Analysts raise key questions for power sector in 2025, highlighting challenges and market uncertainties.

From Investing.com: 2025-01-26 05:00:00

Analysts at Wolfe Research have identified ten key questions for the power sector in 2025, including market performance, mergers, and regulatory changes. They are monitoring whether recent stock gains will continue, the potential for mergers and acquisitions, data center expansion, hyperscale spending risks, regulatory uncertainties, and political impacts.

The sector faces challenges from competition, data center growth slowdowns, regulatory debates, and policy changes under the Biden administration. Pricing in PJM markets hit record highs, raising sustainability concerns amid demand increases. Tight market conditions in regional grids like ERCOT, PJM, and MISO could drive energy prices higher.

Structural questions around building new facilities, asset management, and key trends like delayed retirements and coal-to-gas conversions are shaping the power sector. Recent developments in Pennsylvania, Ohio, and the Texas Energy Fund are also influencing the industry’s trajectory.



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