US Power Midyear Outlook on Trump Policy, Data Center Demand: BI Replay

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Duration: 42 Minutes

Original Date: July 29, 2025

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While data-center demand continues to support earnings for regulated utilities and nonregulated independent power producers (IPPs), broader policy shifts may result in rising electricity costs, prolonged elevated long-bond yields, and increased investor risk appetite, posing headwinds to utility stocks. Yet, these forces could at times offer tailwinds for IPPs. Please join Bloomberg Intelligence Senior Policy Analyst, Nathan Dean; Senior ESG Analyst, Andy Stevenson; and Power Analysts Gabriela Privetera and Nikki Hsu for a discussion on how Trump administration policies and data center demand could reshape the sector — with diverging implications for utilities and IPPs.

US Power Midyear Outlook on Trump Policy, Data Center Demand: BI Replay

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