Indian Energy Exchange (IEX) Q1 2026 Earnings Call July 25, 2025 05:00 AM ET Company ParticipantsRohan Gheewala - Senior ManagerRohit Bajaj - Joint MDSumit Kishore - Executive DirectorKunal Thanvi - Assistant Fund Manager & Head - ResearchDevesh Agarwal - Vice PresidentLokesh Manik - Research AssociateMohit Kumar - Vice PresidentSubhadip Mitra - Executive DirectorConference Call ParticipantsBharanidhar Vijayakumar - Lead Equities AnalystNone - AnalystPrateek Jain - Investment AnalystRushabh Shah - AnalystKe ...

尽管一季度申报量小幅回落，上半年整体申报势头依然强劲。 较2024年同期申报容量增 长25%，主要得益于2 0 25年二季度申报量创历史次高纪录。 该记录仅次于2024年四季度 峰值——当时因电网改革新规要求项目须在12月截止日期前提交第二阶段接入申请，引发 申报激增。 图1：英国公用事业级储能项目项目申报容量 2025年上半年申报容量突破30GWh 文 | 中关村储能产业技术联盟 2 0 25年上半年英国储能项目装机规模跃升78%，规划申报量增长2 5%，项目获批量增加 4 9%。 清洁能源20 3 0目标推动产业变革 新老企业持续加码英国储能市场。规划中储能项目容量达6 8GWh，另有超1 3 0GWh已获 批准项目。在清洁能源2 0 3 0目标迫近之际，把握当前市场动态至关重要。 2 0 24与2025年申报项目数量基本持平，但项目单体规模持续扩张。今年申报项目平均容 量达300MWh，远超2 0 2 4年的230MWh。 容量超10 0MW项目占比达4 1%，去年同期仅为22%。 多家开发商提交GW级项目方案， 如Fi dr a En e rg y位于林肯郡的2.4GWh电池储能项目，以及Na tPo ...

July 24, 2025 01:32 AM GMT Tesla Inc | North America EV Pain vs. Robo Gain Reaction to earnings Weakens our thesis Modest shortfall Modest revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways from 2Q Results: M Update Morgan Stanley & Co. LLC Adam Jonas, CFA Equity Analyst Adam.Jonas@morganstanley.com +1 212 761-1726 Daniela M Haigian Equity Analyst Daniela.Haigian@morganstanley.com +1 212 ...

《 关 于 深 化 新 能 源 上 网 电 价 市 场 化 改 革 促 进 新 能 源 高 质 量 发 展 的 通 知 》 （ 发 改 价 格 〔2 0 2 5〕1 36号）的发布，加速推进了新能源全面参与市场交易的进程，并做好与既往政 策机制的衔接。136号文省级配套细则，进一步明确储能独立市场主体地位、聚焦系统灵 活性提升、明确存量/增量新能源交易机制，确定机制电量规模和电价水平、建立差价结 算方式，为大规模储能的规范发展与价值释放筑牢了关键政策支撑，为新型储能的高质量 发展提供了全方位指引。 西部地区是我国可再生能源富集区，肩负保障能源安全与实现"双碳"目标的双重使命。内 蒙 古 依 托 全 国 领 先 的 风 光 土 地 资 源 ， 建 成 全 球 最 大 风 电 光 伏 集 群 ， 通 过 源 网 荷 储 一 体 化、"沙戈荒"基地等工程引领多能协同创新。2 0 2 4年内蒙古未入市新能源已不足 10%， 其电力市场化程度走在全国前列，反映出内蒙古独特的市场环境，全区新能源项目可更快 速地向全面市场化交易转变，大规模存量项目的合理过渡以应对多变市场环境成为关键。 同时，也亟需解决系统灵活性不足、市场 ...

Navitas Semiconductor Corporation (NVTS) shares ended the last trading session 24.7% higher at $8.47. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 3.1% loss over the past four weeks.Navitas Semiconductor is benefiting from its innovative GaN and silicon carbide technologies, enabling advancements in AI data centers, EVs, solar microinverters, and energy storage systems. This company is expected to post quarterly ...

文 | 中关村储能产业技术联盟 阿根廷政府本周启动了 "阿尔马布宜诺斯艾利斯大都市区（AlmaGBA）" 招标项目的投 标工作， 总投资约为 5 亿美元，设容量与供电双重激励 。 该项目于今年2月发布，旨在为布宜诺斯艾利斯大都市区（AMBA）电网的关键节点筹集 5 0 0 兆瓦的储能容量。 共有 15 家企业提交了 27 份不同的项目方案，总电力规模达 1 347 兆瓦，远超招标所需 的 500 兆 瓦 。 本 次 招 标 对 合 格 的 电 池 储 能 系 统 （ BESS ） 有 明 确 要 求 ： 必 须 为 全 新 设 备 ， 且 每 次 完 全 放 电 周 期 需 连 续 供 电 至 少 4 小 时 ， 这 也 意 味 着 对 储 能 容 量 存 在 相 应 约 束。 政府预估这些项目的总投资约为 5 亿美元，要求在 12 至 18 个月内完成建设。 招标设定的付费标准为： 中标结果将于 2 0 2 5 年 8 月 2 9 日公布。此后，中标方将与配电公司 Ed e n o r 和 Ede s ur 签署储能合同，由电力批发市场管理公司（CAMMESA）负责保障项目运营。若 Ed e n o r 和 ...

文 | 中关村储能产业技术联盟 7 月 17 日，中关村储能产业技术联盟在江苏常州召开了第四届第六次常务理事会。中关 村储能产业技术联盟常务副理事长俞振华、副理事长兼秘书长刘为、副理事长索英电气董 事长王仕城、天合光能全球产品总裁倪莉莉、双登集团董事长杨锐、远景储能总裁田庆 军、中车株洲所综合能源事业部党委书记、总经理唐远远、科华数能总裁崔剑、南网科技 苏伟、华能清能院储能技术部主任刘明义、华为数字能源智能光伏全球储能业务总经理尹 飞军、南都电源国内营销中心副总裁于建华以及阳光电源、海博思创、宁德时代、比亚 迪、上能电气、新源智储、沃太能源、大连融科等常务理事单位代表出席本次会议。监事 会监事中国科学技术大学教授王青松、北京能高自动化有限公司总经理金成日列席会议。 会议由联盟副理事长兼秘书长刘为主持，常务理事听取了联盟2025年上半年工作汇报及 下半年工作计划，并对联盟理事会提案、常务理事会成员调整方案展开研讨和审议。 在提案研讨环节，各位副理事长结合当前储能产业发展态势，围绕联盟如何进一步强化行 业引领力、坚守产业安全底限、加强行业自律，发挥龙头企业的引导作用展开深度研讨， 特别就储能行业当前国内外市场走势 ...

Core Viewpoint - Eos Energy Enterprises, Inc. is set to release its second quarter 2025 financial results on July 30, 2025, with a conference call scheduled for the following morning to discuss the results [1] Group 1: Financial Results Announcement - The company will announce its second quarter 2025 financial results after the U.S. market closes on July 30, 2025 [1] - A conference call to discuss these results will take place on July 31, 2025, at 8:30 a.m. Eastern Time [1] Group 2: Shareholder Engagement - Eos has partnered with Say Technologies to allow both retail and institutional shareholders to submit and vote on questions prior to the earnings call [2] - The Q&A platform will open for registered shareholders on July 18, 2025, and will remain available until July 28, 2025 [3] Group 3: Conference Call Logistics - The live webcast of the earnings call will be accessible on the company's "Investor Relations" page [4] - Participants are encouraged to join the call fifteen minutes early to avoid delays [4] - A replay of the conference call will be available via webcast for twelve months following the live presentation [5] Group 4: Company Overview - Eos Energy Enterprises focuses on innovative energy storage solutions, specifically its Znyth™ aqueous zinc battery, which aims to address the limitations of lithium-ion technology [6] - The company emphasizes safety, scalability, and sustainability in its products, which are manufactured in the U.S. [6] - Eos was founded in 2008 and is headquartered in Edison, New Jersey [6]

Includes battery-grade spec anode material and a high-performance conductive additive tailored for long-duration energy storage systems supporting renewable powerOTTAWA, Ontario, July 17, 2025 (GLOBE NEWSWIRE) -- Focus Graphite Advanced Materials Inc. (TSX.V: FMS | OTCQB: FCSMF | FSE: FKC0) (“Focus” or the “Company”), a leading Canadian graphite developer advancing its 100%-owned Lac Knife and Lac Tétépisca Projects in Québec, is pleased to announce that it has successfully shipped two battery-grade samples ...

Core Insights - Largo Physical Vanadium Corp. (LPV) highlights a strategic supply agreement between Storion Energy LLC and TerraFlow Energy Operating LLC, which includes a vanadium electrolyte lease for a significant flow battery project in Bellville, Texas [1][2] - The Bellville project is set to be one of the largest flow battery deployments in the U.S., utilizing LPV's vanadium to lower upfront costs and enhance competitiveness against lithium-ion batteries [3][9] - The electrolyte lease is expected to commence in early 2027, with anticipated reductions in vanadium storage costs leading to new revenue streams for LPV [4][5] Company Overview - LPV is focused on transforming its physical vanadium holdings into revenue-generating assets, supporting the adoption of long-duration energy storage solutions [5][8] - The company aims to facilitate the development of a domestic vanadium electrolyte supply chain in the U.S., enhancing energy resilience and promoting the use of vanadium in energy storage [6][7] - LPV's unique vanadium leasing model is designed to remove barriers for large-scale energy storage deployments, positioning the company to compete effectively in the market [7][8] Project Details - The Bellville Flow Battery Project will utilize TerraFlow's large-tank flow battery design, which is engineered for safety and stability, providing multi-hour energy delivery without the risks associated with lithium-based systems [9] - The project is expected to help manage grid variability and support local infrastructure while minimizing fire hazards and maintenance requirements [9] Strategic Implications - The collaboration between LPV, Storion, and TerraFlow is anticipated to drive future deployments of vanadium flow batteries, creating additional demand for LPV's leased vanadium [5][6] - This strategic alignment is expected to generate long-term value for shareholders by facilitating the commercial-scale adoption of vanadium energy storage solutions [8]