$EOSE A thread on my analysis of NextEra’s Investor Day:

NextEra’s $NEE Investor Day was a masterclass on the energy industry and the base case for the next decade. Anyone interested in this sector, or with investments in any energy company, should listen and analyze every word that came out of here.

This is the biggest utility company in the world. They are the largest: gas, nuclear, renewable and storage operators IN THE WORLD. They've built more infrastructure than the next 20 biggest utilities COMBINED. If they speak, you listen.

They clearly stated that the real bottleneck in U.S. power isn’t generation - it’s capacity. And THE ONLY CAPACITY RESOURCE AVAILABLE AT SCALE THORUGH THE END OF THIS DECADE IS: ENERGY STORAGE.

They’re planning 8X more storage than gas through 2032, 53X more than nuclear, and highlighted that extending BESS duration to 8 hours doubles their opportunity set. This is the strongest, most detailed endorsement of grid-scale BESS we’ve ever seen from a major utility.


$NEE kicked off their investor day with multiple PRs. Among them:
- A 2.5GW contract with 2 energy-storage agreements with $META.
- An expansion with their $GOOG relationship, building on their 3.5GW in operation or contracted capacity they have in place. Particularly, developing three initial campuses for data-center hubs with a focus on clean energy capacity.