Core Insights - The competition for the energy export market is intensifying between the US and China, with China currently leading in clean energy technology exports [1] Group 1: Clean Technology Exports - China's exports of electric vehicles, solar panels, batteries, and other carbon-cutting technologies reached a record $20 billion in August, according to Ember [2] - In the first seven months of the year, China exported $120 billion in green technology, significantly outpacing the US's $80 billion in oil and gas exports [3] - Despite falling technology prices, China's clean technology exports continue to grow, with a record 46,000 megawatts of solar power capacity shipped abroad in August [4] Group 2: Market Dynamics - More than half of China's electric car exports this year have been to emerging markets outside the OECD [5] - The US has focused on increasing fossil fuel production and exports under both the Trump and Biden administrations, but China's clean technology exports have surpassed US fossil fuel exports [6] - China is not only a major exporter but also a significant importer of oil and gas, indicating a strong domestic demand for energy [7]

China’s struggling clean-tech giants will be reliant on market forces — not policy mandates — for growth over the next decade after President Xi Jinping announced targets for renewables and electric vehicles https://t.co/pA4yNUklYM ...

Core Insights - Planet Based Foods Global Inc. (PBFG) has received strong support from its majority shareholder, Coenda Investments, regarding its new leadership direction and strategic focus [2][3] - The company has announced an exclusive distribution partnership with Enerama Çevre Teknolojileri A.Ş. for North and South America, which is expected to drive growth and long-term value creation [2][3] - PBFG's refined strategy focuses on scaling Agri-Tech distribution and advancing food security solutions, aiming to create sustainable revenue streams and address global food demand [4] Company Overview - PBFG is a women-led public company dedicated to enhancing global food security through sustainable innovation, reflecting a commitment to responsible growth and shareholder value [5] - The company is reimagining the future of food with a diverse portfolio of sustainable ingredients and advancements in agricultural technology, emphasizing environmental stewardship and product excellence [6] Strategic Focus - The partnership with Enerama is intended to leverage clean technology solutions for climate-controlled agriculture, establishing commercial channels with recurring revenue potential [3][4] - PBFG aims to develop scalable food systems that meet rising global demand, creating diversified revenue opportunities across commercial and institutional supply chains [4]

China leads in seemingly every category of clean tech. Read about what they learned during a road trip in China on today's Green Daily https://t.co/f8tJN1IjF6 ...

Core Points - EnviroGold Global Limited announced the passing of Mr. Harold Wolkin, a key member of its Board of Directors and Chair of the Audit Committee [1][2] - Mr. Wolkin joined the Board in 2019 and significantly contributed to the company's governance and financial oversight during a critical growth period [2] - The Board has appointed Allan Bezanson as Interim Chair of the Audit Committee, ensuring compliance with all legal and stock exchange requirements [3] Company Overview - EnviroGold Global is a clean technology company focused on reprocessing mine waste to recover valuable metals, aiming to reduce environmental liabilities [4] - The company operates on a technology license fee model with low capital expenditure requirements, positioning itself as a leading global technology firm [4] - EnviroGold is committed to enhancing shareholder value and providing recurring dividends through its innovative technology [4]

Core Viewpoint - Enertopia Corporation has successfully launched its oxyhydrogen mobile lab, which is currently in the testing phase, aimed at demonstrating its oxyhydrogen technology to potential users and vendors [1][2]. Group 1: Mobile Lab Operations - The mobile lab is operational and allows for real-time demonstrations of the oxyhydrogen technology [2]. - A video showcasing the mobile lab's functionality, including the chamber for creating oxy-hydrogen and the recycling of unused water, is available for interested parties [3][4]. - The mobile unit is designed to complete a fully automated oxyhydrogen production and replacement system, which can be utilized for various appliances [3]. Group 2: Future Developments - The company plans to provide BTU and flow rate tests once data results from the new lab are available [5]. - Enertopia is focused on developing a full stack of patented clean technology innovations while aiming to grow the company with minimal equity dilution [5]. Group 3: Company Overview - Enertopia Corp. positions itself as an Energy Solutions Company, leveraging its intellectual property patents in green technologies to enhance shareholder value [6].

Financial Data and Key Metrics Changes - Consolidated earnings for 2025 were $1.15 per diluted share, down from $1.20 in 2024, with year-to-date results at $1.25 per diluted share, reflecting a nearly 7% increase over 2024 [5][7] - Consolidated earnings for the second quarter of 2025 were $0.17 per diluted share, compared to $0.29 in the same period of 2024 [5][6] - Valuation losses of $0.12 per diluted share in the second quarter materially impacted consolidated earnings [13][14] Business Line Data and Key Metrics Changes - Avista Utilities' year-to-date results showed strong performance, underpinned by diligent cost management and constructive regulatory outcomes [7][8] - Capital expenditures at Avista Utilities were $236 million in 2025, with expectations of overall capital expenditures of $525 million for the year [17] - From 2025 through 2029, capital expenditures are expected to reach nearly $3 billion, resulting in an annual growth of 56% [18] Market Data and Key Metrics Changes - The clean energy sector faced headwinds due to shifts in market sentiment and public policy, negatively impacting valuations within the company's investment portfolio [6][8][14] - The company received over 80 bids in its RFP process, indicating a broad range of resource options including wind, solar, battery storage, and natural gas [9][10] Company Strategy and Development Direction - The company is focused on serving customers and communities while ensuring reliable energy provision, with an RFP issued to meet identified needs by 2029 [9][10] - The company is optimistic about future opportunities, particularly in discussions with potential large load customers, with over 3,000 megawatts of requests in the pipeline [11][12] - The company plans to continuously invest in utility infrastructure to support customer growth and maintain system reliability [17] Management's Comments on Operating Environment and Future Outlook - Management affirmed consolidated earnings guidance for 2025, expecting a range of $2.52 to $2.72 per diluted share, with Avista Utilities contributing toward the upper end of $2.43 to $2.61 per diluted share [19][20] - The company anticipates that clarity in public policy will moderate valuation volatility in clean technology investments [14][15] - Management expressed confidence in achieving an expected return on equity of 8.8% at Avista Utilities, while acknowledging potential for additional growth [21][35] Other Important Information - The company has available liquidity of $106 million under its committed line of credit and $42 million under its letter of credit facility as of June 30 [18] - S&P removed the negative watch from the company's credit rating, indicating strength in its balance sheet and business plans [19] Q&A Session Summary Question: Characterization of the 3,000 megawatts of large load in discussions - Management indicated that the 3,000 megawatts in the pipeline includes a variety of load types, not limited to data centers or high-tech manufacturing, and that the RFP responses will help inform these discussions [27][28] Question: Comfort with the high end of the RFP of 400 megawatts - Management expressed confidence in having sufficient opportunities to support conversations with potential customers based on the 80 bids received [29] Question: Outlook on exit or monetization opportunities for non-regulated businesses - Management is analyzing future strategies for non-regulated businesses and is considering moderating budgets while assessing the clean energy landscape [30][31] Question: Potential upside to close the regulatory gap for ROE - Management stated that while the 8.8% ROE is achievable, they are focused on ensuring that the number is realistic and based on current opportunities for growth [35]

Group 1 - The largest insurance companies in the USA were established nearly a century ago, indicating the industry's long-standing presence and significance [1] - The insurance industry generates trillions of dollars in annual premiums in the USA, highlighting its scale and economic impact [1] - The focus is on identifying and investing in small to mid-cap growth companies in the Canadian and U.S. markets, particularly those in the "new economy" sectors such as software, AI, clean technology, and renewable energy [1] Group 2 - The investment strategy emphasizes long-term investments in high-quality companies that are profitable and cash-generating, especially those in early growth stages [1] - The analyst has over 8 years of active investing experience, primarily in the technology sector, and holds a CFA Charter [1] - The goal is to share top investment ideas through in-depth analyses, focusing on stocks that are undervalued or mispriced relative to their growth potential [1]

Core Insights - Hybrid Power Solutions Inc. has entered into a new distributor agreement with Alamo Auto Supply, enhancing its distribution network and access to portable power solutions for fleet operators and utility companies [1][4] - Alamo Auto Supply has placed an initial order for two Batt Pack Energy units for a major utility client, indicating a promising start to the collaboration [2] - The partnership allows Alamo Auto Supply to offer Hybrid's emission-free energy solutions, promoting the adoption of clean technology in critical sectors [4] Company Overview - Hybrid Power Solutions Inc. is a Canadian clean energy innovator focused on developing portable power systems that eliminate the need for fossil fuels in off-grid applications [7] - Alamo Auto Supply, established in 1955, is a leading distributor of automotive accessories and fleet solutions, recognized for its quality and service [3][7] Partnership Details - The agreement with Alamo Auto Supply is expected to introduce Hybrid's products to a diverse customer base, including municipalities and commercial fleets [2][4] - The partnership was facilitated by a dedicated manufacturer's representative, who has been instrumental in generating sales opportunities for Hybrid [5] Stock Options - In recognition of the manufacturer's representative's efforts, Hybrid Power Solutions is granting 500,000 stock options priced at 0.065 per share, pending CSE approval [6]

So I'd like just to begin there in terms of what you have unveiled here, do you think that this gives now the European Union a real chance to compete with some of these very sort of heavily government backed industries in China, for example, and in the United States with the Inflation Reduction Act. Hello. Good morning.So it's not against anyone, but it is just to assure that it is not that we are reliable, predictable and stable continent. It is that we are an attractive continent and that we, the Member S ...