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Citi analysts said agentic AI could make it easier for consumers to switch retail electricity providers, potentially compressing margins at smaller players. They said larger providers such as Constellation Energy, NRG and Vistra are better positioned to limit switching.
Citi analysts said agentic AI could make it easier for consumers to switch electricity providers, potentially squeezing margins and valuations at smaller retail power companies. They said larger players such as Constellation Energy, NRG and Vistra are better positioned to limit switching.