Plenitude, the renewables and retail energy subsidiary of Eni (ENI), has moved to significantly strengthen its position in France by signing a deal to acquire a 760-MW portfolio of operating renewable assets from Neoen. The package includes 37 solar plants, 14 wind farms, and one battery storage facility spread across the country, collectively producing around 1.1 TWh of electricity per year. The acquisition—still subject to regulatory approval—ranks among the largest renewable M&A transactions in the Fre ...

“We’re here to talk about really substantive changes, and we want you to be a participant in that,” said Desirée Plata, the School of Engineering Distinguished Professor of Climate and Energy in MIT’s Department of Civil and Environmental Engineering, at Energizing@MIT: the MIT Energy Initiative’s (MITEI) Annual Research Conference that was held on Sept. 9-10.Plata’s words resonated with the 150-plus participants from academia, industry, and government meeting in Cambridge for the conference, whose theme wa ...

Danaos (NYSE:DAC) Q3 2025 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsEvangelos Chatzis - CFOJohn Coustas - CEOConference Call ParticipantsClement Mullins - AnalystOmar Nokta - AnalystOperatorGood day, and welcome to the Danaos Corporation conference call to discuss the financial results for the three months ended September 30, 2025. As a reminder, today's call is being recorded. Hosting the call today is Dr. John Coustas, Chief Executive Officer of Danaos Corporation, and Dr. Evangelos ...

Danaos (NYSE:DAC) Q3 2025 Earnings Call November 18, 2025 09:00 AM ET Speaker2Good day, and welcome to the Danaos Corporation conference call to discuss the financial results for the three months ended September 30, 2025. As a reminder, today's call is being recorded. Hosting the call today is Dr. John Coustas, Chief Executive Officer of Danaos Corporation, and Dr. Evangelos Chatzis, Chief Financial Officer of Danaos Corporation. Dr. Coustas and Mr. Chatzis will be making some introductory comments, and the ...

Technip Energies N.V. (PARIS: TE) (the “Company”) announces the completion of its share buy-back program, which launch was announced in a press release dated May 12, 2025. Between June 30, 2025, and November 13, 2025, the Company acquired 1,265,324 of its own shares (representing 0.71% of the share capital), at an average price per share of 35.56 euros. As announced in the press release dated May 12, 2025, the shares acquired under the share buy-back program will be used to meet the Company's obligations u ...

Technip Energies N.V. (PARIS: TE) (the “Company”) announces the completion of its share buy-back program, which launch was announced in a press release dated May 12, 2025. Between June 30, 2025, and November 13, 2025, the Company acquired 1,265,324 of its own shares (representing 0.71% of the share capital), at an average price per share of 35.56 euros. As announced in the press release dated May 12, 2025, the shares acquired under the share buy-back program will be used to meet the Company's obligations u ...

Core Insights - The oil price remains strong, driving exploration and production activities, which boosts demand for drilling and production equipment [1][4] - Companies in the Zacks Oil and Gas - Mechanical and Equipment industry are experiencing rising backlogs, indicating a positive outlook [5][7] Industry Overview - The Zacks Oil and Gas - Mechanical and Equipment industry includes companies that provide essential oilfield equipment such as production machinery, pumps, and valves to exploration and production firms [3] - The industry's performance is closely linked to the spending of upstream energy companies, which rely on these equipment providers for extracting crude oil and natural gas [3] Future Outlook - The U.S. Energy Information Administration (EIA) projects that the average spot price of West Texas Intermediate (WTI) crude will be $65.15 per barrel in 2025, supporting strong demand for industry equipment [4] - Companies are implementing decarbonization initiatives to reduce Scope 1 and 2 emissions, aligning with global sustainability goals and enhancing their attractiveness to environmentally conscious investors [6] Backlogs and Financial Health - The industry is characterized by significant backlogs, indicating a strong demand for equipment and the ability to secure high-value projects [5] - Key players like NOV Inc. (NOV), Oil States International Inc. (OIS), and Natural Gas Services Group, Inc. (NGS) have strong balance sheets and minimal debt, providing resilience against market volatility [2][16][19][21] Performance Metrics - The Zacks Oil and Gas - Mechanical and Equipment industry has outperformed the broader Zacks Oil - Energy sector, with a 13.5% increase over the past year compared to the sector's 5.8% [9][10] - The industry currently trades at an EV/EBITDA ratio of 7.32X, lower than the S&P 500's 18.31X but higher than the sector's 5.47X [14] Stock Recommendations - NOV has a backlog of $4.56 billion, indicating strong future cash flow generation and a focus on cost reduction [16] - OIS is focusing on profitable offshore and international projects, supported by an increasing backlog and a strong balance sheet [19] - NGS benefits from the rising demand for compression equipment as the U.S. exports more liquefied natural gas (LNG) [21]

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” third-quarter 2025 investor letter. The letter highlighted the market review, quarterly performance, and attribution analysis. A copy of the letter can be downloaded here. In the quarter, the US equity market rallied, with the S&P 500 Index reaching 8.12%. Bonds also finished higher in the period, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03%. The composite has returned 7.22% gross of fees (7.10% net ...

Core Insights - Haffner Energy has introduced the H6 generation of HYNOCA® and SYNOCA® technologies, which significantly enhances the competitiveness of green hydrogen and syngas for small-scale applications [1][4][9] Cost Reduction and Economic Viability - The cost of producing green hydrogen from a 5 MW unit using HYNOCA® H6 has decreased to €2.34/kg, down from €3.57/kg in the previous generation, making it substantially cheaper than electrolyzers, which are priced at approximately €7.81/kg [2][10] - SYNOCA® H6 technology has achieved a threefold reduction in capital expenditure (CAPEX) per thermal kilowatt produced, dropping from €1,800 to about €500, allowing syngas to be more cost-effective than conventional biomass boilers and biogas from methanation [3][12][15] Market Potential and Strategic Impact - The global market for small biomass boilers (under 10 MW) is valued at around €11 billion annually and is projected to reach nearly €30 billion by 2034, indicating significant growth potential for Haffner Energy's technologies [7] - The advancements in H6 generation are expected to lead to strong order intake and a substantial increase in revenue, aligning with market demands for local, competitive, and sustainable energy production [8][25] Technological Advancements - The H6 generation incorporates three major advancements: accelerated thermolysis kinetics, mechanical simplification for reduced manufacturing and maintenance costs, and enhanced thermochemical expertise supported by new patents [20][21] - These improvements enable renewable hydrogen and syngas production that is competitive, local, and sustainable, making projects more bankable and profitable [22] Decarbonization and Sustainability - Haffner Energy's H6 generation eliminates the tradeoff between economic performance and energy transition, making renewable gas cost-competitive with fossil fuels while maintaining high efficiency and a near-zero carbon footprint [23][24] - The introduction of H6 technology is expected to unlock a new generation of regional and industrial projects that are smaller, faster, and more profitable, contributing to real-world decarbonization efforts [4][24]

16 November 2025 | 6:21PM EST Commodities Research ENERGY TOMORROW China Could Be a Sink For The Upcoming Global LNG Oversupply. Will It? Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Frederik Witzemann +44(20)7051-4297 | frederik.witzemann@gs.com Goldman Sachs International Laura Cyr +1(212)934-1001 | laura.x.cyr@gs.com Goldman Sachs & Co. LLC Hongcen Wei +1(212)934-4691 | hongcen.wei@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor ...