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随着德克萨斯州和PJM电力价格上涨，NRG能源公司预计盈利将大幅增长。

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-- NRG能源公司（NRG）周三公布了第一季度财报，预测其发电资产有望实现显著收益，因为不断上涨的电价、趋紧的市场环境以及杠杆化的发电布局都提振了其前景。 该公司表示，其位于德克萨斯州的纯发电资产组合在每兆瓦时100美元的电价下，即使对冲比例较低，也能实现超过30亿美元的毛利润，而电价低于每兆瓦时50美元时则会亏损。 该公司目前的业绩指引假设电价约为每兆瓦时52美元，对冲覆盖率在95%到低于25%之间。 NRG预计其位于PJM的发电资产组合也将有类似的增长潜力，电价为每兆瓦时100美元，预计到2026年毛利润将达到约15亿美元。 NRG的基本假设包括正常的天气条件，以及亨利枢纽天然气基准价格约为每百万英热单位3.75美元，休斯顿航道天然气基准价格约为每百万英热单位3.25美元。 对于PJM而言，预计亨利枢纽站的定价为每百万英热单位3.75美元，而Tetco M3站的定价约为每百万英热单位3.60美元。 该公司在德克萨斯州的发电装机容量目前约为45太瓦时（TWh），其中经济装机容量约为45太瓦时，非经济装机容量约为40太瓦时；而PJM的发电装机容量约为25太瓦时，其中经济装机容量约为25太瓦时，非经济装机容量约为15太瓦时。

Price: $152.24, Change: $-5.19, Percent Change: -3.30%

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