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11月4日 - ** 塔伦能源 股价盘前下跌14.3%至149.02美元
** 联邦能源管理委员会(FERC) 周五拒绝了 (link) 亚马逊数据中心与宾夕法尼亚州一家核电厂直接连接的修订互联协议
** 有消息称其他核电公用事业受到影响：Vistra 下跌5.9%，Constellation Energy 下跌7.8%，Public Service Enterprise 下跌3.8%。
** 经纪公司杰富瑞（Jefferies）在周日的一份说明中称，拒绝可能导致 TLN 和亚马逊寻求新的途径，而不是通过 FERC 达成协议
** 在四家 IPP 中，我们仍然认为 Talen 的价值潜力最大，前提是亚马逊仍然选择在 Susquehanna 建设数据中心。
** 数据中心占其估值的 17%，CEG 占 44%，VST 占 22%，PEG 占 8%。
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