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Macro

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utilities · sector mood
2013
year mood -0.00 · -0.15 to +0.20 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.25 -0.12 0 +0.12 +0.25 Jan Feb Mar Apr +0.20 May Jun Jul Aug -0.15 Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.10+0.15+0.15+0.20+0.05-0.11-0.10-0.15-0.10-0.05-0.10-0.10

A strong start reversed hard when May's taper tantrum spiked rates, dumping our bond-proxy shares and leaving us a laggard as the 10-year climbed toward 3%.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 11, 2026
Top utilities stories of 2013
Jun
SCE Retires San Onofre Nuclear Plant Permanently newsroom.edison.com →

Southern California Edison (SCE) has decided to permanently retire Units 2 and 3 of the San Onofre Nuclear Generating Station due to prolonged regulatory uncertainty and high repair costs. The move affects SCE, Mitsubishi Heavy Industries, and key stakeholders, with market implications including a $650 million pre-tax charge and increased focus on replacement power and grid reliability planning in California.