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Macro

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utilities · sector mood
2020
year mood -0.04 · -0.35 to +0.10 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.10 Feb Mar -0.35 Apr May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.10+0.05-0.35-0.15-0.05+0.00+0.00-0.09-0.05-0.03+0.05+0.05

COVID crash, dash for cash, commercial/industrial demand collapse; Fed to zero

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 2020
Aug
California's first rolling blackouts since 2001 amid record heat wave npr.org →

California declared its first rolling blackouts since 2001 as a historic heat wave drove electricity demand to record levels, prompting a Stage 3 emergency by the California ISO. Hundreds of thousands faced brief outages, highlighting grid vulnerabilities amid extreme weather and raising concerns about future reliability and market stability under climate stress.

Oct
NextEra overtakes ExxonMobil in market value on clean energy shift forbes.com →

NextEra Energy surpassed ExxonMobil in market capitalization, driven by strong performance in renewable energy and stable utility cash flows, marking a milestone in the energy transition. ExxonMobil's value declined due to pandemic-hit oil demand, while NextEra delivered consistent double-digit returns. The shift underscores growing investor preference for sustainable energy firms over traditional fossil fuel giants.