B of A Securities Maintains Neutral on Central Puerto, Raises Price Target to $12
Central Puerto Analyst Ratings
AI brings about a surge in demand for electrical utilities! The USA's electricity generation in the first half of the year has increased significantly, with the largest growth rate in 21 years.
Driven by AI demand, the United States increased its electricity generation by 20.2 GW in the first half of this year, the highest growth rate during the same period since 2003. According to the EIA survey, power developers also expect a year-on-year increase of 42.6 GW in electricity generation in the second half of this year.
Trump has pledged to end pollution restrictions and ensure that 100% of essential supply chains are provided by the USA.
On August 20th, Trump, the Republican presidential candidate, promised to repeal a regulation restricting power plant pollution implemented by the Biden administration and reiterated plans to block Japan's United States Steel acquisition.
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AI has sparked a wave of datacenter demand! The industry in the USA will experience a renaissance in the second half of this year.
According to Platts Energy News, since the beginning of this year, US electrical utilities have increased their cumulative datacenter power demand forecast for 2030 by about 50%.
Earnings Call: Central Puerto Reports Mixed Q2 2024 Results Amid New Projects
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Central Puerto S.A. (CEPU) Q2 2024 Earnings Call Transcript
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USA's auction price for electricity has soared 8 times! The expansion of datacenters has pushed the power grid to give a historically high stock price.
The highly influential PJM electrical utilities annual auction in the USA has ended, with this year's auction price reaching a record-breaking 269.92 US dollars per megawatt-day, an 8.3-fold increase from last year; The aging of the power grid, the retirement of coal-fired power plants, and the soaring demand for power driven by datacenters have jointly led to the recent increase in auction prices in the United States electrical utilities market.
Central Puerto Announces Reporting Date for the Second Quarter 2024 Financial Results Conference Call and Webcast
IEA: Global demand for electrical utilities is soaring and coal-fired power generation is unlikely to decrease this year.
①IEA predicts that global electricity demand will grow by 4% in 2024, the highest level since 2007; ②In the next two years, only cecep solar energy is expected to meet about half of the global electricity demand growth; ③Although wind power is growing rapidly, global coal-fired power generation is unlikely to decline this year.
Bank of America: AI will significantly boost demand for American electric power, and utility stocks are the real winners!
①Bank of America says that as electrical utilities demand grows rapidly, the cost of electrical utilities has risen sharply; ②The bank says that AI may push up electrical utilities demand in the next few years or decades.
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