Fifteen listed companies along the PJM value chain, from the gas that fuels plants to the data centers that buy the power. Pick a name to read what analysts asked on its latest quarterly call.
Only the generators are paid directly by PJM energy and capacity prices. Everyone else is exposed through a different door.
Click a column to sort, click a row to open its call notes below. Price change is the latest session.
Paraphrased summaries of the question-and-answer portion. Select a company:
Repeated themes, with the companies that raised them.
Prices and market caps are a one-time pull on and do not update. The call notes are my own paraphrases of auto-generated transcripts of each company's most recent quarterly call. Speaker names and firms are as transcribed and may contain errors, and some answers were cut off in the source. Read the original call before relying on any detail. "Role" and "PJM angle" are my qualitative read, not company statements. This is not investment advice.