Grid-critical Utility $XEL Cites "Unprecedented Growth in Electric Demand" in EPS Beat; Capacity Shortages Prevent Guidance Raise as Customers Request 9GW in Extra Load
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Utilities are leading the S&P today, and Bitcoin miners might be partly to thank. ⚡️
Three BTC-friendly power giants posted strong earnings:
$ETR: Boosts 2027/28 guide, raises 4-yr capex 10%. Industrial load (incl. miners) growing 13% CAGR
$AEP: Beat & raise, capex up 30%
$OGE: Holding top end of guidance
Long all in $NODE 🫡
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