Ameren(US:AEE) ZACKSยท2025-03-17 16:46Industry Overview - The global shift towards renewable energy has significantly increased the demand for reliable energy storage solutions due to the intermittent nature of sources like solar and wind [1] - Global electricity consumption is expected to rise rapidly from 2025 to 2027, creating growth opportunities for renewable energy and battery storage companies [2][3] - The International Energy Agency (IEA) forecasts that by 2025, renewables will account for over one-third of global electricity generation, surpassing coal [3] Investment Opportunities - Companies in the renewable energy and battery storage sectors are positioned for profitable growth due to stable electricity demand, government incentives, and technological advancements that lower production costs [4] - Ameren (AEE) is expanding its renewable portfolio with plans to add 4,200 MW of renewable generation and 1,000 MW of battery storage by 2030, supported by a $16.2 billion investment plan [6][7][8] - CMS Energy aims to add 9 GW of solar and 4 GW of wind capacity by 2045, with a $5.2 billion investment in renewables planned for 2025-2029 [9][10] Company Highlights - Bloom Energy (BE) has deployed approximately 1.4 GW of its Energy Server systems globally, enhancing its position in the renewable energy market [11] - Bloom Energy's collaboration with Equinix aims to provide sustainable on-site power for data centers, with projected sales growth of 18.3% for 2025 [12] - Stem Inc. has established itself as a leading clean energy software provider, with over 16,000 customers and significant projects in battery storage and solar asset management [13][14][15]