Macro
Search catalysts, news stories, and pressures, or browse the trust-weighted news feed below.
month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.05 | +0.05 | +0.05 | +0.05 | +0.10 | +0.10 | -0.17 | +0.10 | -0.23 | +0.10 | +0.10 | +0.05 |
Utilities sector sentiment is neutral despite Hurricane Maria severely damaging Puerto Rico's power grid, as the outage is viewed as a localized infrastructure challenge rather than a broad operational or financial setback for the sector. Investor focus remains on stable earnings and regulated returns, with no widespread disruption to utility operations or national policy shifts affecting the broader industry. The event underscores long-term resilience and modernization needs but hasn't altered near-term fundamentals.
How this mood is scored ▾
South Carolina Electric & Gas and Santee Cooper halted the V.C. Summer nuclear expansion due to soaring costs and Westinghouse's bankruptcy, leaving customers and stakeholders with billions in losses. The decision pressures Georgia's Plant Vogtle project, a similar venture, as regulators assess its viability amid customer cost concerns and contractor risks.
Hurricane Maria caused catastrophic damage to Puerto Rico's electricity infrastructure, destroying up to 80% of transmission lines and nearly 100% of distribution lines, leaving the island in the longest blackout in U.S. history. The outage has severely impacted critical services including healthcare, water, and communications, with full restoration expected to take months. The disaster highlights urgent needs for grid resilience investments and federal support to modernize infrastructure against future climate risks.