Macro
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month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.05 | -0.14 | +0.05 | +0.10 | +0.10 | +0.10 | +0.10 | +0.10 | +0.05 | +0.05 | +0.00 | +0.00 |
Utilities sentiment is neutral despite Winter Storm Uri's severe impact on ERCOT, as grid failures and prolonged outages highlighted structural vulnerabilities in grid resilience and winterization standards. While the event pressured Texas utilities and drew scrutiny to reliability protocols, the broader sector remained stable, with no widespread regulatory or financial spillover. The incident underscored regional risks rather than systemic sector-wide deterioration, limiting broader sentiment damage.
How this mood is scored ▾
A historic February 2021 freeze knocked roughly half of ERCOT's generating capacity offline as natural gas supply, wind, coal and nuclear units failed, forcing the largest controlled blackout in U.S. history and leaving more than 4.5 million Texas homes dark for days. Officials said the grid came within minutes of uncontrolled collapse; the disaster killed dozens and pushed multiple power generators and retail electricity providers into bankruptcy.