Post by Fitch Ratings
311,191 followers
Rising affordability concerns are becoming a bigger credit consideration for North American utilities and power. Fitch Ratings has revised its mid-year 2026 sector outlook to ‘deteriorating’ from ‘neutral’, reflecting growing political and regulatory resistance as customer bills continue to increase. The sector’s demand fundamentals remain supportive, driven by data center expansion, electrification and industrial reshoring. But with utilities planning record capital spending and electricity bills moving higher, the operating backdrop is becoming more challenging and timely cost recovery less certain. Learn more: https://ow.ly/mfup50ZfVwg #Utilities #Power #NorthAmerica #EnergyTransition #DataCenters #Regulation #FitchRatings
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