涉及的行业与公司 * 行业：美国数据中心行业 美国电力市场（特别是PJM区域）[1][2] * 公司：未提及具体上市公司，但报告由高盛（Goldman Sachs & Co LLC）的研究分析师发布 [1][9] 核心观点与论据 * **美国数据中心电力需求容量持续显著扩张**：2024年11月，美国数据中心容量月度新增达到创纪录的1.6吉瓦，环比增长4% [2] * **数据中心增长远超历史水平**：2024年11月1.6吉瓦的月度新增容量，大幅超过了2017-2024年间的月均新增0.26吉瓦 [2] * **数据中心总容量达到新高**：快速增长推动美国数据中心总容量达到44.6吉瓦 [2] * **数据中心增长高度集中于特定区域**：PJM（中大西洋）电力市场在区域市场中新增容量最大，达0.45吉瓦，其中弗吉尼亚州贡献了0.27吉瓦，为各州中最大增量 [2] * **数据中心增长导致电力市场趋紧并推高电价**：美国数据中心的快速增长进一步收紧了美国电力市场，并引发了去年夏季实时电价的飙升以及PJM市场的发电容量价格飙升 [2] * **PJM容量拍卖价格创历史新高**：2025年12月17日的PJM发电容量拍卖价格达到333美元/兆瓦日，超过了2025年7月创下的近期纪录，并触及联邦能源监管委员会批准的价格上限 [2] * **当前容量价格远高于历史均值**：333美元/兆瓦日的拍卖价格，远高于2017-2024年108美元/兆瓦日的平均水平 [2] * **弗吉尼亚州是全球数据中心之都**：PJM市场包含弗吉尼亚州，该州被描述为全球数据中心之都 [2] 其他重要内容 * **PJM容量拍卖机制说明**：PJM发电容量拍卖价格是为确保未来高峰需求有足够电力供应，所有入选电力供应商在拍卖中获得统一费率，该拍卖通常提前三年确定容量价格，例如最近的2025年12月拍卖是针对2027-2028年供电期 [1] * **报告性质与免责声明**：报告包含大量监管披露、免责声明及全球分发实体信息，表明其为高盛全球投资研究部门发布的研报，内容基于当前公开信息，观点可能发生变化，且不构成个人投资建议 [9][10][11][12][19][25]

HOUSTON, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, today reported its results from the PJM Base Residual Auction for the 2027/2028 planning year. Talen cleared a total of 8,745 megawatts at a clearing price of $333.44 per megawatt-day across the PJM Interconnection Regional Transmission Organization, equating to approximately $1,067 million in capacity revenues for the 2027/2028 planning year. The planning year r ...

EDMONTON, Alberta, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Capital Power Corporation (“Capital Power”) (TSX: CPX) announced today that following the December 16, 2025 deadline for submitting notices to convert Cumulative Rate Reset Preference Shares, Series 1 (the “Series 1 Shares”) into Cumulative Floating Rate Preference Shares, Series 2 (the “Series 2 Shares”), the number of Series 1 Shares tendered for conversion was less than one million. As a result, holders of Series 1 Shares are not entitled to convert th ...

公司与项目协议 - Conduit Power LLC 与 Diamondback Energy Inc 及 Granite Ridge Resources 就开发新的天然气发电资产达成财务协议 [1] - 协议涉及 Conduit 开发 200 兆瓦的新天然气发电资产 [1] - 所发电力及辅助服务将出售给德克萨斯州最大的电网运营商 ERCOT [1] - 根据协议 Conduit 将负责建设这些发电资产 [1]

[music] Good Wednesday morning. Welcome to opening bid. I'm Yahoo Finance [music] executive editor Brian Sazzy and after an absolutely brutal workout last night, I am searching for some comfort.[music] And where do I find that comfort. You are wondering, diving to all things individual stocks. Hey, we all have our thing [music] and stocks and workouts are mine.Here's where my head is at right now. Now, lock yourself in a room [music] and have a deep think on this dose of research from the team at Barclays o ...

TransAlta has been ordered by the Energy Department to keep open for a 90-day period a coal-fired power station in Washington state that had been earmarked for closure. ...

Goldman Sachs analyst Joe Ritchie raised the firm’s price target on GE Vernova (GEV) to $840 from $735 and keeps a Buy rating on the shares. The Power market appears to be at an early inflection point, with GE Vernova viewed as a leading way to gain exposure following a major upward revision to its 2028 targets, including $52B in revenue, a 20% adjusted EBITDA margin, and at least $22B of cumulative free cash flow from 2025-2028, the analyst tells investors in a research note. Claim 50% Off TipRanks Prem ...

CALGARY, Alberta, Dec. 17, 2025 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC) confirms that its subsidiary, TransAlta Centralia Generation LLC, has received an order (the Order) from the United States Department of Energy. The Order mandates that Centralia Unit 2 in Washington State remain available for operation, for a period of 90 days, until March 16, 2026. TransAlta is currently evaluating the Order and will work with the state and federal governments in rela ...

The order, dated December 16 sanctions the Scheme of Arrangement subject to compliance with stipulated directions.According to the company’s official announcement, the NCLT approval paves the way for the demerger of Vedanta into four independent, pure-play listed companies, in addition to the currently listed Vedanta, thereby creating a total of five separate listed entities.The execution of this transformational demerger is now underway, subject to obtaining further regulatory and stakeholder approvals.Th ...

TERRE HAUTE, Ind., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Hallador Energy Company (Nasdaq: HNRG) (“Hallador” or the “Company”) today announced that the Company has finalized its application into the Expedited Resource Addition Study (ERAS) program and has made deposits totaling approximately $13 million as required under the application process. The application provides an expedited pathway for up to 515 MW of natural gas generation adjacent to Hallador’s Merom Generating Station. “Finalizing our application rep ...