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Investing Topics: Electric Utilities

Eversource “Carbon Neutral” by 2030: What it Means for Utilities

By Roger S. Conrad on Dec. 19, 2019

New England-based Eversource Energy (NYSE: ES) is the latest US electric utility to target zero carbon dioxide emissions, with a far more aggressive timetable than the 2050 date set by its sector peers.

What’s Next for PG&E?

By Roger S. Conrad on Dec. 17, 2019

California’s wildfire insurance law passed last summer essentially requires Governor Gavin Newsom’s approval for any successful restructuring of PG&E Corp (NYSE: PCG). But the giant utility’s proposal is, in his words, “woefully short.”

What PG&E is Worth

By Roger S. Conrad on Sep. 23, 2019

The biggest regulated utility bankruptcy in history has entered a new phase, as California's PG&E Corp (NYSE: PCG) now has a deadline to meet in order to participate in the state's wildfire "insurance" plan.

PG&E vs Power Suppliers: A New Wrinkle

By Roger S. Conrad on Jun. 26, 2019

Almost 20 years ago, dysfunctional rules for California’s unregulated power market drove the state’s two biggest electric utilities into bankruptcy and impacted the entire sector. This year, the "inverse condemnation" rule has triggered one bankruptcy filing and may push the state's other electric utilities' ratings toward junk.

Enel SpA Wins as the EU Grows Greener

By Roger S. Conrad on May. 29, 2019

Greens and other environment-first advocates have emerged as a powerful bloc in European parliamentary elections, garnering a heavy influence on the ruling Centrist parties which will impact Europe's energy policies and providers.

Berkshire Utilities’ Next Big Utility Bite

By Roger S. Conrad on Apr. 19, 2019

Whatever happens to Berkshire Hathaway will have huge consequences not just for shareholders, but for the industries it operates in as well - including electricity.

NextEra Energy: Best in Class, But at a Price

By Roger S. Conrad on Jan. 29, 2019
Formerly known as FPL Group, NextEra Energy (NYSE: NEE) has nearly doubled the return on the Dow Jones Utility Average over the last decade and topped the S&P 500 by 70 percentage points, while emerging as America’s favorite power company.

PG&E Gets a Break, and Opportunity is Still Knocking

By Roger S. Conrad on Jan. 26, 2019
Bankruptcy court is fundamentally a negotiation, and this week PG&E Corp (NYSE:PCG) gained considerable leverage for its upcoming filing.

Electric Utilities Face the New Abnormal

By Roger S. Conrad on Nov. 18, 2018
California's historic Camp Fire, so far has claimed more than 60 lives, and estimates of damage to property are in already in the tens of billions. With super-dry conditions in the west and hurricanes in the east recurring more frequently," US utilities now face an increasing challenge ensuring grid resiliency and safety in a new abnormal of violent weather.

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b