Sector
Utilities
Showing 11 to 17 of 17 results using the term “Utilities”
Public, private, or restructuring: What’s next for AI data center deals?
During our recent webinar on AI-driven data centers and grid bottlenecks, Michael Abbate, Managing Partner and CIO at GreenWulf Asset Management, addressed how market shifts may force even seemingly “safe” long-dated infrastructure agreements to undergo renegotiation, whether through...
Published on Jul 23, 2026
PJM 2028/29 Auction Clears at Cap for Third Straight Year as Supply Shortfall Persists; Ratings Agency Pressure and FERC Show-Cause Orders Raise Regulatory Risk Going Forward
Credit Research: William Hong Investors closely monitored the latest PJM Base Residual Auction, or BRA, for the 2028/29 delivery year because of PJM’s status as the largest electricity regional transmission organization, or RTO, in the United States and the recent burgeoning demand for power...
Published on Jul 14, 2026
Sector Insights: Tech Hardware & AI Infrastructure Quarterly Q1’26: Non-IG AI Infrastructure Debt Swells Past $125B; Neocloud, DC Bonds Trade Wide to Index While Other Hardware Trade Through Median
Credit Research: Rucha Amdekar, Anton Gorbounov, CFA Relevant Items: Link to AI Infrastructure Database on the Analysis Page AI Infrastructure Overview (May) Data Center Supply-Chain Subsector Q1’26 SanDisk Earnings Analysis, Q3’26 Seagate Technology Earnings Analysis, Q3’26...
Published on Jul 20, 2026
Court Approves GoldenPeaks Poland’s $162.8M DIP, Bid Procedures Citing ‘Bleak’ Prepetition Circumstances, Orders $75K Increase to UCC Investigation Budget
Legal Analysis: Kate Thomas, Karen Leung Relevant Documents: DIP Financing Order Proposed Bidding Procedures Order Bidding Procedures Order At a bench ruling this morning, Judge Alfredo Perez approved the GoldenPeaks Poland debtors’ $162.8 million DIP facility and bid procedures under which...
Published on Jul 6, 2026
High-Yield Bond Market Now Top Choice for Data Center Financing; Lenders Warn of Mispriced Risk
Reporting: Benjamin Taubman The corporate high-yield bond market has overtaken private credit and securitization as the fastest-growing source of capital for data centers, a panel of senior lenders and asset managers said at DealCatalyst’s Digital Infrastructure Finance 2.0 conference in...
Published on Jun 22, 2026
AI Data Centers Are Reshaping Load Forecasts, but Risks Remain for Utilities and Their Investors, Says AlixPartners’ David Hindman
View From the Market By Patrick Fitzgerald For the past 30 years, utilities have more often than not seen slow load growth with execution risk, but today they are becoming fast growth due to the massive compute required for AI applications with customer-concentration, delivery and social...
Published on Jun 18, 2026
MTV Ridiculousness, Starlink Takes Orbit & The Recession Hot Dog
Episode 19 of The Octus Download examines three interconnected stories of value destruction and transformation: MTV’s descent from cultural kingmaker to bankruptcy court defendant, the $40 billion reshuffling of America’s wireless spectrum, and Venezuela’s forced liquidation of...
Published on Nov 5, 2025
