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NextEra Energy (NEE): "Infinite return" gas plants & a $700M yieldco wipeout [Q1 2026]
In Q1 2026, NextEra Energy presented a massive divergence: hyping an unprecedented zero-capital mega-deal while quietly swallowing a $700 million impairment on its collapsing yieldco. In ~10 minutes: • The U.S. & Japan's sovereign-funded 9.5 GW gas mandate. • Why missing EPC pipeline welders are the real grid bottleneck. • The $0.7B write ...
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