Tag Archives: DYN

On July 12th NRG announced a plan that included the sale of many assets.  These asset sales also created speculation that NRG might consider buying Dynegy.  Below is a new viz I created examining the power plants of the two companies. The viz can also be viewed directly on Tableau Public here.

The PJM capacity auction is always a big event.  One of the tricky things when analyzing the auction's potential impact on a company is figuring out which locational deliverability area (LDA) a plant is located.  I took on the challenge and created a new Tableau viz that shows the LDA for the powe

The Wall Street Journal reported today that Vistra has made a takeover approach to Dynegy.  I have created a Tableau viz showing the fleets of both companies.  A version of the viz is embedded below, and you can also view it here on Tableau Public.  

Today Seeking Alpha posted a new article by me about the situation at Dynegy's Illinois Power Holdings subsidiary.  Right now the compensation you receive for holding the bonds is greater than the market price.  This appears to be a good opportunity.  Take a look at the article here.

The big news last week in the utility universe was that Illinois passed an energy bill. (See here)  Issues in Illinois have been in the news for quite a while, and I discussed some of these in my article on the entelligent website in July.  At that time legislation was stalled and it looked like