French Power Prices Drop to Lowest Since June as Solar Surges: https://www.bloomberg.com/news/articles/2026-02-24/french-power-prices-drop-to-lowest-since-june-as-solar-surges $ENGIY
Artificial intelligence is set to fuel a multi-year rise in European electricity demand beginning in 2026, creating opportunities for utility stocks. Morgan Stanley argues that Europe is still in the early stages of the AI-driven power boom seen earlier in the U.S., meaning valuations may offer room for upside. Data-center energy consumption is expected to soar from 73 TWh in 2025 to 295 TWh by 2035, representing about 8% of total demand, with the U.K., France, and Germany leading the growth.
Against this backdrop, Morgan Stanley highlights three potential winners: Centrica, RWE, and Engie. Analysts project total shareholder returns of roughly 13%-14% for Centrica, 15% for RWE, and 10% for Engie, backed by earnings growth, asset monetization opportunities, and dividend support. While Engie carries some political risk due to French instability, all three stand to benefit from accelerating power needs driven by Europe’s expanding AI and data-center infrastructure.
$CNA $ENGIY $MS
$ENGIY pre-earnings vibes are strong 💼 Keep this one on your radar as we gear up for their financial reveal. Solid fundamentals could spark momentum – watch for strategic updates. Retail chatter suggests bullish positioning ahead. #Stocks #Investing
$PLUG U.S. to release hydrogen production tax credit guidance this week, Reuters says :
The U.S. Treasury Department plans to release guidance later this week on how to access tax credits for hydrogen output under the 2022 Reduction Act, Reuters’ Timothy Gardner, Laila Kearney, and Nichola Groom report, citing two sources familiar with the matter. The anticipated guidance would clear a path for hydrogen produced using nuclear power to access the credits, the authors note. Publicly traded hydrogen producers include Linde ($LIN), Air Products ($APD), Power ($PLUG), Engie ($ENGIY), Cummins ($CMI), and (BP).
$STM $ENGIY STMicroelectronics enters 21-year PPA with Engie SA entity and Conextone Energy
STMicroelectronics (STM) announced a 21-year power purchase agreement, or PPA, with BKH Solar Sdn Bhd, an entity jointly established by Engie Renewable (ENGIY) and Conextone Energy. The agreement will facilitate the supply of approximately 50 GWh of renewable energy annually from a new solar farm in Bukit Kayu Hitam, Kedah, Malaysia. This long-term agreement is undertaken under the Corporate Green Power Program introduced by the Malaysian Single Buyer in 2023.
$FSUGY $ENGIY $PLUG $FCEL $ITMPF
How the West’s big bet on hydrogen fell apart
Hopes of a seamless transition to the clean fuel are crashing into economic reality.🤔
https://www.telegraph.co.uk/business/2024/07/18/the-wests-big-bet-on-hydrogen-fell-apart/
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Valuation
Trading at 31.2× earnings vs its 14.7× historical median P/E.
Fair value ≈ $14.24 · price $30.29 today
Overvalued · 113% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
