China’s Clean Tech Exports Trump U.S. Oil And Gashttps://t.co/9TE9tqFqSX https://t.co/9TE9tqFqSX ...

Core Insights - Scandium Canada Ltd. is participating in the Asia 2025 Economic Mission to promote Quebec's leadership in critical minerals and strengthen international partnerships in the sector [1][3] - The Crater Lake project is highlighted as a significant primary source of scandium, with a new mineral resource estimate confirming its exceptional potential [4] - The mission emphasizes the importance of scandium in the energy transition, particularly in manufacturing solid oxide fuel cells and lightweight alloys for the aerospace sector [3] Company Developments - Scandium Canada presented the Crater Lake project to investors in Korea and Japan, showcasing Quebec's unique potential in scandium and its role in clean technology [2] - The company plans to complete a pre-feasibility study by June 2026 to optimize the project's technical and economic parameters [5] - A new bilingual website has been launched to enhance stakeholder engagement and reflect the company's vision [6] Strategic Positioning - The mission positions Quebec as a strategic partner for Asian markets seeking sustainable solutions, highlighting the growing demand for scandium in various industries [3] - Scandium Canada aims to become a leader in the scandium market by developing aluminum-scandium alloys and focusing on sustainable materials [8]

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]