Calls
1
Zoë Yujnovich
CEO, National Grid
Win Rate
0.0%
return
-0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$80.47
-0.9%
National Grid's $1.75 billion investment in a US AI power firm is underpinned by a firm power purchase agreement with Microsoft, making it a non-speculative, contract-backed project. This adds to a solid five-year investment plan of $90-95 billion, with about 40% allocated to the US Northeast. The AI-driven surge in electricity demand provides a long-term growth engine, de-risking National Grid's future earnings while leveraging existing jurisdictional capabilities.
Electric Utilities
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Zoë Yujnovich has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: NGG.
