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Sep 28 at 08:55 PM
Goldman Sachs forecast ~108GW of data center demand in 2030 (US-only).
Key beneficiaries:- $Firstenergy(FE.US) & $Talen Energy(TLN.US): exposure to PJM and upside from generation/transmission opportunities.- $Xcel Energy(XEL.US): exposure to the growing MISO market.- $Duke Energy(DUK.US): benefits via ~15.4 GW high-confidence large load pipeline + favorable regulatory environment in the Southeast.- $Sempra Energy(SRE.US): capture opportunities in Texas via T&D capital investment.- IPPs like $Talen Energy(TLN.US), $Vistra(VST.US), and $NRG Energy(NRG.US) are best positioned to benefit from rising power prices and incremental data center PPAs across both PJM and ERCOT.
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