Workflow
Clean Energy
icon
Search documents
Roth/MKM Asserts Plug Power Inc. (PLUG) ‘Buy’ Rating on Booming Business
Yahoo Finance· 2025-09-11 17:15
Core Viewpoint - Plug Power Inc. is recognized as a promising investment in the clean energy sector, particularly due to its hydrogen fuel cell systems and recent positive developments in production and project activity [1][2]. Group 1: Company Overview - Plug Power Inc. designs, manufactures, and sells green hydrogen fuel cell systems and infrastructure, creating a comprehensive ecosystem for hydrogen production, storage, and delivery [4]. - The company is involved in various aspects of the hydrogen supply chain, including electrolyzers, liquefaction, storage, transportation, and dispensing systems [4]. Group 2: Market Performance and Analyst Insights - Despite a year-to-date stock decline of approximately 36%, analysts at Roth/MKM maintain a 'Buy' rating with a price target of $3.50, emphasizing the underappreciation of Plug Power's large electrolyzer projects [1][3]. - The research firm highlights significant production activity at the Vista facility and the impact of larger materials handling orders and the GenSure project on the company's business growth [2]. - Roth/MKM anticipates that one of Plug Power's projects will utilize production capacity for several years, which is expected to accelerate EBITDA growth [3].
NANO Nuclear to be Featured in Upcoming Nuclear Energy Industry Events
Globenewswire· 2025-09-11 12:30
Core Viewpoint - NANO Nuclear Energy Inc. is actively participating in several key nuclear energy industry events, highlighting its commitment to advancing clean energy solutions and engaging with stakeholders in the nuclear sector [1][7]. Event Participation - NANO Nuclear will represent U.S. interests at the 69th International Atomic Energy Agency (IAEA) General Conference from September 15 to 19, 2025, in Vienna [2]. - CEO James Walker will participate in a nuclear-focused panel at the DCAC Conference from September 16 to 18, 2025, discussing the role of nuclear energy in powering data centers [3]. - At the Houston Energy & Climate Week on September 18, 2025, CEO James Walker will engage in a panel titled "New Energies, New Opportunities – Powering Careers" [4]. - NANO Nuclear is a Gigawatt sponsor at the Nuclear Symposium on September 24, 2025, where Founder & Chairman Jay Yu and CTO Florent Heidet will present [5]. - The company will also participate in the 2025 Advanced Nuclear NY Summit from September 30 to October 1, 2025, and the CNA West Conference from October 20 to 22, 2025 [6]. Company Overview - NANO Nuclear Energy Inc. is focused on becoming a diversified and vertically integrated company across five business lines, including portable microreactor technologies, nuclear fuel fabrication, transportation, applications for space, and consulting services [8]. - The company claims to be the first publicly listed portable nuclear microreactor company in the U.S. [8]. - NANO Nuclear's lead project is the KRONOS MMR Energy System, a high-temperature gas-cooled reactor currently in the pre-application phase with the U.S. Nuclear Regulatory Commission [9][10]. Subsidiaries and Innovations - Advanced Fuel Transportation Inc. (AFT), a subsidiary, aims to build a North American transportation company for HALEU fuel, with exclusive licensing of a patented transportation basket developed by U.S. national laboratories [11]. - HALEU Energy Fuel Inc. (HEF) is focused on developing a domestic HALEU fuel fabrication pipeline for NANO Nuclear's microreactors and the broader industry [12]. - NANO Nuclear Space Inc. (NNS) is exploring commercial applications of micronuclear reactor technology in space, including the LOKI MMR system for extraterrestrial projects [13].
As Refinery Shutdowns Loom, Green Rain Energy (OTC: $GREH) Heads California's $50 Billion Clean Energy Push
Accessnewswire· 2025-09-11 12:15
PASADENA, CA / ACCESS Newswire / September 11, 2025 / Green Rain Energy Holdings Inc. (OTC PINK:GREH) an ESCO company, announces its infrastructure growth plans for California as an estimated $50 billion plus is allocated for the state's clean energy market. As private capital is poured into renewable energy opportunities, California's massive clean energy market represents over $50 billion in investment opportunities by 2030, with state mandates requiring 100% clean electricity by 2045. ...
Fidra Energy secures £445m financing for Thorpe Marsh BESS project in UK
Yahoo Finance· 2025-09-11 10:49
Fidra Energy has received up to £445m ($601.1m) in equity investment from EIG and the National Wealth Fund (NWF) for the Thorpe Marsh battery energy storage system (BESS) project in South Yorkshire, UK. With the equity investment, alongside £594m in potential loan facilities from international lenders, the company has reached financial close for the project. The Thorpe Marsh project, designed to have a capacity of 1.4GW/3.1GWh, is projected to start operations in mid-2027. It is touted to become the larg ...
X @Bloomberg
Bloomberg· 2025-09-11 10:05
The Trump administration needs to stop keeping old coal plants open and start focusing on converting them to clean energy (via @opinion) https://t.co/Ao1ih0lpBe ...
Alaska Energy Metals Hosts Federal Agency Representatives at Nikolai Nickel Project, Alaska
Accessnewswire· 2025-09-11 10:00
Highlights: Senior U.S. EPA and Permitting Council representatives toured AEMC's Nikolai Project on August 26, 2025 Early federal engagement provides advantages under the FAST-41 permitting framework, improving predictability and transparency for project development Visit underscores federal recognition of the strategic importance of domestic nickel supply for clean energy and national security State of Alaska and Permitting Council sign MOU to align State of Alaska permitting with the FAST-41 program frame ...
Madison Energy obtains $800m debt facility for clean energy expansion
Yahoo Finance· 2025-09-11 09:17
US-based Madison Energy Infrastructure has secured $800m in debt to support the deployment of clean energy infrastructure across the country. The company secured the construction-to-term debt facility from a group of new and existing lenders, comprising Fifth Third Bank, Société Générale, BNP Paribas, KeyBank, Crédit Agricole, TD Bank, Lloyd’s, and Natixis. The facility will enable Madison to address increasing customer demand and reach 1GW in operating capacity. Madison co-founder and CFO Steve Cunning ...
Disruptive Theme of the Week: Top YTD Themes in the Rearview Mirror
Etftrends· 2025-09-10 17:23
Precious Metals - Gold and silver ETFs have performed well YTD, with the Wisdomtree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) leading at a 127% increase [2] - The iShares MSCI Global Gold Miners ETF (RING) and iShares MSCI Global Silver and Metals Miners ETF (SLVP) are up 98% and 97% respectively, while the Amplify Junior Silver Miners ETF (SILJ) is up 89% [2] Defense & Space - Global instability and defense modernization are driving military spending, particularly in Europe, where NATO has increased spending goals from 2% to 5% of GDP [3] - The Select STOXX European Aerospace & Defense ETF (EUAD) has risen 75% YTD, while the Global X Defense Tech ETF (SHLD) has a 67% YTD return [4] Critical Minerals & Metals - The theme of critical minerals and metals has shown strong returns, with the VanEck Rare Earth & Strategic Metals ETF (REMX) up 56% YTD and $750 million in assets [6] - The Sprott Critical Materials ETF (SETM) offers an alternative with only 4% exposure to China and a YTD return of 45% [6] Nuclear & Uranium - Nuclear energy is experiencing a revival due to rising electricity demand, with the Global X Uranium ETF (URA) up 52% YTD [8] - The VanEck Uranium and Nuclear ETF (NLR) and Range Nuclear Renaissance Index ETF (NUKZ) have also shown strong performance, up 46% and 42% respectively [9] Cannabis - Cannabis ETFs have rallied on the prospect of deregulation, with the AdvisorShares Pure US Cannabis ETF (YOLO) leading at a 35% increase YTD [11] - Other notable ETFs in this category include the Roundhill Cannabis ETF (WEED) and Amplify Seymour Cannabis ETF (CNBS) [11] Video Gaming - The video gaming sector has benefited from the success of the Nintendo Switch 2 and anticipated releases like Grand Theft Auto 6, with the Amplify Video Game Leaders ETF (GAMR) up 39% YTD [13] - Other ETFs in this space include the Global X Video Games & Esports ETF (HERO) and VanEck Video Gaming and eSports ETF (ESPO), up 38% and 37% respectively [13] Electric Vehicles - Electric vehicle sales are surging, with a 21% YOY increase globally, driven by 50% market adoption in China [14] - The KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) and Amplify Lithium & Battery Technology ETF (BATT) have seen YTD increases of 28% and 26% respectively [14]
Uranium & Nuclear ETF (NLR) Hits New 52-Week High
ZACKS· 2025-09-10 16:20
Core Viewpoint - The VanEck Uranium and Nuclear ETF (NLR) has reached a 52-week high, increasing by 91.13% from its 52-week low of $64.26 per share, indicating strong momentum and potential for further gains [1]. Group 1: ETF Overview - NLR tracks the MVIS Global Uranium & Nuclear Energy Index, which includes companies involved in uranium mining, nuclear power facility construction, and the production of electricity from nuclear sources [2]. - The ETF charges an annual fee of 56 basis points [2]. Group 2: Market Drivers - The rising demand for artificial intelligence and clean energy is leading tech companies to consider nuclear power as a solution for energy-intensive data centers [3]. - The increasing interest in nuclear energy and the growth of AI-driven data centers are expected to drive up uranium demand, providing a favorable outlook for the ETF [4]. Group 3: Performance Outlook - NLR is projected to maintain its strong performance in the near term, supported by a positive weighted alpha of 68.78, suggesting potential for further price increases [5].
Cielo Advances Waste-to-Fuel Innovation with Project Nexus and Confirms Trading on OTCQB®
Globenewswire· 2025-09-10 11:00
Core Viewpoint - Cielo Waste Solutions Corp. has launched Project Nexus, a flagship clean fuels initiative aimed at transforming waste into renewable fuels, which will serve as the foundation for a scalable clean energy model known as the NEXUS Platform [1][2][5]. Group 1: Project Overview - Project Nexus is designed to convert challenging waste streams, such as creosote-treated railway ties, woody biomass, and agricultural residues, into renewable fuels like natural gas and hydrogen [2]. - The initiative aims to establish a replicable framework for waste-to-fuel facilities across various jurisdictions, enhancing the company's ability to expand its operations [2][3]. Group 2: Strategic Vision - The long-term vision for the NEXUS Platform is to enable Cielo to expand its operations across Canada and into global markets, allowing for flexibility and scalability tailored to local feedstocks and market conditions [3]. - The project is seen as a cornerstone of Cielo's growth strategy, positioning the company at the forefront of Canada's clean energy transition and paving the way for global waste-to-fuel innovation [5]. Group 3: Funding and Support - Cielo has submitted a $5 million grant application under the Canadian Clean Fuels Fund and is pursuing additional funding from various programs, which could significantly reduce capital requirements and enhance project economics [6]. - The recent announcement of a $370 million Biofuels Production Incentive by the Government of Canada is viewed positively, reflecting a commitment to advancing clean energy and fuels, which may benefit the broader operating environment for renewable fuel producers [7][8]. Group 4: Trading Information - Cielo's common shares have commenced trading on the OTCQB Venture Market under the symbol "CWSFF," in addition to trading on the TSX Venture Exchange under the symbol "CMC" [9].