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Utilities News 25 January 2026 - 6 February 2026

National Grid share price today: NG edges lower as UK rate-cut bets stay in focus

National Grid share price today: NG edges lower as UK rate-cut bets stay in focus

National Grid shares dipped 0.04% to 1,281.5 pence early Friday, trading near a 52-week high after the Bank of England held rates at 3.75% in a close vote. Utilities saw muted moves as investors weighed rate-cut signals and sector peers’ spending plans. CEO Zoë Yujnovich received a five-year share option, regulatory filings show. National Grid’s full-year results are due May 14.
6 February 2026
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Thames Water’s £16bn rescue deal is close — lenders may take 30% losses

Thames Water’s £16bn rescue deal is close — lenders may take 30% losses

Creditors are nearing a £16 billion rescue deal for Thames Water, with senior lenders facing losses of up to 30% on Class A debt, according to reports. The plan would give creditors at least a 10% equity stake in the recapitalised utility. A creditor group holding £13 billion of debt aims to reach terms with Ofwat by mid-February. Thames Water serves 16 million customers and has faced over £100 million in fines for sewage spills.
3 February 2026
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Utilities stocks face a big rate test next week after XLU slips — what to watch

Utilities stocks face a big rate test next week after XLU slips — what to watch

The Utilities Select Sector SPDR Fund (XLU) closed Friday down 0.18% at $43.25, while the Utilities Select Sector Index slipped 0.21%. Investors are watching President Trump’s Fed chair pick and upcoming U.S. jobs data as interest rates regain influence. A new reliability warning highlighted concerns over grid investment after storms left 38 dead and nearly 300,000 without power.
1 February 2026
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National Grid share price: Ofgem opens Bramford-to-Twinstead review as rate week looms

National Grid share price: Ofgem opens Bramford-to-Twinstead review as rate week looms

National Grid shares closed up 0.37% at 1,234.5 pence, near a one-year high, after Ofgem launched a consultation on the Bramford to Twinstead transmission upgrade. The regulator is reviewing the project under its Accelerated Strategic Transmission Investment mechanism, with responses due by March 2. The stock is up about 8% year-to-date. London’s blue-chip index rose 0.5% Friday, while sterling fell 0.56% to $1.3742.
1 February 2026
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Utilities stocks brace for Monday after Warsh Fed pick jolts rates; XLU ends week lower

Utilities stocks brace for Monday after Warsh Fed pick jolts rates; XLU ends week lower

U.S. utility stocks fell Friday as long-term Treasury yields jumped after President Trump named Kevin Warsh as his pick for Fed chair. The Utilities Select Sector SPDR ETF closed down 0.2% at $43.25. Producer prices rose 0.5% in December, exceeding forecasts and fueling inflation concerns. Benchmark 10-year Treasury yields climbed to 4.245%.
31 January 2026
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National Grid share price holds near 52-week high into weekend as BoE rate call looms

National Grid share price holds near 52-week high into weekend as BoE rate call looms

National Grid shares closed Friday at 1,234.5p, up 0.37%, after touching 1,240p. A U.S. SEC filing detailed updated voting rights and director share dealings. Traders are watching next week’s Bank of England rate decision, with utilities sensitive to shifts in gilt yields. About 10.2 million National Grid shares traded as the FTSE 100 marked its longest monthly winning streak in over 12 years.
31 January 2026
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National Grid share price slips as gilt yields climb — what to watch next for NG.L

National Grid share price slips as gilt yields climb — what to watch next for NG.L

National Grid shares fell 0.65% to 1,222.5 pence in early London trading Thursday, retreating from a 52-week high set Wednesday. Rising UK gilt yields pressured utility stocks, as 10-year yields hit 4.569%, their highest since November. Investors await National Grid’s RIIO-T3 regulatory briefing on Thursday. Societe Generale may conduct price-support operations for a €500 million securities offering.
29 January 2026
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National Grid share price holds near fresh 52-week high as €650m bond sale puts funding back in focus

National Grid share price holds near fresh 52-week high as €650m bond sale puts funding back in focus

National Grid shares rose 0.3% to 1,226 pence by 08:45 GMT in London, nearing a 52-week high. Its UK transmission unit issued a 650 million euro bond, with Societe Generale signaling possible price support in the debt market. Ofgem’s new RIIO-T3 settlement for electricity transmission starts in April. Investors await National Grid’s full-year results in May.
28 January 2026
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NextEra Energy stock ticks higher ahead of earnings day as rate focus tightens

NextEra Energy stock ticks higher ahead of earnings day as rate focus tightens

NextEra Energy shares rose 0.8% to $85.49 Monday as utilities rallied ahead of the company’s quarterly and full-year earnings release set for Tuesday morning. Bank of America raised its price target to $87. Investors await updates on profit forecasts and project pipelines, while the market eyes Wednesday’s Federal Reserve policy decision.
26 January 2026
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Morgan Stanley downgrades United Utilities as UU shares hover near a key 200-day level

Morgan Stanley downgrades United Utilities as UU shares hover near a key 200-day level

United Utilities shares held at 1,192.5 pence in early London trade after a Morgan Stanley downgrade to “Equal Weight.” The move comes as UK water bill complaints surged to over 16,000 in 2025, up from 10,600 the year before, according to the Consumer Council for Water. The stock recently broke above its 200-day moving average, a key technical level.
26 January 2026
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Utilities stocks slip ahead of Fed decision as Winter Storm Fern tests the grid

Utilities stocks slip ahead of Fed decision as Winter Storm Fern tests the grid

U.S. utility stocks fell Friday, with the Utilities Select Sector SPDR Fund down 0.35% to $42.56. Over 850,000 customers remained without power Sunday as outages spread and PJM Interconnection raised its demand forecast to a record 147.2 GW. The Department of Energy issued emergency orders for Texas and PJM grids. The Federal Reserve is expected to keep rates unchanged at its meeting Jan. 27–28.
25 January 2026
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Stock Market Today

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
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