CanadaTigo Energy Names Canadian Installer Stanton Solar First Advanced-Tier Partner in North America Top 10
Tigo Energy (NASDAQ: TYGO) recognized Stanton Solar as its first advanced-tier loyalty program partner in Canada.
Aug 4, 2026
๐ง๐ท BrazilBrazilian Brokerages Pick Copasa and JBS for 5%+ Weekly Gains; Safra Sells Usiminas
รon Itaรบ BBA recommends Copasa and Bradesco while Safra Corretora picks JBS and sells Usiminas, with multi-brokerage convergence on Brazilian water utilities over cyclical steel in high-Selic environment.
Aug 4, 2026
๐ง๐ท Brazilรgora's August Picks: Copasa Leads Brazilian Dividend Portfolio Targeting 13% Returns
รgora recommends five Brazilian dividend stocks projecting up to 13% returns for August, substituting Copasa (CSMG3) for Copel and Sabesp (SBSP3) for Gerdau as regulated utilities outperform cyclical steel.
Aug 4, 2026
๐ฎ๐ณ IndiaIndia Power, Solar, and Electrical Stocks Flagged for Potential Upside by Market Analysts
Indian power, solar, and electrical equipment stocks are being flagged for potential upward momentum amid clean energy policy tailwinds
Aug 3, 2026
๐จ๐ฆ CanadaHungary to Shut Only Nuclear Plant as Danube Drought Drops Below Cooling Threshold
Hungary's Paks nuclear plant will shut down for the first time after Danube drought reduces cooling water availability.
Aug 2, 2026
๐ฌ๐ง United KingdomUK MPs Propose Not-for-Profit Water Cooperative Model as Third Way Between Nationalization and Private Failure
Labour MPs propose a cooperative mutualisation model for failing UK water firms as a fiscal alternative to nationalization, directly affecting Thames Water bondholders and UK regulated utility valuations.
Aug 2, 2026
๐ GlobalRelentless European Heat Waves Disable Historic Power Sources, Driving Surge in Fossil Fuel Imports
Relentless European heat waves are disabling historically reliable nuclear and hydro power sources, forcing the continent to import more fossil fuels and pressuring TTF gas prices and EU carbon allowances.
Aug 2, 2026
๐จ๐ฆ CanadaHungary Faces Imminent Shutdown of Sole Nuclear Plant as Danube Water Levels Drop Critically
Hungary may shut its sole nuclear plant as early as this weekend after Danube River water levels dropped critically, creating an acute power supply gap and forcing costly emergency electricity imports.
Aug 2, 2026
๐บ๐ธ United StatesColgate-Palmolive Undervalued After Q2 Miss While Portland General Electric Faces Overvaluation Question
Colgate-Palmolive (CL) missed Q2 earnings estimates but GF Score of 85/100 suggests the stock remains fundamentally attractive at current levels after the earnings-driven pullback
Aug 1, 2026
๐บ๐ธ United StatesUS Energy and Utility Stocks Face Q2 Earnings Misses as Dominion, Enbridge, and Alliant Energy Disappoint
Dominion Energy (D) missed Q2 EPS estimates with actual EPS of $0.79, prompting valuation questions across the regulated utility sector.
Aug 1, 2026
๐ง๐ท BrazilEdison International Drops 5% as CEO Warns California Wildfire Liability Reform May Miss August Deadline
Edison International fell 5% after CEO Pedro Pizarro warned California lawmakers may not pass wildfire liability reforms before the August 31 deadline, leaving the utility facing potentially unlimited exposure.
Aug 1, 2026
๐ฌ๐ง United KingdomBritain'\''s Solar Installation Boom Hits 15-Year High as Fossil Fuel Shock Drives Energy Pivot
Great Britain recorded its highest solar panel installation rate in 15 years in H1 2026, driven by fossil fuel cost spikes from the US-Israel-Iran conflict accelerating the economic case for solar investment.
Aug 1, 2026
๐ง๐ท BrazilEdison International CEO Confirms Company Equipment Likely Linked to 2025 LA Wildfire
Edison International CEO confirms no alternative explanation for 2025 LA wildfire โ company equipment likely the cause
Aug 1, 2026
๐จ๐ฆ CanadaAltaGas Q2 2026 Results Presentation Released as Canadian Midstream Company Reports Quarterly Performance
AltaGas Ltd released its Q2 2026 earnings call presentation, providing investors with an update on its Canadian midstream and utility operations
Jul 31, 2026
๐จ๐ฆ CanadaFrance Shuts Golfech-2 Nuclear Reactor as 40ยฐC European Heat Wave Forces EDF Capacity Cutbacks
EDF shut down the Golfech-2 nuclear reactor in southern France as a blistering heat wave pushed temperatures toward 40ยฐC across parts of Europe
Jul 31, 2026
๐บ๐ธ United StatesEntergy and VF Corp Miss Quarterly Estimates as Utility Giant and Apparel Brand Navigate Headwinds
Entergy Corp misses Q2 EPS at $1.03 per share as regulatory costs and grid investment weigh on earnings.
Jul 30, 2026
๐จ๐ฆ CanadaIndia's Kudankulam Nuclear Expansion Costs Surge 55% After Construction Delays
The cost of adding four Russian-designed nuclear reactors at Kudankulam in southern India has risen 55%
Jul 30, 2026
๐บ๐ธ United StatesItron Q2 EPS of $1.19 Misses Estimates, Revenue Falls to $563 Million Amid Smart Grid Capex Delays
Itron Inc. reported Q2 2026 EPS of $1.19, missing analyst estimates, while revenue of $563 million came in below expectations, reflecting headwinds in the smart utility infrastructure deployment cycle
Jul 29, 2026
๐จ๐ฆ CanadaLargest US Grid Launches Emergency Capacity Auction to Meet AI Boom's Unprecedented Power Demand
PJM Interconnection, the largest US electricity grid operator, plans an emergency capacity auction to meet surging AI data centre power demand
Jul 28, 2026
๐จ๐ฆ CanadaCentral US Heat Wave Stresses Power Grid as Energy Demand Surges; IPPs and Gas Generators Positioned for Revenue Benefit
Extreme heat baking central US from Rockies to Mississippi Valley drives power demand surge, stressing regional grids
Jul 26, 2026
๐ฌ๐ง United KingdomUK Water Executives Paid ยฃ1.9m Despite Bonus Ban as Pollution and Bills Fury Mounts
Anglian Water chief Mark Thurston received ยฃ1.9 million total pay including a ยฃ500,000 retention payment despite the government bonus ban
Jul 25, 2026
๐บ๐ธ United StatesNextEra Energy Q2 Beats EPS Estimates, Maintains FY26 Guidance as Clean Energy Backlog Strengthens
NextEra Energy Q2 results beat EPS expectations while maintaining full-year FY26 guidance, with the renewables backlog reaching record levels as US clean energy infrastructure demand accelerates beyond 2025 projections.
Jul 25, 2026
๐บ๐ธ United StatesQ2 2026 Mixed Bag: Packaging Corp Misses, Dover Beats, PG&E Falls Short on GAAP
Packaging Corp of America PKG Q2 EPS of $2.15 missed estimates despite strong revenue growth
Jul 24, 2026