10月11日,星座能源(CEG)盘中大跌5.03%,引发了市场广泛关注。
消息人士透露,这与PJM互联容量拍卖存在潜在延迟有关。分析师称,作为独立发电商,推迟拍卖将进一步推迟激励新发电所需要的市场信号,对星座能源等独立电力生产商的前景和电力供应计划产生负面影响。
巴克莱银行表示,潜在延迟令人失望,因为它将延缓为独立电力生产商提供关键市场信号。同时,如果拍卖结构发生变化,未来市场紧张程度可能会减弱,不利于独立发电商。相比之下,输配电公用事业公司如Exelon等或将从中获益。
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