Independent Power Producers: Sparks & Quarks IPP Weakness Persists; McKinsey Fireside Takeaways; CEG Completes the Geysers Expansion; OKLO Acquires ARMEC; News Flow; Commodity Corner; Weekly Comps

研报英文原文证据摘录

Independent Power Producers: Sparks & Quarks IPP Weakness Persists; McKinsey Fireside Takeaways; CEG Completes the Geysers Expansion; OKLO Acquires ARMEC; News Flow; Commodity Corner; Weekly Comps

J P M O R G A N North America Equity Research

11 June 2026

Independent Power Producers:

Sparks & Quarks

IPP Weakness Persists; McKinsey Fireside Takeaways;

CEG Completes the Geysers Expansion; OKLO

Acquires ARMEC; News Flow; Commodity Corner;

Weekly Comps

• We would appreciate your vote in the 2026 Extel-Institutional Investor Head of North America Power,

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differentiated product suite encompasses company analysis, industry deep jeremy.b.tonet@jpmorgan.com

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Aidan C Kelly

• Sentiment Check: headlines drive power complex uncertainty. IPP (1-212) 622-4912

weakness today tracks a broader selloff in the power/BTM complex, where aidan.x.kelly@jpmchase.com

tech volatility, headlines around Crusoe data center project cancellations, and Diana Niles

other news flow items have introduced uncertainty in the narrative. We still see (1-212) 622-3328

demand clearly outpacing supply, leaving the IPP thesis firmly intact. Of diana.niles@jpmorgan.com