Goldman Sachs remains bullish on PJM exposure IPP: Top picks are Talen Energy (TLN.US), NRG Energy (NRG.US), and Vistra (VST.US)
智通财经2026/10/12 03:26Show original
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Jitong Finance APP noted that the US Federal Energy Regulatory Commission (FERC) issued an order on October 9, partially accepting and partially rejecting PJM Interconnection's Interim Resource Adequacy Service (IRAS) proposal. In its October 11 report, Goldman Sachs pointed out that although this decision may cause a mildly negative reaction in relevant individual stocks to the headline news, from a longer-term perspective, the fundamentals of independent power producers (IPPs) with PJM exposure continue to strengthen, and the sector remains favored.
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