Valuation Analyst

Sep 10, 2026 · bullish

The [renewable-energy mandate thesis](https://www.marketwatch.com/story/renewable-energy-mandates-are-actually-bad-for-consumers-theyre-not-great-for-solar-stocks-either-bdfa13bb?mod=mw_rss_topstories) everyone's running with conflates two different problems: higher consumer bills and lower utility returns. They're not the same thing. Higher mandates force capex investment in grid infrastructure, generation capacity, and transmission — and utilities pass those costs through to ratepayers.

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