By Paul Sankey
Published on July 23, 2025 at 3:11 PM
What with busy results season in mid-summer, ie now, we are suspending Happy Hour for the next two weeks. It is just a little tough on the speaker to compete with results and summer, not fair to offer a graveyard slot. We also encourage you to get out and get tan once you get through results, not hunch over another Zoom call. So, summer recess on Happy Hour. For non-US readers, just to mention that …
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By Paul Sankey
Published on July 19, 2025 at 7:50 PM
On Tuesday of this week (July 22nd 2025), the highly anticipated results of the capacity auction for the largest regulated publicly traded electricity market in the world, the PJM (Pennsylvania, New Jersey, Maryland) power system will be announced. PJM serves 65 million people with approximately 185 GW of installed capacity and a peak demand of around 153 GW, but more crucially, is the largest data center market in the world. “Think Pentagon” as we say …
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By Paul Sankey
Published on December 17, 2024 at 8:58 AM
Meeting Kinder Morgan last week in Houston, with my old mate, IR and corporate VP Peter Staples (my other old mate CEO Kim Dang was in NY for a couple of conferences) I perused the just-released guidance for 2025 and made the following comment: “So KMI stock is on 22x price-earnings, based on your guidance for next year of $1.27 EPS. Your dividend yield is down towards 4% (stock has ripped), and you just announced …
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