Oct. 4 at 9:26 AM
$CSIQ We have become a fully scaled US utility company with our 2B US imanufacturing investments. Now its just amarter of time when they come knocking for more power.
100$/stock
The U.S. power grid is heading toward failure as rising demand, underinvestment, and the growing share of renewables push the system to its limits, according to Bernstein.
The utility sector enters this new cycle from a position of weakness. Even in flat-demand years, utilities consistently generated negative free cash flow, plugging gaps with debt to sustain dividends. Bernstein estimates that more than half of distribution and transmission capex is devoted just to “standing still” — replacement, hardening, and resiliency projects rather than true expansion.
"Why this analyst says it’s if, not when, the U.S. power grid fails"
https://www.investing.com/news/stock-market-news/why-this-analyst-says-its-if-not-when-the-us-power-grid-fails-4263870
