Takeaways From AGA Financial Forum

Following the AGA Financial Forum, Goldman Sachs highlights wildfire risk reform in California, shifting data center sentiment between Texas and California, and emerging risk-sharing models for nuclear power.

Key Takeaways

• 1.Wildfire risk mitigation and upcoming state legislative reform remain a top priority for utilities in California and Colorado.
• 2.Investor sentiment regarding data center load growth is shifting; sentiment is declining in Texas due to local pushback but improving on the margin in California.
• 3.The industry is exploring new risk-sharing models for nuclear development involving federal/state governments, hyperscalers, and OEMs to manage cost overrun risks.

Table of Contents

• California Legislative Session
• Focus on Realistic Data Center Opportunity
• Local Pushback on Data Centers
• Summer Wildfire Season Topical for CA and CO
• State Focus on New Generation in Northeast
• Risk Sharing Options for New Nuclear
• Industry M&A Outlook
• Valuation and key risks

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