National Grid Collaborates with Local Food Banks to Support Families Experiencing Food Insecurity
National Grid's Contribution: National Grid is donating $400,000 to local food banks and pantries in New York and Massachusetts to combat rising food insecurity, enabling 15 organizations to provide essential groceries and meals to families in need.
Community Impact: The funding will help food organizations purchase more food and maintain stocked pantry shelves, addressing the urgent needs of families facing economic hardships, especially during the holiday season.
Partnerships and Volunteer Efforts: National Grid is collaborating with various food assistance organizations and its employees will volunteer for food distributions as part of their "Grid for Good" initiative, emphasizing their commitment to community support.
Statements from Beneficiaries: Leaders from various food banks expressed gratitude for National Grid's support, highlighting the significant impact of the funding on their ability to serve vulnerable populations and meet the growing demand for food assistance.
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- Surging Electricity Demand: U.S. electricity demand is surging due to electric vehicles, data centers, and extreme temperatures, leading to increased reliance on variable wind and solar power as traditional coal and gas plants retire faster than replacements can be built.
- Rise of Virtual Power Plants: Utilities are deploying Virtual Power Plants (VPPs) that utilize thousands of small energy resources, including smart thermostats and home batteries, to create a cloud-based network that enhances grid flexibility and reliability during peak demand periods.
- National Grid's Growth Potential: National Grid's ConnectedSolutions program, launched in under four months, now boasts 250 megawatts of peak shaving capacity, with a reported underlying profit of £2.29 billion (approximately $3.1 billion), reflecting a 12% year-over-year increase and highlighting its strong performance amid rising energy demands.
- Sunrun's Market Opportunities: As the largest home-to-grid distributed power plant operator in the U.S., Sunrun's stock has surged over 100% in the past year, reporting $725 million in revenue for Q3, a 35% year-over-year increase, and partnering with HA Sustainable Infrastructure Capital to finance an additional 300 megawatts of capacity, further solidifying its market position.
- Surging Market Demand: U.S. electricity demand is soaring due to electric vehicles, data centers, and extreme temperatures, prompting utilities to adopt virtual power plants (VPPs) to ensure grid stability as traditional coal and gas plants retire rapidly.
- National Grid's Performance Growth: National Grid's stock has risen nearly 40% over the past year, reporting an underlying profit of £2.29 billion, up 12% year-over-year in its half-year report, reflecting successful implementation in the VPP sector amid strong market demand.
- Sunrun's Expansion Plans: As the largest home-to-grid distributed power plant operator in the U.S., Sunrun has enrolled 106,000 customers in 17 VPP programs and collaborated with three utilities to provide a 500-megawatt VPP, aimed at preventing rolling blackouts during peak times.
- Future Investment Potential: With solar power's share in the U.S. rising from 1% to 8% over the past 15 years, Sunrun's partnership with HA Sustainable Infrastructure Capital is expected to finance an additional 300 megawatts of capacity, further solidifying its market position and driving future growth.
- Data Center Drive: The construction of numerous data centers has been a major driver of utility sector gains over the past year, particularly benefiting electric utilities, while natural gas utilities may also see potential, especially as Texas mandates on-site power generation for data centers.
- Natural Gas Turbine Opportunity: Natural gas utilities like Atmos Energy (ATO) and NiSource (NI) operating in Texas and Virginia could benefit from the installation of natural gas turbines at data centers, leading to more attractive valuations and enhanced market competitiveness.
- Xcel Energy Investment Opportunity: Kody's Dividends recommends Xcel Energy (XEL) as the best utility play, projecting a 9% annual diluted EPS growth through 2030, with its current trading price nearly 10% below fair value, making it an attractive investment.
- Attractiveness of National Grid: Wolf Report highlights U.K.-based National Grid (NGG) as a value play with a near-4% yield and double-digit growth rate, indicating resilience against rising interest rates and climate change impacts due to its diversified international exposure.
- Earnings Momentum Ratings: Among large-cap utility stocks, Ørsted A/S and National Grid plc received an EPS revision grade of F, indicating significant downward pressure on analyst expectations for future earnings, which could lead to decreased investor confidence.
- Market Focus: Veolia Environnement SA and EDPR, S.A. also received EPS revision grades of F and D, respectively, highlighting that these companies are under greater earnings pressure, potentially impacting their stock performance and market competitiveness.
- Industry Trends: Evergy, Inc. and Duke Energy Corporation received D+ ratings, reflecting a broader weakening of earnings momentum in the utility sector, which may reduce investor interest in this industry.
- Investor Caution: As earnings season unfolds, market scrutiny on utility stocks intensifies, particularly for those with lower ratings, which may prompt investors to reassess associated risks.
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against National Grid (NYSE: NGG) for possibly issuing misleading business information, emphasizing its commitment to protecting investor rights.
- Class Action Preparation: Investors who purchased National Grid securities may be eligible for compensation through a contingency fee arrangement, indicating the firm's dedication to providing legal support for affected shareholders.
- Fire Incident Impact: The fire incident at London Heathrow Airport in March 2025, attributed to National Grid's failure to maintain an electricity substation, led to a 5% drop in the company's American Depositary Shares (ADSs) on July 2, 2024, reflecting market concerns over corporate governance.
- Firm Reputation: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, showcasing its leadership position in the industry and commitment to safeguarding investor interests.
- Legal Investigation Launched: Rosen Law Firm is investigating potential securities claims against National Grid (NYSE:NGG) for allegedly issuing misleading business information, indicating significant legal risks for the company and potential compensation for affected investors.
- Stock Price Impact: Following a report on July 2, 2025, linking National Grid's failure to maintain an electricity substation to a fire at Heathrow Airport, National Grid's American Depositary Shares (ADS) fell by 5%, reflecting market concerns over the company's governance and operational capabilities.
- Class Action Preparation: The firm is preparing a class action to recover investor losses, highlighting investor concerns regarding the company's transparency and accountability, which may affect future investor confidence.
- Historical Context: The incident stems from a report stating that the issue leading to the fire was identified seven years prior but left unaddressed, exacerbating the public and regulatory trust crisis surrounding National Grid.










