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10月11日 - ** 经纪公司巴克莱指出,电网运营商 PJM 互联容量拍卖的潜在延迟将对 PJM 运营的独立电力生产商产生负面影响
** 可能对星座能源 、塔伦能源 、公共服务企业集团 产生负面影响
** TLN 下跌 4.6%,PEG 下跌 0.8%,CEG 下跌 ~0.6
** 巴克莱称,由于市场结构可能发生变化,在即将举行的拍卖中可能会减少未来的紧张程度,因此推迟拍卖可能会对Exelon Corp. 、FirstEnergy 、PPL 等输配电公用事业公司产生积极影响。
** EXC 上升 1.4%,FE 上升 ~1.1%,PPL 上升 0.7
** 巴克莱银行(Barclays)表示,潜在的延迟令人失望,因为它进一步推迟了另一个市场信号,而这正是激励新发电所需要的。
** 尽管我们强调人工智能仍然需要电力供应,但这并不一定会改变电力的长期需求等式"--巴克莱银行
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