CenterPoint Energy is a gas and electric company with about seven million metered customers. It has distribution and electric transmission, distribution and small generation operations. The company is headquartered in gas-rich Texas and has regulated electric service in Texas and Ohio, but also serves customers in Indiana, Louisiana, Minnesota, Mississippi, and Indiana. Regulated gas service is in IN, MN, OH, and TX. Its Indiana utility has relatively small generation capacity of about 1.3 GW. CNP has about 4.7 GW of total energy output. Its fuel mix remains heavily reliant on fossil fuels, with almost 85% of its Indiana generation from coal. The company has closed two coal-fired plants and operates one remaining coal plant in Indiana, It plans to convert the remaining plant to natural gas by 2027. CNP projects it will be 80% renewably-fueled by 2030. Total 2024 revenues were about $8.6 billion, of which just over half were electricity revenues and about 47% were from natural gas sales. CNP's key utility serving Houston, accounted for about 45% of total 2024 revenue. The shares are a component of the S&P 500 and the current market cap is about $24.5 billion.

President Trump's tariff announcement caused a market sell-off on Thursday. Energy was the worst sector, followed by Technology. Apple was down more than 9%, its worst day in four years. The 10-year Treasury yield, at 4.05%, was the lowest since October. The Dow fell 4%, the S&P 500 sank 4.8% and the Nasdaq was down nearly 6%.

CenterPoint Energy owns a portfolio of businesses. Its regulated electric utilities provide transmission and distribution services to more than 2.5 million customers in the Houston area, southern Indiana, and west central Ohio. The company has natural gas distribution systems serving approximately 4 million customers.

In this edition, US utilities are slowly regaining their luster; Germany's auto industry is slowing down; China is building up home demand; and Elekta, Auckland International Airport, and Yum China.