We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
We are reaffirming our fair value estimates and moat ratings for our U.S. utility coverage after the U.S. Bureau of Labor Statistics reported 9.1% core inflation on July 14. We continue consider inflation to be the largest threat to utilities' long-term returns and ability to pay robust, growing dividends.
We are reaffirming our fair value estimates, moat ratings, and moat trend ratings for U.S. utilities after President Joe Biden kicked off his environmental policymaking efforts. We consider the sector fairly valued.