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13:00
May 05 ◎
Bill Furman CEO, American Electric Power Company, Inc. AEP Q1 FY26 call
AEP's comments on PJM and its assessment of alternatives could signal a shift back toward vertically integrated utility models, a trend that would be negative for merchant power operators. — If utilities leave RTOs, they would rely more on their own generation fleets and less on open markets, potentially reducing trading volumes and negatively impacting merchant power companies' growth prospects.
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About NRG Analyst Coverage

Buzzberg tracks NRG (NRG Energy, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Bill Furman.