National Grid (NGG) downgraded to Hold with a $77 target as valuation looks stretched amid £60B+ CapEx, rising debt, and AI ...
Duke Energy didn’t turn to artificial intelligence to chase the latest tech trend. It shifted to AI because every storm season now tests grid resilience. In 2024, the utility’s investment arm backed ...
Grid congestion is limiting the value renewable energy assets can deliver. This is especially painful for projects that are technically complete, fully permitted and financed, yet unable to capture ...
Electrical substation infrastructure increasingly sits at the front of data center project planning as utilities tighten grid access and require major power upgrades ...
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