JPM-THE POWER PEAKER-WEEKLY DATA FOR US ELECTRIC UTILITIES AND IPPS-100305

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      【出版时间及名称】：JPM-THE POWER PEAKER-WEEKLY DATA FOR US ELECTRIC UTILITIES AND IPPS-100305
      【作者】：jpmorgan
      【文件格式】：pdf
      【页数】：30
      【目录或简介】：
The Power "Peaker"
Weekly Data for U.S. Electric Utilities and IPPs
Electric Utilities, Independent
Power Producers
Andrew SmithAC
(1-713) 216-7681
andrew.l.smith@jpmorgan.com
J.P. Morgan Securities Inc.
Stefka Gerova, CFA
(1-212) 622-0549
stefka.g.gerova@jpmorgan.com
J.P. Morgan Securities Inc.
Sumit Maniyar
(91-22) 6157 3317
sumit.x.maniyar@jpmorgan.com
J.P. Morgan India Private Limited
See page 28 for analyst certification and important disclosures, including non-US analyst disclosures.
J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may
have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their
investment decision.
HIGHLIGHTS OF THE WEEK
• Energy production with detail by fuel source has been updated through
December 2009 (most current month available). LTM coal generation
declined 3.6%, while nuclear, gas-fired and hydro generation is up
modestly by 0.6%, 1.9% and 0.8% y-o-y respectively. Total generation
in December increased 1.9% y-o-y, while YTD generation is down
4.5%. (Pg. 4-5)
• Through 3/4, regulated and unregulated nukes were running at 86.3%
and 89.0%, respectively, vs. 87.5% and 95.9% a year ago. There are
eight regulated units currently down or operating at less than 50%
capacity, compared to six a year ago, and there are five unregulated unit
down, compared to two a year ago. (Pg. 6)
• We have rolled forward the table of current company guidance to
reflect 2010 and 2011 earnings and EBITDA guidance. (Pg. 21)
• The table of LTM dividend changes has also been updated with
information through 2/28/10. Several companies announced dividend
increases in February, including UNS, AVA, CNL, FPL, PCG, NU, WR,
PEG, SCG, and PPL. (Pg. 22)

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