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09:00
Apr 23 ◎
Mike Dunn NEE Q1 FY26 call
NextEra recontracted 600 MW of existing projects at an average $20/MWh price increase, indicating strong pricing power for expiring PPAs. — Higher recontracting prices support the thesis that tightening supply-demand for renewables is lifting PPA prices, benefiting other renewable owners like BEP/BEPC.
BEPC
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About BEPC Analyst Coverage

Buzzberg tracks BEPC (Brookfield Renewable Partners) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Mike Dunn.