Ac t i o n | 09 Nov 2025 10:36:01 ET │ 18 pages Sieyuan Electric (002028.SZ) Positive Takeaways from Shanghai Headquarters Visit CITI'S TAKE We visited Sieyuan's headquarters in Shanghai, China last week with positive takeaways including (i) revenue in 2025E to exceed annual target; (ii) strong new order flow in 9M25 in particular from Asia, Africa and Latin America; (iii) sustainable margin in 2026E; and (iv) ample production capacity to cater for rising demand. We see the stock as a prime beneficiary of g ...

The way in which China exploits its advantages makes the prospect of relying on it for anything valuable a frightening one. But the benefits for the world of its renewable-energy boom could be huge https://t.co/UjhSWYmxC2 ...

Core Insights - TotalEnergies has signed a 15-year power purchase agreement with Google to supply 1.5 terawatt-hours of certified renewable electricity [1] Group 1: Company Developments - The agreement signifies TotalEnergies' commitment to renewable energy and its strategic partnership with a major tech company [1] - The renewable electricity will be sourced from TotalEnergies' Montpelier site, highlighting the company's investment in sustainable energy infrastructure [1] Group 2: Industry Implications - This deal reflects the growing trend of tech companies seeking long-term renewable energy contracts to meet sustainability goals [1] - The partnership may influence other companies in the tech sector to pursue similar agreements, potentially accelerating the transition to renewable energy sources [1]

SSE plans to raise about £2 billion by issuing new shares as the UK utility seeks to fund its spending on grids and renewable energy capacity https://t.co/izgV90wZIn ...

The prospects for the Zacks Mining - Silver industry look promising, supported by the strong rally in silver prices. Global industrial demand for silver is expected to account for a major part of the total demand, which is projected at around 1.15 billion ounces. With supply expected to be lower, the silver market is likely headed for a fifth consecutive year of deficit, which will further bolster prices. Moreover, the recent inclusion of silver in the list of critical minerals underscores its growing strat ...

Amaroq’s recent re-assay results from bulk samples at the Black Angel mine have confirmed the presence of high-grade zinc, lead and silver mineralisation, along with newly identified high-grade critical minerals such as germanium, gallium and cadmium. The confirmation of these critical minerals at the Black Angel mine supports the Canada-based company's plan to establish a long-term mining presence in Greenland. Re-assay results from bulk sample material within the Black Angel deposit indicate average gr ...

Last year, I issued a series of research on AMD highlighting how skeptical markets were on the hard pivot that Advanced Micro Devices ( AMD ) was making towards the AI accelerator business.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, ...

Core Insights - The article discusses the skepticism in the market regarding Advanced Micro Devices (AMD) and its strategic shift towards the AI accelerator business [1] Group 1: Company Overview - AMD is making a significant pivot towards the AI accelerator market, which has raised concerns among investors about the company's future performance [1] Group 2: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis with a focus on technology sectors such as semiconductors, artificial intelligence, and cloud software [2] - Uttam has prior experience in Silicon Valley, having led teams at major technology firms like Apple and Google [2]

Key TakeawaysGoogle (GOOGL) is set to make its largest-ever investment in Germany, committing a mid-single-digit euro billion amount to expand data centers and cloud infrastructure, with a strong focus on renewable energy integration.German investor morale, as measured by the ZEW Economic Sentiment Index, unexpectedly fell to 38.5 in November, signaling a decline in confidence in the nation's economic policy despite a new investment program.In contrast to Germany, Eurozone ZEW survey expectations for Novemb ...

Core Insights - Statkraft inaugurated new solar farms and batteries at COP30 in Belém, Brazil, emphasizing the importance of renewable energy in combating climate change [1][2] - The projects are expected to significantly contribute to Brazil's energy transition and global climate goals by adding 340 MWp of clean energy [2][4] Investment and Capacity - The total investment for the solar projects amounts to 2.3 billion NOK, which will enhance Brazil's solar capacity by 5% in 2025 [2] - The three solar farms will generate 789 GWh annually, surpassing Norway's total annual solar power production [2] Environmental Impact - The projects are projected to save 111,000 tons of CO2 emissions each year [2] - Statkraft's initiatives support the global goal of tripling renewable energy capacity and transitioning away from fossil fuels [3][4] Technological Integration - The combination of solar, wind, and battery storage in these projects addresses the challenges of variable energy production and ensures a stable power supply [7] - Statkraft's total portfolio in Brazil will reach 2.3 GW, positioning the company as a major player in the renewable energy sector [7] Social Responsibility - The company is committed to creating positive social impacts through job creation, local infrastructure enhancement, and vocational training programs [8] - Statkraft collaborates with local communities on environmental initiatives such as tree planting and beekeeping [8]