Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026
Published . Updated .
Key takeaways
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People will continue paying the current electricity rates, with the proposed tariff adjustment deferred until 31st March next year, while the interim
Directly affected
- No company is named in this report.
Indirectly affected
- XLU Utilities Select Sector SPDR+3.0% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story.
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- CAT Caterpillar-24.1% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NEE NextEra Energy+11.5% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
- DE Deere-0.3% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+16.0% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
- SO The Southern+10.8% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLU | -2.14% | +0.05% | base | after close | after close | after close | after close |
| XLI | -1.66% | -2.29% | base | after close | after close | after close | after close |
| CAT | +14.53% | -0.17% | base | after close | after close | after close | after close |
| NEE | -3.87% | -0.66% | base | after close | after close | after close | after close |
| DE | -3.81% | +1.40% | base | after close | after close | after close | after close |
| WMT | -4.79% | -1.04% | base | after close | after close | after close | after close |
| DUK | -2.27% | +0.74% | base | after close | after close | after close | after close |
| SO | -2.34% | -0.06% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026 Fijivillage
Source: Fijivillage
The price since 4 Nov 2026: Select Sector Spdr Tr (XLU) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Caterpillar (CAT) | three days earlier | -0.17% | final price |
| Caterpillar (CAT) | five days earlier | +14.53% | final price |
| Deere (DE) | three days earlier | +1.40% | final price |
| Deere (DE) | five days earlier | -3.81% | final price |
| Duke Energy (DUK) | three days earlier | +0.74% | final price |
| Duke Energy (DUK) | five days earlier | -2.27% | final price |
| Nextera Energy (NEE) | three days earlier | -0.66% | final price |
| Nextera Energy (NEE) | five days earlier | -3.87% | final price |
| Southern (SO) | three days earlier | -0.06% | final price |
| Southern (SO) | five days earlier | -2.34% | final price |
| Walmart (WMT) | three days earlier | -1.04% | final price |
| Walmart (WMT) | five days earlier | -4.79% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | -2.29% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | -1.66% | final price |
| Select Sector Spdr Tr (XLU) | three days earlier | +0.05% | final price |
| Select Sector Spdr Tr (XLU) | five days earlier | -2.14% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 37 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 51 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 63 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 37 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLU)
Companies tied to this story
- XLU Select Sector Spdr Tr
In “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- CAT Caterpillar
In “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NEE Nextera Energy
In “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story
- DE Deere
Deere (DE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026.” Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
In “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DUK Duke Energy
Duke Energy (DUK) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026.” Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story
- SO Southern
For “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026,” Southern (SO) is linked, with no stored direction, medium confidence. Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story
Select Sector Spdr Tr (XLU)
On 4 Nov 2026, “Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026” is the story that connects Select Sector Spdr Tr (XLU) to this story.
The link for Select Sector Spdr Tr (XLU) is this: Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story
Select Sector Spdr Tr (XLI) is here too. Its reason reads: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Dates and price levels for Select Sector Spdr Tr (XLU)
CAT traded between 609.97 and 876.39 across 20 sessions. The latest close on file is 613.64. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.
A simple score for Select Sector Spdr Tr (XLU)
46 out of 100
“Electricity tariff deferred until March 2027, fuel surcharge to continue until Dec 2026” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.