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Price · 1Y
$67.31
Thesis
PSEG combines a regulated New Jersey transmission and distribution business with a sizable carbon-free nuclear fleet at Salem and Hope Creek. As PJM datacenter demand surges and clean firm power commands a scarcity premium, PSEG's nuclear output and grid investment program both gain leverage.
Catalysts
- Nuclear PPA pricing and datacenter offtake structures
- PJM capacity auction outcomes
- Transmission rate-base growth tied to interconnection queue
- Production tax credit clarity for existing nuclear
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.