Core Insights - Worksport Ltd. is experiencing significant growth in its B2B segment, with a monthly geometric revenue growth rate of 25% and record dealer adoption [1][2][4] - The company has reported a 42% increase in regular volume orders from its dealer partners, rising from 187 to 266 in just one quarter [2] - Gross margins have improved significantly, increasing from 11% in Q4 2024 to a record 31% in July 2025, indicating effective strategic shifts towards higher-margin products [3] B2B Expansion - As of September 2025, Worksport has 600+ national dealer partners, with 266 providing regular orders, marking a substantial increase in dealer engagement [2] - The company achieved its highest B2B sales in history in August 2025, reflecting strong market demand [2] Margin Improvement - Worksport's gross margins have shown consistent improvement, climbing to 18% in Q1 2025, 26% in Q2, and reaching 31% in July 2025 [3] - This margin expansion is attributed to the company's strategic focus on higher-margin branded products [3] Product Pipeline - The upcoming HD3 Tonneau Cover is expected to enhance Worksport's presence in commercial and dealer markets, with further innovative models in development [4] - A new tonneau cover model is in late-stage development, with a market launch anticipated in Spring 2026 [4] Clean-Tech Initiatives - Worksport is on track to launch its SOLIS Solar Tonneau Cover and COR Portable Energy System in late Q4 2025, targeting the clean energy and EV support markets [5] - These products aim to create a portable nano-grid system for various applications, including campsites and emergency services [5] Growth Outlook - The company is entering a strong growth phase, driven by expanding dealer networks, compounding B2B sales, and the upcoming launch of clean-tech products [6] - CEO Steven Rossi emphasizes that this momentum positions Worksport as a promising emerging growth story on NASDAQ [6]

Energy Policy & Production - The Trump administration plans to open over 13 million acres of national public land for coal production and reduce royalty rates for mining companies [1][2] - The US government is investing $625 million to upgrade existing coal plants [4] - Increased coal production aims to support the steel and shipbuilding industries by providing metallurgical coal [5] - Coal contains critical minerals like gallium and germanium, reducing US reliance on China [6] Energy Demand & Global Competition - Electricity demand is increasing significantly [5] - China added 93 gigawatts of coal power capacity last year, highlighting global competition in energy [7] - Worldwide coal production is at a record peak, with China and India being major contributors [9] Climate & Environmental Considerations - The argument is made that shutting down US coal production would be offset by increased production in China within 12-24 months [9] - The US can produce "beautiful clean coal" and balance environmental protection with affordable energy [7][11] - Advancements in AI, powered by abundant energy, can help solve climate problems [10][13] Economic Impact & Innovation - Increased coal production is expected to lower electricity rates and create jobs [6] - AI "intelligence factories" require significant power and are crucial for competing with China [13][14]

Industry Overview - The Zacks Utility - Electric Power industry offers stable, long-term income due to its regulated framework, allowing companies to recover costs and secure predictable returns, thus reducing earnings volatility [1] - The sector is transitioning towards clean energy, with significant investments in grid upgrades and renewable integration, supported by federal incentives and climate policies, positioning utilities for sustainable long-term growth [2] Company Profiles NextEra Energy (NEE) - NextEra Energy is committed to renewable energy, investing heavily in wind, solar, battery storage, and grid modernization, making it a leader in the clean energy transition [3] - The company plans to invest approximately $74.6 billion from 2025 to 2029 to enhance infrastructure and increase clean electricity generation assets [16] - NEE's current debt-to-capital ratio is 60.48%, lower than the industry average of 60.89% [12] - NEE's dividend yield stands at 2.99%, and its long-term earnings growth per share is projected at 7.89% [8][14] Vistra Energy (VST) - Vistra operates a diversified generation mix, including natural gas, nuclear, solar, and battery storage, providing stability and supporting long-term decarbonization goals [4] - The company aims to invest $2.27 billion in 2025, with a focus on solar, battery storage, and modernized gas-fired facilities [16] - VST's debt-to-capital ratio is higher at 77.47%, indicating a more leveraged position compared to NEE [12] - VST's dividend yield is significantly lower at 0.44%, with a long-term earnings growth per share projected at 10.16% [6][14] Financial Performance - NEE's return on equity (ROE) is 12.31%, while VST's ROE is notably higher at 108.41%, outperforming the industry average of 10.35% [9] - NEE is trading at a Price/Earnings Forward 12-month ratio of 19.48X, compared to VST's 26.02X, indicating a cheaper valuation for NEE [13] Recent Performance - Over the past three months, NEE's shares have increased by 9.3%, while VST's shares have risen by 6.9%, showcasing better price performance for NEE [20] Conclusion - NextEra Energy is positioned as a more attractive investment option due to its lower debt usage, cheaper valuation, and superior price performance compared to Vistra Energy, despite both companies currently holding a Zacks Rank 3 (Hold) [23]

Core Insights - Enlight Renewable Energy's U.S. subsidiary, Clēnera Holdings, has secured two tax equity partnerships for the Roadrunner Solar and Energy Storage Project in Arizona, with financing from J.P. Morgan Chase Bank, M&T Bank, and First Citizens Bank [1][2][4] Financial Commitments - The total commitments for the project amount to $340 million at commercial operation, expected to rise to nearly $390 million with additional contributions [2] Project Overview - The $621 million Roadrunner project is set to produce test energy and aims for full operation by the end of 2025, projected to generate over $50 million in annual revenue and approximately $40 million in EBITDA [3][4] Tax Incentives and Agreements - The solar unit qualifies for Production Tax Credits, while the storage system will benefit from Investment Tax Credits, and the project is expected to qualify for a 10% Energy Community Adder [4] Strategic Importance - Roadrunner is backed by a 20-year power purchase agreement with Arizona Electric Power Cooperative, and its co-located design enhances grid reliability and flexibility, aligning with the company's U.S. growth strategy [4][5] Industry Impact - M&T Bank's Managing Director highlighted Roadrunner as a significant development for co-located solar and storage in the U.S., emphasizing its role in strengthening grid resilience [5] Global Expansion Strategy - Enlight is accelerating its global growth, recently winning a major tender for a green data center in Israel with an investment plan of up to $1.1 billion, showcasing its strategy of integrating renewable energy with infrastructure projects [6] Future Outlook - The incoming Clēnera CEO noted the rising demand for clean energy in the U.S. and the company's capability to deliver large-scale solutions, with plans to expand its portfolio supported by long-term agreements with investment-grade customers [7]

Core Insights - Shares of Lithium Americas (NYSE:LAC) surged approximately 20% on Thursday, following a nearly 90% increase on Tuesday, driven by reports of the Trump administration's interest in acquiring a stake in the company [2] - The Thacker Pass project is highlighted as one of the largest lithium reserves in North America, crucial for the U.S. transition to clean energy and reducing dependence on foreign suppliers, particularly China [3][4] Company Overview - Lithium Americas is a Canadian mining corporation focused on developing large-scale lithium projects, with the Thacker Pass Lithium Mine in Nevada as its primary asset [3] - The Thacker Pass project is expected to produce high-purity lithium carbonate and lithium hydroxide, essential for electric vehicle (EV) batteries and energy storage systems [3] Project Development - Construction at Thacker Pass is underway, with all necessary regulatory approvals obtained; Phase 1 production is projected to start in 2026, with full production aimed for 2027 [4] - The project is estimated to supply enough lithium for the production of up to 800,000 EV batteries annually, enhancing U.S. energy security [4] Competitive Advantages - Lithium Americas holds extensive lithium reserves, including an annual lithium carbonate capacity of about 60,000 tons at Thacker Pass and 40,000 tons at Cauchari-Olaroz in Argentina [5] - The company employs advanced extraction technologies, achieving lithium recovery rates of up to 85% while reducing water usage by 90% [6] Financial Backing - Strong partnerships include a $625 million investment from General Motors for the Thacker Pass project [7] - The U.S. Department of Energy has secured a $2.26 billion loan to support the development of Thacker Pass [7]

Core Insights - Cummins Inc. is focusing on clean energy through strategic partnerships and initiatives aimed at decarbonization [2][3] - The company has raised its quarterly dividend by 10%, reflecting confidence in its cash flow and marking 16 consecutive years of dividend growth [4] - Financial results for Q2 2025 showed a 2% decline in revenue year-over-year to $8.6 billion, while net income increased to $890 million, indicating mixed performance [5] Strategic Initiatives - Cummins signed a memorandum of understanding with Komatsu to co-develop hybrid powertrains for heavy mining equipment, showcasing its commitment to low-emission solutions [3] - The company operates under its Destination Zero strategy, which encompasses five segments: Engine, Components, Distribution, Power Systems, and Accelera by Cummins [2] Financial Performance - Despite a cyclical downturn in truck markets, Cummins has seen rising demand in power generation and backup systems, particularly from data centers [5] - Investor sentiment remains positive, with the stock trending upward, reinforcing its position among the best manufacturing stocks [5]

Industry Overview - The demand for clean electricity is increasing due to factors such as AI-powered data centers, urbanization, industrial growth, rising global temperatures, and the popularity of electric vehicles [1] - Nuclear power plants require less land compared to other clean energy sources and have systematic waste management [1] Nuclear Power Advantages - Nuclear power plants have a high capacity factor, providing carbon-free electricity and continuous power supply even in extreme weather [2] - Production tax credits make nuclear energy more competitive by offsetting high construction costs [2] Company Analysis: Constellation Energy Corporation (CEG) - CEG is leveraging its nuclear fleet to meet the growing demand for clean energy, with a capacity factor of 94.8% in Q2 2025 [4] - The company generates 10% of the nation's carbon-free energy, with a total capacity of over 32,400 MW, powering more than 16 million homes and businesses [5] Company Analysis: Ameren Corporation (AEE) - AEE focuses on cleaner energy sources, with its Callaway Energy Center producing 24% of its electricity, sufficient for approximately 780,000 households [6] - The company plans to add 1,500 MW of nuclear generation by 2040 and is investing in advanced energy technologies [7] Financial Performance and Estimates - The Zacks Consensus Estimate for CEG's EPS has declined by 0.84% for 2025 but increased by 0.51% for 2026 [8] - AEE's EPS estimate has increased by 0.20% for 2025, indicating stronger growth potential [10] Capital Expenditures - CEG expects capital expenditures of nearly $3 billion and $3.5 billion for 2025 and 2026, respectively, with 35% allocated to nuclear fuel acquisition [11] - AEE plans to spend up to $26.3 billion from 2025 to 2029, with a projected pipeline of over $63 billion in regulated infrastructure investments from 2025 to 2034 [12] Return on Equity (ROE) and Dividend Yield - CEG's current ROE is 21.61%, significantly higher than AEE's 10.38% [14] - AEE offers a dividend yield of 2.82%, compared to CEG's 0.48% [15] Price Performance - Over the past three months, CEG shares have risen by 1.9%, while AEE shares have increased by 5.7% [16] Investment Recommendation - AEE is currently favored due to better price performance, earnings growth for 2025, and higher dividend yield, despite both companies having a Zacks Rank 3 (Hold) [18]

Core Points - Founder Group Limited (FGL) has signed a Heads of Agreement with Planet QEOS Sdn. Bhd. for a large-scale renewable energy facility in Sarawak, Malaysia, valued at up to RM1.16 billion (USD276 million) [1] - The project includes a 310 MWp solar photovoltaic power plant and a 620 MWh Battery Energy Storage System (BESS), making it one of the largest clean energy developments in the region [2] - This facility will be Malaysia's first "firm" solar power plant, providing continuous renewable electricity comparable to conventional energy sources [3] Economic and Digital Transformation - The development of a 200 MW Tier-4 Green Data Centre Park on 350 acres in Baram is part of the initiative, expected to generate over RM1 billion in foreign direct investment [4][5] - The project supports Sarawak's vision to become the "Battery of Asean" and aims for a generation capacity of 10 GW by 2030 [6] Management Commentary - The CEO of FGL emphasized the company's commitment to large-scale infrastructure investments that focus on sustainable returns and significant economic impact [7] Company Overview - Founder Group Limited specializes in end-to-end EPCC solutions for solar PV facilities in Malaysia, focusing on large-scale solar projects and commercial and industrial solar projects [8]

NEW YORK, Sept. 26, 2025 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced Capstone Green Energy Holdings, Inc. (OTCQX: CGEH), a leader in clean technology, has qualified to trade on the OTCQX® Best Market. Capstone Green Energy Holdings, Inc. upgraded to OTCQX from the OTCID™ Basic Market. Capstone Green Energy Holdings, Inc. begins trading today on OTCQX under the symbol “CGEH.” U.S. investors can f ...

The purchase underscores investor appetite for clean energy remains despite a shift in America’s political environment https://t.co/FBl5nk8RP5 ...