Key Topics for Utilities: Expected policy changes on renewables, taxes, and transmission investment from the Biden Administration, and the view of industry consolidation more broadly given continued strong underperformance of the sector vs the S&P 500 since March 2020. We also expect to discuss the impact of the recent Texas weather event on NEE’s largely renewable portfolio in the state, the coming triennial reviews with D and possible mitigation of impact with qualifying renewable investments (CCRO), CMS’s next Integrated Resource Plan and the potential impact on its 10-year capital profile, the outlook for grid modernization in Connecticut and offshore wind with ES, potential for a Colorado regulatory reset at BKH, future ROEs under the new Performance Based Ratemaking regime in Hawaii, generation needs in Montana, and the fundamental need for natural gas distribution upgrades with NI and SR. Key Topics for Renewables: Coming out of Q4 earnings season and a volatile February, one of the important topics would be the impact of rising interest rates on cost of financing, potential near-term offsets across sub-sectors, and the impact on end-market demand for upfront capex heavy technologies. With Biden’s state of the union address now postponed, we hope to gauge latest policy expectations, and timing of new announcements from the Congress or White House. Hope to gain clarity on any negative impacts from the recent cold weather event in Texas, and potential solutions to mitigate grid reliability concerns. Additional topics: Growth expected in 2021 and 2022, visibility on supply tightness and equipment prices for solar panels and batteries, hydrogen’s competitiveness vs batteries, debt and tax equity supply in the US markets, demand growth for commercial and industrial renewable and energy storage applications, cost reduction timelines, capital needs, and M&A activity (especially after recent recapitalizations across the sector). Please see our 2021 Alt Energy outlook note for thoughts going into the year.
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