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21:30
Feb 18 ◎
Pedro Pizarro CEO, Edison International EIX Q4 FY25 call
Covered conductor installation is now over 90% complete at 7,000+ miles, suggesting a potential inflection point where the pace of grid-hardening spend on conductor may taper off, shifting to other wildfire mitigation technologies. — As this major program approaches completion, the demand profile for covered conductor and related hardware could decelerate, potentially affecting suppliers' order books.
NUE
MED

About NUE Analyst Coverage

Buzzberg tracks NUE (Nucor Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Pedro Pizarro.