UK’s most polluting power plant could power country’s largest AI datacentre
Published . Updated .
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Drax’s FTSE 250 owner strikes £20bn deal to build infrastructure in what it says is site’s ‘next chapter’
Directly affected
- BN Brookfield+9.5% 30d
Named in this report.
Indirectly affected
- XLU Utilities Select Sector SPDR+2.1% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- EWU iShares MSCI United Kingdom ETF-2.3% 19d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”).
- NEE NextEra Energy+10.5% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “power plant” (power and utilities) 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 “power plant” (power and utilities) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- SO The Southern+9.7% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “power plant” (power and utilities) in this story.
- GOOGL Alphabet-17.2% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BN | -8.26% | -4.73% | base | -2.03% | +3.98% | after close | after close |
| XLU | -1.89% | -1.22% | base | -0.57% | -0.07% | after close | after close |
| QQQ | +5.87% | +5.02% | base | +0.60% | +1.54% | after close | after close |
| EWU | -1.83% | -0.75% | base | -1.57% | +1.83% | after close | after close |
| NEE | -3.09% | -3.43% | base | -0.85% | +3.90% | after close | after close |
| DUK | -2.79% | -1.95% | base | -1.47% | +0.97% | after close | after close |
| MSFT | +4.85% | +4.61% | base | +2.73% | +9.68% | after close | after close |
| SO | -2.10% | -1.72% | base | -0.92% | -1.37% | after close | after close |
| GOOGL | +14.89% | +1.62% | base | +0.31% | +3.56% | 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.
Drax’s FTSE 250 owner strikes £20bn deal to build infrastructure in what it says is site’s ‘next chapter’ Britain’s most polluting power plant could soon power the country’s largest datacentre under a £20bn deal to build AI infrastructure…
Source: The Guardian
Price since this story was published: Select Sector Spdr Tr (XLU)
| Company | When | Move | Status |
|---|---|---|---|
| BN | that day | -2.03% | final price |
| BN | the next day | +3.98% | final price |
| BN | three days earlier | -4.73% | final price |
| BN | five days earlier | -8.26% | final price |
| Duke Energy (DUK) | that day | -1.47% | final price |
| Duke Energy (DUK) | the next day | +0.97% | final price |
| Duke Energy (DUK) | three days earlier | -1.95% | final price |
| Duke Energy (DUK) | five days earlier | -2.79% | final price |
| Ishares Tr (EWU) | that day | -1.57% | final price |
| Ishares Tr (EWU) | the next day | +1.83% | final price |
| Ishares Tr (EWU) | three days earlier | -0.75% | final price |
| Ishares Tr (EWU) | five days earlier | -1.83% | final price |
| Alphabet (GOOGL) | that day | +0.31% | final price |
| Alphabet (GOOGL) | the next day | +3.56% | final price |
| Alphabet (GOOGL) | three days earlier | +1.62% | final price |
| Alphabet (GOOGL) | five days earlier | +14.89% | final price |
| Microsoft (MSFT) | that day | +2.73% | final price |
| Microsoft (MSFT) | the next day | +9.68% | final price |
| Microsoft (MSFT) | three days earlier | +4.61% | final price |
| Microsoft (MSFT) | five days earlier | +4.85% | final price |
| Nextera Energy (NEE) | that day | -0.85% | final price |
| Nextera Energy (NEE) | the next day | +3.90% | final price |
| Nextera Energy (NEE) | three days earlier | -3.43% | final price |
| Nextera Energy (NEE) | five days earlier | -3.09% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | that day | +0.60% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | the next day | +1.54% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | three days earlier | +5.02% | final price |
| Invesco Qqq Trust, Series 1 (QQQ) | five days earlier | +5.87% | final price |
| Southern (SO) | that day | -0.92% | final price |
| Southern (SO) | the next day | -1.37% | final price |
| Southern (SO) | three days earlier | -1.72% | final price |
| Southern (SO) | five days earlier | -2.10% | final price |
| Select Sector Spdr Tr (XLU) | that day | -0.57% | final price |
| Select Sector Spdr Tr (XLU) | the next day | -0.07% | final price |
| Select Sector Spdr Tr (XLU) | three days earlier | -1.22% | final price |
| Select Sector Spdr Tr (XLU) | five days earlier | -1.89% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 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 50 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 62 days before publication. Filed 25 Sep 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 39 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 71 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 34 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 36 days before publication. Filed 2 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 74 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 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 60 days before publication. Filed 7 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 mentioned with this story
- XLU Select Sector Spdr Tr
Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “UK’s most polluting power plant could power country’s largest AI datacentre.” Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) in this story
- QQQ Invesco Qqq Trust, Series 1
In “UK’s most polluting power plant could power country’s largest AI datacentre,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
- EWU Ishares Tr
For “UK’s most polluting power plant could power country’s largest AI datacentre,” Ishares Tr (EWU) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“uk”)
- NEE Nextera Energy
Nextera Energy (NEE) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “UK’s most polluting power plant could power country’s largest AI datacentre.” Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “power plant” (power and utilities) in this story
- MSFT Microsoft
In “UK’s most polluting power plant could power country’s largest AI datacentre,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
- DUK Duke Energy
For “UK’s most polluting power plant could power country’s largest AI datacentre,” Duke Energy (DUK) is linked, with no stored direction, medium confidence. Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “power plant” (power and utilities) in this story
- SO Southern
For “UK’s most polluting power plant could power country’s largest AI datacentre,” 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 “power plant” (power and utilities) in this story
- GOOGL Alphabet
Alphabet (GOOGL) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “UK’s most polluting power plant could power country’s largest AI datacentre.” Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story
Select Sector Spdr Tr (XLU)
The 3 Nov 2026 story “UK’s most polluting power plant could power country’s largest AI datacentre” names Select Sector Spdr Tr (XLU) because of this story.
The link for Select Sector Spdr Tr (XLU) is this: Utilities Select Sector SPDR: it holds power utilities. Linked by “power plant” (power and utilities) in this story
Invesco Qqq Trust, Series 1 (QQQ) is here too. Its reason reads: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story
Dates and price levels for Select Sector Spdr Tr (XLU)
EWU traded between 45.65 and 47.88 across 17 sessions. The latest close on file is 46.84. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32. 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
“UK’s most polluting power plant could power country’s largest AI datacentre” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.