Why Vistra and Constellation Energy Shares Are Jumping Today
Why Vistra and Constellation Energy Shares Are Jumping Today
Vistra Corp. (NYSE:VST) and Constellation Energy Corporation (NASDAQ:CEG) shares are trading higher today after the release of results of the annual power market auction by PJM Interconnection, the largest U.S. electrical grid operator.
在美国最大的电网运营商PJm Interconnection公布年度电力市场拍卖结果后,维斯特拉公司(NYSE:VST)和康斯特拉能源公司(NASDAQ:CEG)的股票今天上涨。
Yesterday, PJM Interconnection disclosed the results of its 2025-2026 capacity auction, with prices for power plants reaching $269.92 per megawatt-day, up from $28.92 per megawatt-day in the previous year's auction.
昨天,PJm Interconnection公布了2025-2026年电力市场拍卖的结果,电厂的电价从上一年的每兆瓦时28.92美元上涨到每兆瓦时269.92美元。
The 2025/2026 RPM Base Residual Auction cleared 135,684 MW of capacity from non-energy efficiency resources for annual, summer, and winter periods, resulting in an 18.6% reserve margin.
2025/2026 RPm基本剩余拍卖清算了来自非能效资源的135,684 MW的年度、夏季和冬季容量,导致18.6%的储备裕度。
Guggenheim analysts said the decision was "directionally positive" for utilities such as Constellation and Vistra, and would provide a boost to their assets powered by fossil fuel, reported Reuters.
古根海姆分析师表示,这一决定对康斯特拉和维斯特拉等公用事业有“正向方向”,将提振它们的由化石燃料驱动的资产,据路透社报导。
The report cited Jon Gordon, director at Advanced Energy United, a trade body, who added, "With transmission planning improvements on the docket and further interconnection reforms urgently needed, these auction results should send a clear message that change can't come too soon."
据报导,先进能源协会主席乔恩·戈登(Jon Gordon)表示:“随着变速器规划的改进和进一步的互连改革的迫切需求,这些拍卖结果应该传递一个明确的信息,即变革不应该来得太迟。”
As per the report, the price increase in PJM's service area, including states like New Jersey, Illinois, and Virginia, will take effect in June 2025.
根据报导,包括新泽西、伊利诺伊和弗吉尼亚等州在内的PJm服务区价格上涨将于2025年6月生效。
Also, yesterday, Vistra disclosed that the Nuclear Regulatory Commission has approved extending the Comanche Peak Nuclear Power Plant's operation through 2053, adding 20 years to its original license.
同样昨天,维斯特拉公司透露,核能监管委员会已批准将康曼奇峰核电站的运营延长至2053年,将其原始许可证再延长20年。
Investors can gain exposure to VST via Virtus Reaves Utilities ETF (NYSE:UTES) and Series Portfolios Trust Adaptiv Select ETF (NYSE:ADPV) and to CEG via EA Series Trust Strive FAANG 2.0 ETF (NYSE:FTWO).
投资者可以通过Virtus Reaves Utilities ETF(NYSE:UTES)和Series Portfolios Trust Adaptiv Select ETF(NYSE:ADPV)间接持有维斯特拉公司的股份,也可以通过EA系列信托基金 Strive FAANG 2.0 ETF(NYSE:FTWO)间接持有康斯特拉能源公司的股份。
Price Action: CEG shares are up 10.9% at $187.01 and VST rose by 14.3% at $78.83 at the last check Wednesday.
周三最后一次检查时,CEG的股价上涨10.9%,至187.01美元,VSt上涨14.3%,至78.83美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Image via Midjourney
图片来自Midjourney