Clean Energy
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X @The Economist
The Economist· 2025-11-06 18:10
Even if climate change is not your priority, you should be excited at the prospect of cheap, abundant clean energy and its promise to improve billions of lives https://t.co/SFP1B7BNTy ...
Clean Energy ETF (FRNW) Hits New 52-Week High
ZACKS· 2025-11-06 18:05
Group 1 - The Fidelity Clean Energy ETF (FRNW) has reached a 52-week high and is up 97.33% from its 52-week low price of $11.25 per share [1] - The underlying index of FRNW includes companies involved in the production and distribution of renewable energy technologies, such as solar and wind [1] - The fund charges an annual fee of 40 basis points [1] Group 2 - There is a growing focus on alternative energy sources and a decrease in reliance on fossil fuels, leading to increased investment in clean energy [2] - The rise in AI adoption and global power demands are expected to provide long-term support for clean energy funds [2] - The decline in renewable energy costs contributes to a favorable long-term outlook for clean energy investments [2] Group 3 - FRNW is projected to maintain strong performance in the near term, indicated by a positive weighted alpha of 71.05 [3]
S&P 500 Nuclear Giant Vistra Sees 21% Revenue Decline, Narrows 2025 Views
Investors· 2025-11-06 12:48
Group 1 - Vistra reported a 21% decline in Q3 revenue to $4.97 billion and a 65% drop in net income to $652 million compared to the previous year [1] - The company narrowed its 2025 guidance following the disappointing earnings report [1] - Despite the negative earnings report, Vistra shares saw a slight increase before the stock market opened [1] Group 2 - Cameco, a top uranium refiner, also reported third-quarter earnings and revenue that fell below analyst expectations [2] - The company is positioned at the forefront of the global nuclear resurgence, indicating potential long-term growth despite current earnings misses [2]
First Tellurium Subsidiary PyroDelta Delivers Thermoelectric-enhanced Combustion Engine to U.S. Airboat Manufacturer
Thenewswire· 2025-11-06 12:30
The initial sale opens a large and growing market for the modules.Vancouver, BC, Canada, November 6, 2025 – TheNewswire - First Tellurium Corp. (CSE: FTEL, OTC: FSTTF) reports that the Company’s subsidiary PyroDelta Energy Inc has entered a large new market for its thermoelectric modules designed originally to extend the range of high payload drones powered by combustion engines. “We have made an initial sale to a Florida-based airboat manufacturer,” said PyroDelta Head Engineer Michael Abdelmaseh. “This ...
X @Bloomberg
Bloomberg· 2025-11-06 10:40
Stocks linked to climate change are beating the broader market despite White House hostility toward clean energy, @markgongloff says (via @opinion) https://t.co/rIHz6R2omm ...
X @The Economist
The Economist· 2025-11-06 03:40
China is changing the clean-energy game. If its solar panels, EVs and wind turbines are not gifts to the world in themselves, their ever-shrinking prices are an undoubted, and most welcome, boon https://t.co/8Wsm8ymSBj ...
Terra Innovatum Launches Early Industrial Production Activities for SOLO Micro-Modular Reactor with Strategic Manufacturing Partner ATB Riva Calzoni
Globenewswire· 2025-11-05 14:27
Core Insights - Terra Innovatum Global N.V. has signed an agreement with ATB Riva Calzoni to initiate early industrial production of the SOLO™ reactor in Italy, marking a significant milestone in the company's manufacturing strategy [1][4] Company Overview - Terra Innovatum focuses on developing micro-modular nuclear reactors, aiming to provide scalable, affordable, and deployable nuclear power solutions [6][7] - The SOLO™ reactor is designed to address global energy shortages and is engineered to be market-ready, with a proven licensing path that minimizes supply chain risks [8] Manufacturing and Production Strategy - The agreement with ATB Riva Calzoni will establish dedicated assembly lines for the SOLO reactor, utilizing standardized processes to enhance production efficiency and cost-effectiveness [3][4] - The collaboration aims to validate manufacturing parameters, streamline assembly processes, and design logistics for efficient material handling and reactor delivery [5] Market Potential and Applications - SOLO™ is expected to be available globally within the next three years and can provide CO2-free power solutions for various applications, including data centers, remote mini-grids, and industrial operations in sectors like cement and steel manufacturing [9] - The modular design of SOLO™ allows for scalability, with the potential to deliver up to 1GW or more of clean energy, making it a viable alternative to fossil fuel-based power generation [9]
X @Bloomberg
Bloomberg· 2025-11-04 17:35
RT Bloomberg New Economy (@BBGNewEconomy)From hydrogen to solar, clean energy isn’t just about emissions — it’s about independence, security & growth. With or without the Paris Agreement, the shift to renewables is here to stay.Join the conversation at the #BloombergNewEconomy Forum, Nov 19–21 in Singapore.https://t.co/uA6KMlzjaM ...
NuScale Power Pre-Q3 Earnings Analysis: Hold or Fold the Stock?
ZACKS· 2025-11-04 15:21
Core Insights - NuScale Power is set to release its third-quarter 2025 results on November 6, with a consensus revenue estimate of $11.10 million, reflecting a significant increase of 2,260.6% from $0.47 million in the same quarter last year [1] - The consensus estimate for the bottom line indicates a loss per share of 11 cents, which shows improvement from a loss of 18 cents per share in the previous year [2] Financial Performance - The current consensus estimates for the upcoming quarters show a consistent loss per share of 11 cents for Q3 2025 and 12 cents for Q4 2025, with the full year loss estimated at 50 cents [3] - In the last reported results for Q2, NuScale Power reported a loss per share of 13 cents, which was wider than the consensus estimate of 12 cents [3] Market Position and Demand - NuScale Power is recognized as a global leader in small modular reactor (SMR) technology, with a focus on expanding its portfolio and being the only SMR technology approved by the U.S. Nuclear Regulatory Commission [6] - The anticipated results for Q3 2025 are expected to benefit from increased demand for clean energy and power, particularly driven by AI data centers and the global shift towards clean energy solutions [7] Strategic Partnerships - The company has made significant progress in developing its SMR technology with partners like Doosan Enerbility and ENTRA1 Energy, enhancing its market position and supply chain readiness [8] - The collaboration with ENTRA1 Energy allows NuScale to provide power modules for energy production plants, which helps mitigate risks and ensures scalable deployment of clean energy solutions [9][10] Stock Performance and Valuation - Year-to-date, NuScale Power shares have increased by 124.9%, although this is below the Zacks Electronics - Power Generation industry's growth of 137% [11] - The stock is currently trading at a forward 12-month price-to-sales (P/S) ratio of 89.34X, significantly higher than the industry average of 30.7X, indicating a stretched valuation [15][19] Competitive Landscape - NuScale Power faces increasing competition from companies like GE Vernova, BWX Technologies, and Oklo, which could impact its market share [21][22] - Despite advancements in SMR technology, the competitive energy market, including the rise of renewable energy sources, poses challenges for NuScale Power [24]
X @Forbes
Forbes· 2025-11-04 14:42
Can clean energy keep pace with the digital revolution?Masdar’s solar-plus-battery project in Abu Dhabi has broken ground just as artificial intelligence begins to reshape global energy demand. It’s the world’s first gigawatt-scale renewable project that will operate 24/7. https://t.co/t4YmzZhBU6 ...