Utilities Canadian Community

Fortis could get a boost from rising electricity demand as big data centres and grid upgrades drive years of new projects across North America. The upside depends on regulators letting the company recover its costs smoothly, while higher borrowing costs and shifting energy policies could slow progress.Read more

Capital Power looks set to benefit from rising electricity needs and a growing mix of power plants, but a lot depends on demand holding up and the rules around emissions not tightening faster than expected. See what could support steadier growth—and what could derail it if financing costs stay high or new renewable supply pressures pricing.Read more

Canadian Utilities is leaning into grid upgrades and new energy projects, including hydrogen and gas storage, to keep growing as power needs change. But regulatory fights and heavy spending needs could decide whether that growth turns into steady returns or ongoing pressure.Read more

Emera sits in fast-growing regions where rising power demand and new big customers could drive more spending on the grid and more steady growth than many expect. But higher borrowing costs, slow-moving regulators, cyber incidents, and storm damage could still squeeze results and test its ability to keep raising its dividend.Read more

Propane may sound like yesterday’s fuel, but Superior Plus aims to stay relevant by making deliveries smarter, cutting waste, and expanding into cleaner fuels and new logistics services. The big question is whether these moves can keep demand steady as electrification grows and rules tighten around carbon.Read more

TransAlta is leaning into cleaner power as demand for electricity rises, with new wind projects and a growing deal pipeline that could boost results more than many expect. But weak power prices, higher building costs, aging plants, and shifting rules could still squeeze profits and slow the story.Read more

Boralex could benefit as North America pushes for more clean electricity, opening the door to new long-term power contracts and a bigger renewable footprint. But its heavy exposure to France, weather-driven output swings, and growing debt load could make results bumpier than they look at first glance.Read more

ATCO sits at the crossroads of two big shifts: the push for faster, more affordable housing and the huge build-out of power networks needed for a more electric future. The upside comes from expanding its modular building and rental operations across new regions, but the story depends on steady government spending and careful handling of rising debt and tougher competition.Read more

Algonquin Power & Utilities is reshaping itself around its regulated utility business, and new leadership could speed up grid upgrades and clean-energy buildouts in states pushing to cut emissions. The upside hinges on smoother approvals and tighter costs, while heavy debt, shifting energy habits like rooftop solar, and project delays could hold back results.Read more