The latest Market Talks covering Energy and Utilities were published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

RWE’s guidance will be viewed as conservative given several factors that could provide upside, J.P. Morgan analysts write. The German energy company’s near‑term guidance is based on end‑of‑June commodity prices, which have since moved higher, they say. Looking further ahead, RWE has flagged capacity auctions for more than 10 gigawatts due in Germany and the Netherlands that have not been baked into its 2031 guidance, the analysts say. Finally, the company said it was nearing a deal for two data centers, they say. Shares rise 0.7% to 58 euros.

Korea Electric Power could post weaker 3Q earnings due to higher fuel‑purchase costs, says Kiwoom Securities’ Cho Jae‑won. The South Korean state utility is forecast to spend 6.354 trillion won on oil, coal and gas to fuel its power plants in the July‑September period, up 29% on quarter and 16% on year. The company is also likely to face higher 3Q system margin prices, at which it purchases power from private electricity companies. The SMP rose to 133 won per kilowatt‑hour in July and 150 won per અમારાKWh in August, from 118 won per KWh in 2Q.

RWE’s second‑quarter earnings are in line with July’s preliminary figures, Jefferies analysts write. Overall, the German energy company’s message to investors is that the long‑term growth outlook is strong. Management sees significant opportunities across renewables, flexible generation, storage, and grids. Shares closed Wednesday at 57.62 euros, reflecting investor confidence. The company’s focus on renewables and grid expansion positions it for future growth.