Google's bets on carbon capture power plants, which have a mixed record
TechCrunch· 2025-10-23 16:04
Core Insights - Google is investing in a natural gas power plant in Illinois that aims to capture approximately 90% of its carbon emissions [1][2] - The power plant will have a capacity of 400 megawatts and will be located next to an ethanol plant operated by Archer Daniels Midland (ADM) [1] - The project is being developed by Low Carbon Infrastructure, and Google plans to purchase most of the electricity generated for its data centers [1] Carbon Capture and Storage (CCS) Performance - The power plant's carbon dioxide will be injected into geological storage formations already utilized by ADM's ethanol facility, which is the site of the first long-term CO2 storage well in the U.S. [2] - A recent study of 13 CCS facilities indicates that many are not meeting their carbon capture expectations, with an ExxonMobil facility capturing 36% less than anticipated [5] - A similar Canadian power plant has only captured about 50% of the promised carbon emissions [5] Environmental Impact Considerations - While CCS can reduce emissions from natural gas power generation, it does not address methane leaks throughout the natural gas supply chain, which is a significant greenhouse gas [6] - Methane has a warming potential 84 times greater than carbon dioxide over a 20-year period, and even with carbon capture, the overall warming impact from natural gas extraction and transportation remains [6][7] - Leakage rates as low as 2% can make burning natural gas comparable to coal in terms of carbon accounting [7]
Constellation Brands: I'm In With Buffett
Seeking Alpha· 2025-10-23 16:04
Individual investor focused upon a limited number of diversified stocks. Seeks stocks selling below fair value estimates; favors dividend growth and/or income. Advocates fundamental investment analysis, supplemented by the technical charts. Options strategies primarily employed to generate additional income or hedge risk. If interested, you may find out more about my investment philosophy in the I.S.S. (Investment Strategy Statement) found in my listing of published articles or via this link: Investment Str ...
Time to use volatility to rebalance within equities, says Schwab's Omar Aguilar
Youtube· 2025-10-23 16:03
Market Overview - The major index headlines may not fully reflect the underlying market dynamics, with significant movements occurring beneath the surface since mid-September [2] - There has been a lot of volatility and unwinding in momentum trades, which have been tracked throughout the year [2][3] - The concentration in mega-cap stocks has contributed to the stability of the major indices despite the volatility [3] Economic Outlook - The macroeconomic picture remains resilient and strong, with potential tailwinds that could accelerate the economy into next year [4][5] - Factors such as fiscal spending, monetary policy easing, and deregulation may enhance capital expenditure, particularly in AI-related sectors [5] - A stable labor market and inflation picture could foster a more bullish market sentiment [5] Investment Strategy - Investors are encouraged to rebalance their portfolios, moving away from high exposure to momentum stocks [6] - There is a recommendation to increase allocation to the middle part of the yield curve in fixed income, anticipating lower interest rates [6] - Maintaining high-quality investments is advised due to current volatility and low historical credit spreads [7] Equity Market Focus - It is suggested to reduce exposure to mega-cap stocks and consider non-cap weighted strategies [8] - Investors should focus on profitable companies, particularly within the Russell 2000 index, which contains many firms that do not generate earnings [9] - Careful stock selection is crucial for identifying companies with potential earnings growth for the upcoming year [9]
What's Going On With Plug Power Stock On Thursday? - Plug Power (NASDAQ:PLUG)
Benzinga· 2025-10-23 16:03
Core Insights - Plug Power has launched a new hydrogen ecosystem at Floor & Decor's distribution center, marking a significant expansion in its clean-energy initiatives [1][2] - The hydrogen-powered system will replace traditional lead-acid batteries and support 77 pieces of equipment, significantly reducing CO₂e emissions [3][4] Group 1: Hydrogen Ecosystem Deployment - The installation includes a 10,000-gallon liquid hydrogen tank, compressors, vaporizers, and a high-volume dispensing network [3] - The new setup is expected to cut over 400 metric tons of CO₂e emissions annually, equivalent to avoiding the combustion of 45,000 gallons of gasoline [3][4] - The only emission byproduct is water vapor, with approximately 300 liters (80 gallons) of water generated daily for facility maintenance [4] Group 2: Partnership and Operational Efficiency - The partnership with Floor & Decor highlights the reliability and performance of Plug Power's GenDrive systems in retail distribution [4][5] - The system is designed for energy efficiency and operational flexibility, allowing for easy capacity expansion and resilience during power interruptions [5] - Plug Power's end-to-end hydrogen solutions align with Floor & Decor's commitment to operational efficiency [5] Group 3: Renewable Energy Initiatives - Plug Power has announced a collaboration with Edgewood Renewables to develop a renewable fuel production facility in North Las Vegas [6] - The facility will convert biomass into sustainable aviation fuel, renewable diesel, and biomethanol, promoting clean energy adoption in heavy industries [6] Group 4: Stock Performance - PLUG stock has increased by over 39.66% in the past year, although it was trading lower by 0.51% to $2.905 recently [7]
The S&P 500 Has Been Jumpy. It's Still Trapped in Its Oct. 10 Intraday Range.
Barrons· 2025-10-23 16:03
LIVE Stocks Are Inching Higher Last Updated: Updated 31 min ago The S&P 500 Has Been Jumpy. It's Still Trapped in Its Oct. 10 Intraday Range. By Customer Center Connor Smith The S&P 500 is still trapped in its Oct. 10 intraday range despite all the wild swings in recent days. The S&P 500, up 0.4% on Thursday, is on track for its ninth consecutive session where it failed to trade above 6762.40 and below 6550.78. That was the index's range on Oct. 10 when stocks opened higher but fell sharply on President Don ...
Lazard CEO: Don't believe prominent bankruptcies show broader private credit problems
Youtube· 2025-10-23 16:03
Joining us now first on CNBC Lazar chairman and CEO Peter Orzag. Peter was also the former director of the office of management and budget during the Obama administration. Peter, it's good to see you.Thank you for joining us. Uh we don't normally do this. >> Uh but perhaps you start on the restructuring side of your business because you have such a unique insight into what's going on there.Um what are you seeing in terms of the pipeline there. uh what is the dialogue with clients and customers in light of s ...
Microsoft introduces new Copilot features such as collaboration, Google integration
Reuters· 2025-10-23 16:02
Core Insights - Microsoft has introduced new features in its digital assistant Copilot, enhancing collaboration and integration with services like Outlook and Google [1] Group 1: Product Enhancements - The new features in Copilot focus on improving collaboration capabilities [1] - Deeper integration with other services is a significant aspect of the update, particularly with Outlook and Google [1] Group 2: Industry Impact - The enhancements in Copilot reflect Microsoft's ongoing commitment to advancing its artificial intelligence offerings [1]
Central U.S. Manufacturing Activity Increases at Faster Pace
WSJ· 2025-10-23 16:02
Core Viewpoint - Activity at factories in the central U.S. has shown improvement this month, with a notable increase in expectations for future activity as the Federal Reserve considers further reductions in borrowing costs [1] Group 1 - Factory activity in the central U.S. has improved further this month [1] - Expectations for future factory activity have jumped significantly [1] - The Federal Reserve is contemplating lowering borrowing costs, which may influence manufacturing activity [1]
Biotech Leader Travere Therapeutics Eyes Buy Point After More Than Doubling
Investors· 2025-10-23 16:01
BREAKING: Crude Oil Jumps 5% On Trump Move Thursday's IBD 50 Growth Stocks To Watch pick, biotech leader Travere Therapeutics (TVTX), is approaching its latest buy point after more than doubling since mid-June. That makes Travere stock one of the best names to watch right now, with the market under some moderate selling pressure in recent sessions. In mid-September, shares soared more than 26% after the Food and… Related news Travere Therapeutics Receives Composite Rating Upgrade 9/21/2025The IBD SmartSelec ...
West Fraser Timber Co. Ltd. 2025 Q3 - Results - Earnings Call Presentation (TSX:WFG:CA) 2025-10-23
Seeking Alpha· 2025-10-23 16:01
Group 1 - The article does not provide any specific content or key points related to a company or industry [1]