Jennifer Anderson

Energy Industry Insight Constellation, one of the biggest retail energy providers in the U.S., just unveiled their latest earnings report with an intriguing breakdown of their load served by region. The details shed light on regional power dynamics and trends that are shaping the future of energy distribution in America. The data revealed surprising insights—challenging assumptions and showcasing where demand is surging and shifting. What region in their breakdown surprised you the most? What do you think this means for the retail energy market going forward? Let’s discuss. #EnergyInsights #RetailEnergy #MarketTrends #ConstellationEnergy https://lnkd.in/gKmnGWWt

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Check out these insights from David Clark of ArkMalibu on the health and pace of M&A within the electrical distribution industry. We continue to see strong interest from strategic and private equity acquirors seeking inorganic growth into new geographic footprints and product lines. https://lnkd.in/gfu4xEgz

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Despite great and ongoing leaps in energy efficiency, power demand is set to show steady growth over the coming years and decades, after a long period of relative stability. The drivers of this change are manifold and complex, yet several key secular trends can be identified – electric vehicles (EVs), decarbonization, onshoring, and AI/datacentres. Taking a closer look at these trends is illuminative of changes in this developing market, also shedding light on what investors should expect over the coming years. Indeed, underestimating the likely growth in power demand is now raising its head as a significant potential risk. By Virginie Maisonneuve, Global CIO Equities, Jutta Rosenbaum, Senior Portfolio Manager, Sunil George and Romain Mouquet, Senior Analysts at Allianz Global Investors #EmbracingDisruption #PowerDemand #Energy

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My colleague, Roger Burkhardt, recently spoke with RTInsights about how Broadridge has implemented and used GenAI to increase employee productivity and better serve our clients – from automating meeting transcriptions to email processes. Roger shares the value derived from GenAI applications and how the tool's widespread adoption has been used to benefit different user groups and workflows with human-centric adaptions. Read more of his thoughts about GenAI. http://spklr.io/6041auVL #GenAI #DigitalTransformation #AI #Data

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Proposed PJM changes will shake the industry to its core, pushing many companies to the brink – or into the hands of bigger players. PJM Interconnection is relying on outdated balance sheets that don’t reflect a provider's current financial condition, which raises major concerns. Should state and federal governments step in? Or should they stay out and let the market decide? There’s also a critical need to address any potential bias – PJM must uphold fairness without discriminating by gender or ethnicity. How can we create a solution that supports both stability and innovation? City Power & Gas EcoPlus Power Northeastern Power Park Power, LLC Payless Energy LLC Rushmore Energy South Bay Energy Corp. Pure Energy https://lnkd.in/g7VnfykN

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🏈 The National Football League (NFL) hires bankers, tactfully reveals 2024 season schedule, and Christmas comes early for Netflix.🎄 👑 Live #Sports is the king of TV, and the #NFL is the king of sports. 📺 #NFL is set to receive $125B+ over the next 10yrs (approx. $2.9B per team) in TV money. 💰 Avg. #NFL Franchise Value = $5.14B (Collectively fair-market value for the league's 32 teams is approx. $165B) #SportsBiz #ProSports #PrivateEquity #PrivateMarkets #SportsBusiness #ThematicInvesting #AlternativeInvestments

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Despite great and ongoing leaps in energy efficiency, power demand is set to show steady growth over the coming years and decades, after a long period of relative stability. The drivers of this change are manifold and complex, yet several key secular trends can be identified – electric vehicles (EVs), decarbonization, onshoring, and AI/datacentres. Taking a closer look at these trends is illuminative of changes in this developing market, also shedding light on what investors should expect over the coming years. Indeed, underestimating the likely growth in power demand is now raising its head as a significant potential risk. By Virginie Maisonneuve, Global CIO Equities, Jutta Rosenbaum, Senior Portfolio Manager, Sunil George and Romain Mouquet, Senior Analysts at Allianz Global Investors #EmbracingDisruption #PowerDemand #Energy

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The Week Ahead HPE, LULU, NIO, WMT, NVDA, GTLB, SAIC, CRWD, PVH, BBWI, DLTR, BF.A, CPB, FIVE, IOT, DOCU, SJM, HOOD, GSL, ULS, DAC, LEG, DLO, COUR, FFIE, HOLO, NVL, GAUZ, ZK, DLR, SAFE, SKT, INVH, VICI, PSA, O, SLG, EQIX, ALDX, SVRA, A, GILD, KHC, K, SYY, PG, SBUX, PM, SNOW, CSCO, PGEN, ETR. Wall Street will be zeroed in on the May jobs report this week, which hits Friday. The update on nonfarm payrolls will be the last one before the Federal Reserve meets on June 11-12, amid growing uncertainty on the timing of rate cuts. The April PCE inflation report released Friday showed the Fed's official target, the 12-month Core PCE, came in at 2.8%, steady from March's reading. Things are a little bit different across the Atlantic, where the European Central Bank is expected to cut on June 6. June 6 is also the 80th anniversary of D-Day. The earnings schedule for next week includes reports from Hewlett Packard Enterprise (HPE), lululemon (LULU), and NIO (NIO). The event calendar is loaded with conferences, including Nareit REITweek and COMPUTEX Taiwan. Walmart (WMT) will also be in the spotlight with a shareholder meeting and its traditional Associates Celebration scheduled on separate days. Investors will also be watching Nvidia (NVDA) just ahead of the 10-for-1 stock split that becomes effective after the close on Friday. Earnings spotlight: Monday, June 3 - GitLab (GTLB) and Science Applications (SAIC). See the full earnings calendar. Earnings spotlight: Tuesday, June 4 - CrowdStrike (CRWD), PVH (PVH), Hewlett Packard Enterprise (HPE), and Bath & Body Works (BBWI). See the full earnings calendar. Earnings spotlight: Wednesday, June 5 - Lululemon (LULU), Dollar Tree (DLTR), Brown-Forman (BF.A), Campbell Soup (CPB), and Five Below (FIVE). See the full earnings calendar. Earnings spotlight: Thursday, June 6 - Samsara (IOT), DocuSign (DOCU), J.M. Smucker (SJM), and NIO (NIO). See the full earnings calendar. Volatility watch: Options trading volume has moved higher on Robinhood Markets (HOOD). The most overbought stocks per their 14-day Relative Strength Index include Global Ship Lease (GSL), UL Solutions (ULS), and Danaos (DAC). The most oversold stocks per their 14-day Relative Strength Index include Leggett & Platt (LEG), DLocal (DLO), and Coursera (COUR). Short interest is still sky-high on Faraday Future Intelligent Electric (FFIE) and MicroCloud Hologram (HOLO). IPO watch: Aluminum recycler Novelis (NVL) and Israeli glass film manufacturer Gauzy (GAUZ) are expected to price their IPOs and begin trading in the week ahead. The analyst quiet period ends on ZEEKR Intelligent Technology (NYSE:ZK) to free up analysts to post ratings. Zeekr traded more than 20% higher than its IPO pricing level at the time of publication.

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Every year #re+ offers a chance to tap into the zeitgeist of the #energytransition for a couple days. Here’s what stuck out this year: - Firms (all categories) that have prioritized focus over expansion seem to be thriving. I enjoy playing a little game wherein after someone states a desire to grow, I perfunctorily ask - "Why?". You might rightly infer that the answers rarely satisfy. There are fine reasons to want to grow, of course, but usually the most honest response to that question is "inertia", or "cause' other shops do", or "to justify our bloated SG&A we need to expand our footprint" (which, of course, leads to the tail-chase of more hires, not increased leverage of the existing team. - A related phenomenon, which – combined with expansion plans – is causing problems: developers that want to "become an IPP". It’s a tale as old as #renewableenergy, yet somehow getting worse not better. Here again, asking "why?" is fun, and here again there are rational reasons, but those are infrequently offered in response. Today's market is full of developers sitting at a dangerous confluence of circumstances: i) desire to expand strategy, + ii) the associated bloated SG&A, + iii) the desire to retain operating projects (therein forgoing liquidity), + iv) increasing #interconnection time horizons and deposit requirements. The math is simple - No one can navigate that without a significant injection of capital. - …and the universe of investors able to close the deals that would inject that capital is far thinner than people perceive. Note that I used the words “able to close” not “interested in," between which lies a huge gap causing dozens of dead deals that leave developers in a pickle. - Underneath all this is a market bursting at the seams with good projects, and a staggeringly deep, rich talent pool. - And the #IRA rollout is going very well - especially #onshoring and #transferability - Put all that together, and the obvious question is “when will the denial give way to consolidation?” I don't know, but I'm confident it will come in the form of company valuations equal to the sum of their projects' asset value (i.e. no enterprise value). Which, for most developers, would be deeply disappointing.  I expect that many of the leadership teams who, finding themselves cornered as such, will look back and wish they'd prioritized focus over growth, liquidity over "becoming an IPP", simplicity over complexity, and right-sized SG&A instead of letting SG&A levels dictate strategy choices. A little self-honesty, pain, and humility now can avoid massive disappointment down the road. Like a sailboat poised to ride the Tradewinds straight across the pacific, the marginal "cost" of deviating course to a pacific island to try and buy an engine is too high. Rather, the right play is to take care of the vessel & sail to ensure you remain in the game, positioned to ride that tailwind to glory.

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What began as a brief conversation at a conference has evolved into a full-fledged company: Fuse Power Management. 🚀For the past two years, I’ve been immersed in an exciting V2G project. If you’ve followed my updates, you’ve likely heard bits and pieces about it. Fuse is driving the vehicle-to-grid (V2G) ecosystem forward with a fully functional and scalable solution. Our goal? To optimize grid efficiency, balance the electricity grid with electric buses, and reduce carbon and particulate emissions. 🌍💡 The recent funding from B.C. Centre for Innovation and Clean Energy (CICE) will help propel us further toward our mission. If you’re interested in learning more, let’s connect. #V2G #CleanEnergy #Sustainability #ElectricVehicles #Innovation #Funding #vancouver #BC #V2G #batterystorage #infrustructure #charging #EV #Ebus

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A great article by Michael Swinsburg on the evolving role of the COO, highlighting how they are transitioning from behind-the-scenes to front-facing leaders, managing diverse teams and geographies to drive strategic growth and innovation. The focus on resilience, renewal, robustness, and relationships is spot on, particularly in today’s complex and fast-changing landscape. https://lnkd.in/gjcjJqZW

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Impressive, but not surprising. When I created a CO2 abatement model for an investment banking client for whom wind energy is expected be a primary customer, I realized the tremendous Scope 3 downstream abatement leverage that companies which sell into that industry can create if what they sell improves the baseline by, say, creating greater MW output or displacing fossil fuel energy ("Additionality"). That's further amplified by wind's low lifetime carbon footprint. Our client has developed new carbon fiber technology to dramatically reduce cost while enabling a huge additionality effect. #RenewableEnergy #Cleantech #WindEnergy #Climate #ClimateFinance #InvestmentBanking

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Despite great and ongoing leaps in energy efficiency, power demand is set to show steady growth over the coming years and decades, after a long period of relative stability. The drivers of this change are manifold and complex, yet several key secular trends can be identified – electric vehicles (EVs), decarbonization, onshoring, and AI/datacentres. Taking a closer look at these trends is illuminative of changes in this developing market, also shedding light on what investors should expect over the coming years. Indeed, underestimating the likely growth in power demand is now raising its head as a significant potential risk. By Virginie Maisonneuve, Global CIO Equities, Jutta Rosenbaum, Senior Portfolio Manager, Sunil George and Romain Mouquet, Senior Analysts at Allianz Global Investors #EmbracingDisruption #PowerDemand #Energy

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I had the privilege of attending and speaking at the GuideWell + Flare Capital Partners AI Conference last week in Jacksonville, along with fellow industry leaders, Chris Lehane, Michael A. Greeley, Bryan Koch, Tarun Mehra & Ben Hall. Here are my top five takeaways from the event: 1. The pace of AI advancements, particularly from OpenAI and others, is astonishing. We've quickly moved from predictive models (ChatGPT's original LLM interface) to more advanced reasoning models like O1, which have the potential to reshape the way we even think about applying AI across various industries. 2. The real transformation will come as we approach level 3 with agents capable of managing complex tasks, ultimately reinventing how we currently do things. 3. For AI in healthcare, outdated regulatory frameworks in the US such as HIPAA will likely prevent ecosystem-wide adoption in the near term. Privacy and PHI remain important to preserve, but we will need to modernize the way we use the data, preserving the privacy that is most important to us. 4. Healthcare is generating over 30% of all data available, yet our ability to utilize this new resource is currently quite limited because of outdated regulatory frameworks. 5. The AI opportunity in healthcare is there for those who pursue creative solutions and novel applications. Organizations with this mindset will create immense value for the industry at large.  Special thank you to Florida Blue for the invite and look forward to participating in this important conversation again in the future. #AI #Healthcare #Innovation #DataTransformation

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Vast private and public investment in US megaprojects, spurred by federal support, underpins structural medium-term demand for equipment rental services. Learn what this means for domestic manufacturing under the upcoming Trump Administration >> https://lnkd.in/eedNhtSF

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One of the biggest tenets of the #EnergyTransition is collaboration, which we often think of as partnership between companies. But collaboration can also mean new ways of working together within a single company. Mitsubishi Heavy Industries recently established a Green Transformation (GX) Solutions business domain to synergize divisions such as #hydrogen and #CCUS. I sat down with Hitoshi Kaguchi to discuss the vision behind GX Solutions and how it will help our customers to #decarbonize. #MHIGroup #MoveTheWorldForward #NetZero #Decarbonization

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Check out our latest EB-5 video series with Wilka Toppins. The underlying theme of our discussion focused on building long-term relationships. In the series we discuss the investor journey, investor due diligence, and the importance of having an investor-centric approach.

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