DiscoverCurrent Events - The Electric Utility Today2025.10.02 | Why $38 Billion Is Racing to Buy Utility Infrastructure
2025.10.02 | Why $38 Billion Is Racing to Buy Utility Infrastructure

2025.10.02 | Why $38 Billion Is Racing to Buy Utility Infrastructure

Update: 2025-10-02
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The AI boom is sending demand shockwaves through the electric utility sector, triggering potential $38 billion M&A deals and a scramble for existing assets. Discover how massive AI demand is forcing utilities to lock in regulatory rate settlements, like FPL's 10.95% return on equity (ROE), to gain the necessary financial certainty for grid expansion. We analyze why institutional capital is prioritizing swift asset deployment, favoring battery storage (12 months) over slower gas plants (four years) to rapidly build critical new utility infrastructure. Tune in to understand the financial and regulatory moves currently dictating who owns and controls our critical energy future.

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2025.10.02 | Why $38 Billion Is Racing to Buy Utility Infrastructure

2025.10.02 | Why $38 Billion Is Racing to Buy Utility Infrastructure

Edmundo Rodriguez