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These midcap utilities are a play on data center demand – and offer generous dividends, Morningstar says

CNBC: Investing

Large cap utilities had a stunning performance in 2024, but investors might consider turning to midcaps if they're searching for opportunities.

Utilities 122
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Tech companies want nuclear power. Some utilities are throwing up roadblocks

CNBC: Investing

Investors are looking at nuclear plants as an increasingly valuable resource as data centers' power needs grow.

Utilities 145
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EU FSR – the notification regime begins; what does it mean for infrastructure investors?

JD Supra: Mergers

The Foreign Subsidies Regulation (FSR) establishes a new suspensory notification obligation for certain M&A transactions, joint ventures, public procurements and utilities procurements – even transactions and procurements that have not received any subsidies from foreign governments. By: Allen & Overy LLP

Investors 163
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Battery storage M&A powers into 2024

JD Supra: Mergers

Battery energy storage systems (BESS), which enable utility companies and grid operators to access pools of surplus renewable energy on demand that would otherwise be wasted, play a central role in the global energy transition.

M&A 194
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This power company has outpaced Nvidia, could ink next nuclear deal after Three Mile Island

CNBC: Investing

The Three Mile Island restart demonstrates the growing financial opportunity that nuclear power represents for utilities and their investors.

Utilities 126
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Vistra is no ordinary utility. Its stock is off to a big 2025 already

CNBC: Investing

Vistra is viewed by investors as a nimble power company that is well positioned to quickly serve surging electricity demand from data centers.

Utilities 105
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Renewable energy assets yielded big deals for utilities and others in 2023

PE Hub

Apollo, ArcLight, Blackstone, Brookfield, EnCap and other investors struck big deals for wind, solar and hydro portfolios. The post Renewable energy assets yielded big deals for utilities and others in 2023 appeared first on PE Hub.