MIDLAND, Texas--(BUSINESS WIRE)--New Era Energy & Digital, Inc. (Nasdaq: NUAI) ("New Era†or the "Company†), a next-generation exploration and production platform in the Permian Basin, today announced that Texas Critical Data Centers LLC ("TCDC†), its 50/50 joint venture with Sharon AI, Inc., enters into a definitive purchase and sale agreement on the acquisition of an additional 203 contiguous acres. The purchase expands the development footprint to a total of 438 acres, strengthening TCDC's ability t ...

Nov 13, 2025 4:15 PM Eastern Standard Time Net Power Reports Third Quarter 2025 Results and Provides Business Update Conference Call Share DURHAM, N.C.--(BUSINESS WIRE)--Net Power Inc. (NYSE: NPWR) ("Net Power†or the "Company†) today announced its financial and operational results for the third quarter ended September 30, 2025, and outlined an updated strategy that continues to focus on delivering low-carbon intensity power solutions fueled by natural gas. In response to unprecedented near-term demand for ...

Core Insights - Verde AgriTech Ltd reported its Q3 2025 financial results, highlighting a challenging operating environment due to the Great Brazilian Agriculture Crisis, but noted sequential improvements in performance [2][6][30] Financial Performance - EBITDA before non-cash events was $0.1 million in Q3 2025, marking the first positive EBITDA since Q2 2023, compared to a loss of $0.03 million in Q3 2024 [6][25] - Sales volume decreased by 16% to 85,136 tons in Q3 2025 compared to Q3 2024, while revenue fell by 18% to $5.9 million [6][23] - Gross margin excluding freight remained stable at 60%, consistent with Q3 2024 [6] - Net loss narrowed to $2.1 million in Q3 2025 from a loss of $2.3 million in Q3 2024 [6][25] - Cash position improved slightly to $3.6 million from $3.4 million year-over-year, with short-term receivables at $7.9 million [6][29] Market Conditions - The agricultural sector continues to face pressures from geopolitical tensions, extreme climate risks, and high input costs, but there are signs of recovery as Brazilian farmers begin the 2025/26 planting season [8][9] - The Companhia Nacional de Abastecimento (Conab) reported expectations for high soybean, corn, and grain production, indicating resilience in agricultural output [8] - The global potash market is projected to reach $34.8 billion by 2033, with a CAGR of 2.66%, driven by population growth and food security [8][14] Sustainability Initiatives - Verde's products have the potential to capture up to 10,214 tons of CO2 through Enhanced Rock Weathering, with a net estimated capture of 7,106 tons [6][47] - The company has prevented the application of 6,740 tons of chloride in Q3 2025 by offering a chloride-free alternative to potassium chloride fertilizers [6][48] Rare Earths Exploration - Verde announced the discovery of a continuous, clay-hosted rare earth element mineralized zone in Minas Gerais, Brazil, covering approximately 5,500 hectares [6][7] - A three-rig drilling program has commenced to define high-quality magnet rare earth resources, with key project milestones outlined for 2026 [7][31] Economic Outlook - Brazil's economy is projected to grow by around 0.3% in Q3 2025, with a full-year growth forecast of 2.0% by the Brazilian Central Bank [15] - The SELIC interest rate remains high at 15%, but potential cuts may occur if inflation continues to ease, with forecasts suggesting a decline to 12.25% in 2026 [15][18]

Financial Performance - Green Plains reported net income attributable of $11.9 million, or $0.17 EPS[8] - Adjusted EBITDA was $52.6 million[8] - The company had $211.6 million in cash and cash equivalents, and $325.0 million available under a committed credit facility[8] - Consolidated ethanol crush margin was $59.6 million, including $26.5 million from 45Z production tax credits[8] Production and Operations - Ethanol production reached 197.3 million gallons, operating at 101% of stated capacity (excluding Fairmont)[8] - Production included 417 thousand tons of distillers grains, 71 thousand tons of Ultra-High Protein, and 72.3 million pounds of renewable corn oil[8] - The company processed 66.6 million bushels of corn[8] - Nine operating ethanol plants achieved a strong utilization rate of 101%[9] Strategic Initiatives and Updates - The company expects $15 - $25 million of 45Z production tax credit monetization value for the fourth quarter[9] - Carbon capture is fully operational at the York, Nebraska facility, with Central City and Wood River, Nebraska systems ramping up[9, 12] - The sale of the Obion, Tennessee plant was completed, with proceeds used to repay $130.7 million in junior mezzanine debt[9] - A $200 million convertible note exchange and subscription transaction was successfully completed to enhance financial flexibility[9] Selected Operating Data Comparison (Q3 2025 vs Q3 2024) - Ethanol production decreased from 220,299 thousand gallons in 2024 to 197,264 thousand gallons in 2025[13] - Distillers grains production decreased from 489 thousand tons in 2024 to 417 thousand tons in 2025[13] - Renewable corn oil production decreased from 77,074 thousand pounds in 2024 to 72,345 thousand pounds in 2025[13]

Core Insights - GE Vernova and YTL PowerSeraya are collaborating on a carbon capture feasibility study for a gas turbine plant in Singapore [1] Company Summary - GE Vernova is an electric services firm that focuses on innovative energy solutions [1] - YTL PowerSeraya is a power generation company involved in the energy sector in Singapore [1] Industry Summary - The collaboration highlights a growing trend in the energy industry towards carbon capture technologies as a means to reduce emissions [1] - The feasibility study is part of broader efforts to enhance sustainability in power generation [1]

Group 1 - Green Plains (NASDAQ:GPRE) has commenced carbon capture and storage (CCS) operations at its facility in York, Nebraska, representing a significant advancement in its carbon capture capabilities [5] - The CCS equipment at the York facility is now fully operational, indicating the company's commitment to expanding its environmental sustainability initiatives [5]

Core Insights - Verde AgriTech Ltd. has commenced drilling at its rare earth discovery site in Brazil, aiming to define high-quality resources for rapid production [1][5] - The company has established a strong operational foundation in Minas Gerais, with a focus on efficient project execution without compromising its low carbon fertilizer business [3][4] Project Overview - Drilling began on October 7, 2025, with plans for a three-rig program to expedite resource definition [1][5] - The mineralized zone spans approximately 5,500 hectares and is characterized by high Total Rare Earth Oxides (TREO) and magnet grade Medium Rare Earth Oxides (MREO) [5][7] - A comprehensive Board assessment is scheduled for release on October 14, 2025, detailing the project name and milestones [4][5] Technical and Operational Highlights - The project benefits from in-house multidisciplinary teams, advanced equipment, and upgraded regional infrastructure, which enhances operational efficiency [6] - Recent assays revealed significant concentrations of TREO and MREO, with samples showing high levels of NdPr, dysprosium, and terbium, suitable for applications in electric vehicles and wind turbines [7][8]

Core Insights - Baker Hughes Company (BKR) is valued at a market cap of $47.9 billion and operates in the oil and gas industry as well as emerging clean energy sectors [1] - The company is expected to report a profit of $0.62 per share for fiscal Q3 2025, reflecting a 7.5% decrease from $0.67 per share in the same quarter last year [2] - Analysts project BKR's profit for fiscal 2025 to be $2.40 per share, a 2.1% increase from $2.35 per share in fiscal 2024, with further growth expected to $2.63 per share in fiscal 2026 [3] Stock Performance - BKR shares have increased by 27.7% over the past year, outperforming the S&P 500 Index's rise of 17.4% and the Energy Select Sector SPDR Fund's decline of 2.3% [4] - The company has maintained solid growth in its traditional oilfield services while advancing technologies in carbon capture, hydrogen, and geothermal energy [5] Analyst Ratings - Wall Street analysts have a "Strong Buy" rating for BKR, with 15 out of 21 analysts recommending "Strong Buy," two suggesting "Moderate Buy," and four indicating "Hold" [6] - The mean price target for BKR is $52.25, suggesting a potential upside of 9.2% from current levels [6]

Summary of Gevo Conference Call - September 25, 2025 Company Overview - Gevo is focused on producing renewable resource-based fuels, including jet fuel, gasoline, and diesel, from renewable carbon sources, aiming for carbon-negative footprints [1][2] - The company has a team with extensive experience in both agricultural and petrochemical sectors, having previously developed biodegradable plastics [2] Business Model and Operations - Gevo's production process involves converting carbohydrates into hydrocarbons through alcohols like ethanol and isobutanol, utilizing established petrochemical industry methods [3] - The company operates four business segments, with Gevo Fuels being a key area, including a recently acquired ethanol plant in North Dakota, currently operating at 12% capacity [3][4] - The company emphasizes the economic benefits of using corn as a raw material, clarifying that the corn used is not for human consumption but rather for ethanol and protein production [5][6] Carbon Management and Market Opportunities - Gevo is involved in carbon capture and removal, generating Carbon Dioxide Removal (CDR) credits, which are sold in voluntary carbon markets [4][10] - The company distinguishes between CDRs and the 45Z tax credit, highlighting the potential revenue from CDRs ranging from $100 to $300 per ton [10][11] - Current adjusted EBITDA is approximately $20 million annually, with projections to reach $40 million and potentially $110 million in the near future through optimized operations [11][12] Market Demand and Future Growth - U.S. jet fuel demand is projected to increase, with a significant shortfall expected by 2035, creating opportunities for renewable jet fuel (SAF) commercialization [14][15] - Gevo's production costs for renewable jet fuel are competitive with traditional jet fuel, positioning the company favorably in the market [16] - The company plans to build Alcohol-to-Jet (ATJ) plants, which are expected to significantly enhance EBITDA by approximately $150 million per site [17][18] Strategic Initiatives - Gevo aims to optimize cash flow and expand capacity at its North Dakota site, with plans to build ATJ plants using a modular approach to reduce execution risks [20][21] - The company is focused on creating a reproducible model for plant deployment, emphasizing the importance of financing and operational efficiency [29] Economic and Environmental Impact - Gevo's operations are positioned to contribute to rural economic development, creating jobs and generating significant regional economic impact [18] - The company aligns with energy security goals, providing economical hydrocarbon products while addressing carbon emissions [18][19] Conclusion - Gevo is strategically positioned in the renewable fuels market, leveraging its expertise in agriculture and petrochemicals to capitalize on growing demand for sustainable energy solutions while managing carbon emissions effectively [19][20]

Group 1 - Prime Minister Mark Carney plans to fast-track five national interest projects, including LNG Canada Phase 2, Darlington new nuclear projects, Contrecoeur container project, McIlvenna Bay Foran copper mine, and Red Chris mine expansion [1] - RBC Capital Markets analysts favor TC Energy Corp. for its potential expansion of the Coastal GasLink pipeline to support LNG Canada Phase 2 [1] - TD Cowen analysts identify Canadian National Railway Co. as a potential winner, expecting it to double volumes of natural gas liquids for LNG Canada Phase 2 [1] Group 2 - Emera Inc. and Hydro One Ltd. are seen as beneficiaries in the development of power lines to Nova Scotia and Ontario's Ring of Fire, which is rich in critical minerals [1] - Analysts also highlight Atco Ltd. for its role in power generation and distribution in North America [1] - Caterpillar dealers Finning International Inc. and Toromont Industries Ltd. are expected to benefit from earth-moving projects related to the identified national interest projects [1] Group 3 - ATS Corp. is already involved in the development of the Darlington small modular nuclear reactor program [1] - Five engineering and compliance firms, including Aecon Group Inc., AtkinsRealis Group Inc., Bird Construction Inc., Stantec Inc., and WSP Global Inc., are considered capable of participating in both the five major projects and additional early-stage projects [1]