Core Insights - Fluence Energy, Inc. reported significant growth in revenue and backlog, driven by increasing global demand for energy storage solutions [3][5][6]. Financial Performance - Revenue for the fiscal quarter ended December 31, 2025, was approximately $475.2 million, representing an increase of about 154.4% compared to the same quarter last year [5]. - The company reported a net loss of approximately $62.6 million, compared to a net loss of approximately $57.0 million for the same quarter last year [5]. - Adjusted EBITDA for the quarter was approximately $(52.1) million, compared to approximately $(49.7) million for the same quarter last year [5]. - The gross profit margin was approximately 4.9%, with an adjusted gross profit margin of 5.6% [5]. Backlog and Order Intake - The backlog as of December 31, 2025, reached approximately $5.5 billion, the highest level in the company's history, following over $750 million in order intake during the first quarter of 2026 [5][6]. - The company's pipeline has grown by approximately 30% to $30 billion since September 2025, reflecting strong demand from data centers, utilities, and industrial sectors [3]. Fiscal Year 2026 Outlook - The company reaffirmed its fiscal year 2026 guidance, expecting revenue between approximately $3.2 billion and $3.6 billion, with a midpoint of $3.4 billion fully covered by orders in backlog [6]. - Adjusted EBITDA for fiscal year 2026 is projected to be approximately $40.0 million to $60.0 million, with a midpoint of $50.0 million [6]. Key Operating Metrics - As of December 31, 2025, the company had 7.2 GW of deployed energy storage products, a 6% increase from September 2025 [31]. - The contracted backlog for energy storage products was 9.7 GW, up 7% from the previous quarter [31]. - The total pipeline for energy storage products reached 41.8 GW, reflecting a 17% increase [31].

Group 1: Investment Moves - The company increased its stakes in three dividend stocks, specifically Brookfield Renewable Partners, Hormel Foods, and Clorox, during late 2025 and early 2026 [1] - The decision to invest in Brookfield Renewable was driven by its diversification into energy storage and nuclear power, alongside its core renewable energy business [2][3] - Hormel Foods and Clorox were initially sold to offset gains but were repurchased with increased positions due to their potential for growth and restructuring efforts [4][5] Group 2: Company Performance and Dividends - Brookfield Renewable Partners operates in key clean energy segments and has significant partnerships with major companies like Microsoft and Google, contributing to its appeal [3] - Hormel Foods has a historically high dividend yield of 4.7% and is expected to return to growth with new leadership and restructuring [6] - Clorox also has a strong dividend yield of 4.5% and is pursuing growth through the acquisition of Gojo, the owner of Purell [5][6] Group 3: Market Dynamics - The consumer staples sector has been underperforming due to changing consumer preferences and economic conditions, prompting strategic selling of certain stocks [4] - The long-term investment strategy focuses on high-yield dividend stocks, suggesting a preference for stability and reliable income [7]

Industry Overview - The Zacks Mining - Silver industry is experiencing strong momentum due to rising silver prices and robust demand from industrial applications, which are expected to account for a significant share of global silver consumption [1][4] - Only 20% of silver comes from mining activities where it is the primary revenue source, while the rest is a by-product of mining other metals [3] Demand Drivers - Industrial applications, particularly in the solar energy sector, account for approximately 59% of total silver demand, with significant growth expected due to the global push for renewable energy [4] - The electrification of the automotive industry and the rise of AI are emerging as new demand drivers for silver, solidifying its role as a critical metal for future technologies [4] Price Performance - Silver prices surged by 170% in 2025, significantly outperforming gold, driven by geopolitical risks, economic uncertainty, and strong demand [4] - As of late January 2026, silver reached a record high of $121.67 per ounce, with prices up 16.4% year-to-date [4] Cost Management - Industry players are facing rising production costs, particularly in energy, which constitutes about 50% of their production costs [5] - Companies are investing in R&D and technological innovations to improve efficiency and manage costs effectively [5] Industry Ranking - The Zacks Mining - Silver industry holds a Zacks Industry Rank of 16, placing it in the top 7% of 244 Zacks industries, indicating strong prospects in the near term [6] Stock Performance - The Mining-Silver Industry has outperformed both the Basic Material sector and the Zacks S&P 500 composite over the past year, with a collective gain of 162.9% compared to 35.7% and 18% respectively [8] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 22.67X, higher than the S&P 500's 19.17X and the Basic Material sector's 16.32X [11] Company Highlights - **Fresnillo plc (FNLPF)**: Reported silver production of 48.7 million ounces in 2025, with shares gaining 85.2% in the past three months. The Zacks Consensus Estimate for fiscal 2026 earnings has increased by 16.7% [15][16] - **Buenaventura Mining (BVN)**: Initiated operations at the San Gabriel gold mine, with shares up 72.9% in the past three months. The Zacks Consensus Estimate for fiscal 2026 earnings has risen by 35.8% [20][21] - **Hecla Mining (HL)**: Produced 17 million ounces of silver in 2025, with shares increasing by 95.8% in the past three months. The Zacks Consensus Estimate for fiscal 2026 earnings indicates growth of 56.5% [22][25] - **Avino Silver Mines (ASM)**: Produced 2.6 million silver equivalent ounces in 2025, with shares gaining 152.4% in the past three months. The Zacks Consensus Estimate for fiscal 2026 earnings has moved up by 68% [27][28]

Core Insights - Equinor reported lower earnings in Q4 2025 compared to the previous year, impacted by weaker liquids prices and impairment charges, despite achieving record annual production and outlining measures to enhance cash flow and competitiveness [1] Financial Performance - Adjusted operating income for Q4 reached $6.2 billion, a decrease from the same period in 2024, while adjusted net income was $2.04 billion, translating to adjusted earnings per share of $0.81; reported net income stood at $1.31 billion, supported by higher production and stronger U.S. gas prices, which partially offset lower oil prices and impairments [2] - For the full year, Equinor generated $18.0 billion in cash flow from operations after tax, with organic capital expenditure totaling $13.1 billion in 2025; the company plans to reduce its organic capex outlook for 2026 and 2027 by $4 billion, mainly in power and low-carbon activities, while maintaining annual oil and gas investments around $10 billion [7] Production and Operations - Equinor achieved record equity production of 2.14 million barrels of oil equivalent per day for the full year, a 3.4% increase from 2024; Q4 production rose 6% year-on-year to 2.20 million boepd, driven by strong performance on the Norwegian continental shelf (NCS) and higher output from U.S. onshore gas assets [3] - On the NCS, quarterly production increased 5% year-on-year, supported by new fields such as Johan Castberg, Halten East, and Verdande, which offset unplanned maintenance at Johan Castberg; full-year NCS production rose 2% compared to 2024 [4] - International production was influenced by portfolio changes, with higher output from the U.S. and new wells in Argentina and Angola, partially offset by exits from Nigeria and Azerbaijan in 2024 and the sale of a 40% operated interest in Brazil's Peregrino field late in 2025; the start-up of the Bacalhau field offshore Brazil contributed new volumes and long-term cash flow potential [5] Renewables and Future Outlook - In power and renewables, Equinor generated 5.65 TWh in 2025, a 25% year-on-year increase, with significant growth in offshore wind output as Dogger Bank A ramped up; the company also advanced battery storage in the U.S. and hybrid wind-solar projects in Brazil, although impairment charges in renewables reflected revised assumptions for future offshore wind developments in the U.S. [6]

Saudi Arabia will invest around $2 billion to build solar power plants in Turkey, in the first stage of a broader deal between the countries on renewable-energy production https://t.co/xKdZPcRq3I ...

[music] [music] My story begins in November 2022. I was wearing my Made in Potacot uh t-shirt and I was traveling to India for a meeting. Now this this trip coincided with the World Cup, the FIFA World Cup in Qatar.uh and we had a layover at the Hamad International Airport in Doha. Now, prior to this time, I've heard so much about Qatar, right. But the things I saw at the airport left me quite baffled.They had a driverless tram that took people from one terminal to the other. They had a tropical garden in t ...

Did you know that the Arctic Ocean didn't always look like this. During my PhD and my early posttock, I went every year to the Arctic Ocean to study how the tiny algae growing in the sea ice and in the water below it were changing due to climate change. And I was thinking that maybe when the ice was going to melt, the entire Arctic will turn green because this algae would flourish.Turns out the Arctic had already done that 49 million years ago when the dinosaurs were extinct. Our planet looked very differen ...

Core Insights - Elon Musk warns that China's electricity generation is expected to triple that of the US by 2026 or 2027, driven primarily by solar power growth [1][2] - In 2025, China is projected to account for 33.2% of global electricity generation, significantly surpassing the US's 14.2% share [2] Group 1: China's Energy Sector Growth - China's electricity generation is growing rapidly, with solar power being the largest contributor to this increase [2][3] - The country has made significant investments in grid infrastructure and manufacturing, enabling it to add new capacity at an unmatched rate [2] Group 2: Implications for Global Energy Dynamics - The rapid growth in China's renewable energy sector highlights its commitment to reducing carbon emissions, which could impact global energy dynamics and climate change efforts [3][4] - Concerns are raised regarding the US's ability to compete in the renewable energy sector, particularly due to high tariff barriers for solar energy [4]

China’s solar generating capacity is expected to surpass coal for the first time this year, according to the country’s top electricity industry group, marking a milestone in the country’s long-standing effort to build a cleaner power system https://t.co/09VAJyRaK2 ...

Core Insights - Sonoco has initiated a Virtual Power Purchase Agreement (VPPA) with ENGIE North America for the Big Sampson Wind Project, which will supply over 83% of Sonoco's U.S. electricity needs [1][2]. Company Initiatives - The VPPA will provide an estimated 140 megawatts of electricity annually, covering approximately 83% of Sonoco's U.S. electricity consumption in 2025 and about 52% of Big Sampson's expected output capacity for a 15-year term [2]. - This initiative aligns with Sonoco's sustainability goals, aiming to reduce global Scope 1 and Scope 2 emissions by 25% by 2030 from a 2020 baseline, with the VPPA expected to help reduce carbon emissions by approximately 19% [3]. Project Details - The Big Sampson Wind Project consists of 60 wind turbines, each with a generating capacity of 4.5 megawatts, and is expected to create long-term tax revenues exceeding $60 million for Crockett County and local school districts over its 15-year lifespan [6][7]. - The project employed around 400 skilled construction professionals during its development phase and will maintain 10 to 15 full-time operational staff [6]. Industry Context - ENGIE North America, a leader in the net zero energy transition, has over seven gigawatts of renewable energy production in operation or under construction across the U.S. and Canada [5]. - The partnership between Sonoco and ENGIE is expected to accelerate the addition of new clean power to the U.S. grid, supporting economic growth and meeting increasing energy demand [6].