transition grace economic powerhouse in other words I put in a context how Nigeria's energy transition fit in indeed a new paradigm called the green economy I would like to ask this audience one pertinent and all important question. How many of you belong to the network of climate deniers as like President Donald Trump or the United States. Are many of you.No. Put your hands together for yourselves. Put your hands together.That means climate change is not falacious. Climate change is real. It has become a m ...

[music] [music] transition [music] grace economic powerhouse in other words I put in a context how Nigeria's energy transition fit in indeed a new paradigm called the green economy I would like to ask this audience one pertinent and all important question. How many of you belong to the network of climate deniers as like President Donald Trump or the United States. Are many of you.No. Put your hands together for yourselves. Put your hands together.That means climate change is not falacious. Climate change is ...

Core Insights - A significant growth driver for Rolls-Royce is its nuclear energy segment, which is benefiting from increasing demand for AI data centers and supportive policies [1] - The previous article on Rolls-Royce highlighted an 11% price dip, suggesting a potential buying opportunity [2] Company Overview - Rolls-Royce is positioned in the aviation industry and is exploring opportunities in the green economy, particularly through its nuclear energy segment [1][2] - The company is part of a broader investment theme focused on green growth, which is gaining traction among investors [2] Market Context - The nuclear energy sector is expected to see substantial growth due to favorable market conditions and technological advancements, particularly in AI [1] - The investment group "Green Growth Giants" is dedicated to identifying stocks within this high-growth sector, indicating a strategic focus on sustainable investments [1]

Group 1 - Alibaba has formed a joint venture with China National Nuclear Power to secure power supply for AI data centers, aligning with trends among major tech firms like Alphabet, Meta, and Amazon partnering with nuclear energy companies [1] - This collaboration is expected to provide a significant boost to nuclear energy stocks, indicating a growing interest in the sector from large technology companies [1] Group 2 - The Federal Reserve's recent decision to keep interest rates unchanged aligns with market expectations, reflecting a stable outlook for the economy [2] - The macroeconomic analysis suggests that the current environment may present generational investment opportunities, particularly in the green economy sector [2]

Core Viewpoint - ILC Critical Minerals Ltd. has extended its option to acquire 100% of Lepidico (Mauritius) Ltd. until February 27, 2026, amid ongoing legal complexities and the need for regulatory approvals [1][3]. Company Developments - The company has agreed to provide additional working capital payments of CAD$145,000 to Lepidico in exchange for the option extension, which will be added to the secured loan if the option is not exercised [3]. - ILC's exploration activities are focused on lithium, rubidium, and copper in Canada and Southern Africa, with significant projects at various stages of development [4][7]. Market Context - There is a growing demand for critical minerals like lithium and rubidium, driven by the transition to electric vehicles and renewable energy sources, positioning ILC strategically within this market [5][12]. - The company aims to capitalize on the increasing demand for high-tech rechargeable batteries, which are essential for a sustainable economy [12]. Project Highlights - The Raleigh Lake Project in Ontario is ILC's most significant asset, covering 32,900 hectares, with a Preliminary Economic Assessment indicating a post-tax NPV of CAD$342.9 million and an IRR of 44.3% based on a spodumene price of US$2,350 per tonne [10]. - The Karibib project in Namibia is also a priority, containing lithium, rubidium, and cesium, and is part of ILC's strategic focus for future development [4][10]. Strategic Goals - The company aims to optimize the value of its existing projects while exploring new opportunities, particularly in Southern Africa, and plans to make further announcements regarding portfolio developments [6][7].

Core Insights - Michel Thomas is a key figure in Miami's climate action and media landscape, serving as the CEO of The ECO Channel and the creator of Earth Week Miami [1] Company Overview - The ECO Channel is positioned as a global platform promoting the green economy, indicating a strategic focus on sustainability and environmental awareness [1] Event Significance - Earth Week Miami is not just an event but a significant initiative aimed at amplifying the message of climate action on a global scale, showcasing the importance of media in environmental advocacy [1]

Core Insights - ThredUp has prevented approximately 1.1 billion lbs of carbon dioxide emissions by promoting second-hand fashion, contributing to environmental sustainability [1] - The company experienced a significant stock price increase of around 360% in 2025, following strong revenue growth, marking a recovery after a decline of over 38% the previous year [2] Company Performance - ThredUp's robust revenue growth has led to a remarkable stock price recovery, indicating strong market performance and investor confidence [2] - The company's focus on thrifted fashion aligns with the growing trend towards sustainable consumer practices, positioning it well within the green economy [1][2] Industry Context - The green economy is gaining traction, with investment groups like Green Growth Giants focusing on sustainable solutions and opportunities within this sector [1][2]

Group 1 - The core viewpoint of the analysis highlights that while NIO, a Chinese EV manufacturer, experienced a 17% price increase in 2025, this performance should be evaluated within the broader context of the electric vehicle sector [1] - The green economy has shown significant growth, with a compound annual growth rate (CAGR) of approximately 14% over the past decade, indicating a generational investment opportunity [1] Group 2 - The analysis is part of a service called Green Growth Giants, which focuses on developments in the nuclear energy sector and provides regular updates to subscribers [1]

Group 1 - In 2025, the sales volume of products related to the trade-in program is expected to exceed 2.6 trillion yuan, benefiting over 360 million people [1] - The trade-in program will include over 11.5 million cars, 129 million home appliances, 9.1 million digital products, 120 million home renovation items, and 12.5 million electric bicycles [1] - From January to November, the total retail sales of consumer goods grew by 4.0% year-on-year, with the trade-in program contributing over 1 percentage point to this growth [1] Group 2 - Since the full implementation of the policy in September 2024, over 480 million direct subsidies have been issued to consumers, leading to the introduction of many green, low-carbon, and smart products into daily life [2] - For every two new household cars sold in 2025, one will benefit from the trade-in subsidy, and the number of old electric bicycles replaced will exceed nine times that of 2024 [2] - The concentration of trade-in home appliance stores in certain commercial areas has led to a more than 30% increase in consumer spending within a 1-kilometer radius [2]

Group 1 - The world is focusing on reducing carbon emissions, creating significant opportunities in the green sector [1] - Green Growth Giants offers a model portfolio and actionable research to capitalize on the generational change in the green economy [1][2] - The S&P 500 experienced an 18% increase, which is particularly notable for 2025 after a challenging first quarter [2] Group 2 - Manika, a macroeconomist with over 20 years of experience, leads the investing group Green Growth Giants, which explores opportunities in the green economy [2]