Capital Markets Update 2025 Vienna – October 6, 2025 Disclaimer © 2025 OMV Aktiengesellschaft, all rights reserved, no reproduction without our explicit consent. This presentation contains forward-looking statements. forward-looking statements may be identified by the use of terms such as "outlook", "believe", "expect", "anticipate", "intend", "plan", "target", "objective", "estimate", "goal", "may", "will" and similar terms, or by their context. These forward-looking statements are based on beliefs, estima ...

The world’s biggest climate alliance for banks has ceased operations, just four years after securing net zero pledges from many lenders https://t.co/xXFXBjlfEo ...

Core Viewpoint - Shares of renewable energy company Amoresco are experiencing a significant rally, reaching a more than 10-month high following an upgrade by Jeffries, which raised the price target from $19 to $39, indicating a positive outlook for the company's growth potential [1][4]. Company Overview - Amoresco is characterized as an overlooked company with a market cap nearing $2 billion, facing challenges in recent years due to uncertainties in the renewable energy sector and changes in government policy [3]. - The company is described as agnostic in its approach to renewable energy, seeking various solutions to enhance efficiency and security for its partners, including reducing water waste and utilizing diverse energy sources like wind and hydro power [5][6]. Analyst Insights - Jeffries upgraded Amoresco to a "buy" rating, believing the company has moved past execution risks and uncertainties related to the Inflation Reduction Act, with expectations of EBIT growth rebounding [4]. - UBS has also upgraded Amoresco, citing a similar sentiment regarding the resolution of peak uncertainties related to federal government contracts [7]. - Multiple analysts, including Baird and BNP Paribas, have issued buy ratings, reflecting a growing optimism surrounding Amoresco [10]. Market Performance - The stock has shown a recovery from its April lows, with analysts suggesting that upcoming data center announcements and a revival in project business could serve as catalysts for further stock appreciation [4]. - Year-to-date, Amoresco's stock has risen nearly 50%, indicating strong performance compared to the S&P 500 [11].

Company Overview - Ashtead Technology has become the most shorted company on the UK stock market, with 7.5% of its shares held by hedge funds betting on a decline in share price [1][2] - The company's shares have already fallen 39% this year due to bleak prospects for the North Sea energy sector [3] Industry Context - The North Sea energy sector is facing significant challenges, with government policies prioritizing net zero targets and imposing windfall taxes, leading to stalled projects [6] - High taxation on North Sea oil has been criticized, with claims that it discourages developers and oil companies from operating in the region [5] - Recent comments from US President Donald Trump have highlighted the negative impact of wind turbines on the landscape and criticized the UK's net zero policy [4][5] Market Sentiment - Hedge funds, including Citadel and Acadian Asset Management, have increased their short positions in Ashtead Technology, anticipating further declines in share price [2][4] - The lack of alternative North Sea energy services companies for short-sellers has contributed to the high short interest in Ashtead [5] Company Strategy - Ashtead Technology is focused on executing its growth strategy and supporting customers with subsea operations as it prepares to move to the Main Market of the London Stock Exchange [8]

Collaboration to demonstrate breakthrough water harvesting technology at test facility in 2026RONAN, Mont., Sept. 25, 2025 (GLOBE NEWSWIRE) -- AirJoule Technologies Corporation (NASDAQ: AIRJ) (“AirJoule Technologies” or the “Company”), the leading technology platform that unleashes the power of water from air, today announced that the AirJouleTM system was named as one of three winners of the Net Zero Innovation Hub for Data Centers competition. The program, backed by Google, Microsoft, Data4, Vertiv, Schne ...

China, the world’s largest polluter, set a target to cut greenhouse gas emissions 7% to 10% over the next decade, a strategy that’s seen as too modest to put the nation on a path to net zero and galvanize global climate action https://t.co/bKujnATUDy ...

Tens of thousands of Chinese cars are shipped into Southampton every year - Christopher Ison /Alamy Britain’s biggest port operator has unveiled plans for a new £500m car terminal near Southampton to cope with a flood of electric vehicles (EV) from China. Associated British Ports (ABP) aims to open the terminal by the end of the decade as it gears up for an anticipated surge in cheap Asian imports. Chinese car shipments through Southampton were unknown just a few years ago, but already number tens of th ...

Australia is embracing net zero goals, writes @davidfickling, while the US and much of Europe is backpedaling on climate action (via @opinion) https://t.co/D76smDLK7m ...

Climate Risk and Adaptation - Australia has committed 6 billion USD over the next five years to climate adaptation spending [1] - The potential damage bill to infrastructure and property could run into the hundreds of billions of dollars [3] - The amount of adaptation spending required is determined by the amount of warming Australia and the world faces [4] Emissions Targets and Decarbonization - Australia is committed to achieving a 43% reduction on 2005 level greenhouse gas emissions by 2030 [6] - The Climate Change Authority has recommended a target between 65% to 75% below 2005 levels by 2035 [7] - To stay on a pathway of about 1.75 degrees Celsius of warming, Australia's energy-related emissions would need to fall by about 70% on 2005 levels by 2035 [8] Economic Opportunities and Risks - A higher emissions reduction target of 75% versus 65% would reap additional benefits to the Australian economy [12] - Australia has huge resources in lithium and other critical minerals, setting it up to become a clean energy superpower [14] - Insurance costs in Australia due to extreme weather events are around billions of dollars [17] - Extreme weather events have had a real drag on the nation's economy, which will become unmanageable by late this century if action isn't taken [18]

From @WSJopinion: Remember net zero? Europe’s politicians wish you’d forget, as the Continent rushes en masse for the climate-policy exits this autumn. The most preposterous policy idea in history is running out of steam, writes Joseph Sternberg. https://t.co/glAQuCaHT4 ...