Revenue from operations fell 2.5% to Rs 33,031 crore during the quarter. ONGC also declared an interim dividend of Rs 6 per equity share for the current fiscal year, amounting to a total payout of Rs 7,548 crore.The company realised a crude oil price of $67.34 per barrel from its nominated fields, a 14% drop compared to the same period last year. Realisation from joint venture fields also declined 12.3%.On the gas side, natural gas price realisation from nominated fields was 3.8% higher at $6.75 per mmBtu, ...

Revenues from operations fell 2.5% to ₹33,031 crore in the July–September quarter. The company declared an interim dividend of ₹6 per equity share for the current fiscal year, with a total payout of ₹7,548 crore.ONGC realised a crude oil price of $67.34 per barrel from its nominated fields during the quarter, down 14% from a year earlier, while realisation from joint venture fields fell 12.3%. Natural gas price realisation from nominated fields was 3.8% higher at $6.75 per mmbtu. However, average prices fr ...

COMPANY OVERVIEW November 2025 BABCOCK & WILCOX ENTERPRISES, INC. 1 © 2025 Babcock & Wilcox Enterprises, Inc. All rights reserved. IMPORTANT INFORMATION Safe Harbor Statement Babcock & Wilcox Enterprises, Inc. ("B&W Enterprises" or "B&W") cautions that this presentation contains forward-looking statements within the meaning of federal securities laws. All statements other than statements of historical or current fact included in this presentation are forward-looking statements, including, without limitation ...

Core Insights - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a broad interest in various high-growth industries [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Prior experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to Uttam's insights and analyses [1]

Core Viewpoint - The Amplify Lithium & Battery Technology ETF (BATT) is positioned as a thematic investment opportunity amid signs of potential frothiness in the AI-driven mega cap rally, focusing on sectors that will benefit from the growing demand for battery technology and electric vehicles [1][2]. Group 1: Investment Opportunity - BATT comprises companies involved in battery storage solutions, battery metals & materials, and electric vehicles (EVs), capitalizing on the increasing need for electricity and efficient energy storage [2]. - The ETF tracks the EQM Lithium & Battery Technology Index, providing global exposure and diversification, with approximately 50% of its country allocation in China and the U.S., along with investments in Australia, Canada, and Japan [3]. Group 2: Market Growth Projections - The global lithium-ion battery market is projected to grow at a compounded annual growth rate (CAGR) of 18% over the next seven years, driven by the rising demand for renewable energy [4]. - The International Energy Agency (IEA) anticipates a 60% increase in global renewable energy capacity by 2026, further supporting the growth of battery technology [4]. Group 3: Electric Vehicle Sales - Global EV sales reached a record of 2.1 million units in September, with total sales from January to September 2025 increasing by 26% to 14.7 million units, highlighting significant growth in the market [6][7]. - The U.S. market has seen a surge in EV sales due to government incentives, while Europe and China are also experiencing substantial growth [6][7]. Group 4: Government Support and Challenges - Government backing is crucial for the lithium industry, with policies aimed at reducing reliance on foreign sources and promoting domestic production, which could positively influence lithium prices [9][10]. - The Dallas Fed notes that federal interest in securing domestic lithium production has already led to billions in subsidized loans and grants, shaping the industry landscape [11].

Norway’s $2.1 trillion sovereign wealth fund has reinforced its energy team as it looks to expand its portfolio of renewable assets in Europe and into North America https://t.co/a2B0tKCPHP ...

CITI'S TAKE PRC electricity consumption grew 4.5% y/y to 888.6M MWh in September; the monthly growth rate was down 0.5ppt m/m. Electricity demand was +4.6% y/y to 7,767.5M MWh in 9M25, with most increments from primary and tertiary sectors. Meanwhile, power grid capex was +9.9% y/y to Rmb437.8bn in 9M25, including –11.0% y/y to Rmb58.2bn in September. We nevertheless expect the national power grid capex to resume growth in October based on delivery schedules of PRC grid equipment makers. In the PRC utility, ...

Core Viewpoint - Brookfield Renewable is positioned as a strong dividend stock with a high-yielding and steadily rising dividend, making it an attractive investment opportunity at its current share price of $45 [1][12]. Group 1: Dividend Yield and Financial Stability - At a share price of $45, Brookfield Renewable offers a dividend yield of 3.4%, significantly higher than the S&P 500's yield of approximately 1.1% [2]. - The company supports its high-yielding dividend with stable cash flow generated from one of the world's largest renewable energy platforms, which includes hydro, wind, solar, and energy storage facilities [3]. - Brookfield has a strong balance sheet characterized by a high credit rating, low-cost long-term debt, and substantial liquidity, which is enhanced by selling mature assets to reinvest in higher-return projects [5][6]. Group 2: Growth Potential - Brookfield Renewable has achieved a 6% compound annual growth rate in its dividend since 2001 and aims for 5% to 9% annual dividend growth in the long term [7]. - The company anticipates 2% to 3% annual growth in funds from operations (FFO) per share through 2030, driven by long-term contracts with inflation-linked escalation clauses [8]. - Recent agreements with Google and Microsoft for higher power rates at hydro facilities are expected to enhance margins and contribute to FFO growth [8]. Group 3: Expansion and Acquisitions - Brookfield plans to invest heavily in development projects and acquisitions, targeting 10 gigawatts of new renewable energy capacity annually by 2027, which supports 4% to 6% annual FFO growth per share [9]. - The recent $1 billion investment in Colombian hydropower producer Isagen is expected to add an incremental 2% in FFO per share next year [9]. - The combination of contracted inflation escalators, margin enhancements, development projects, and acquisitions positions Brookfield to achieve over 10% annual FFO per share growth through 2030 [10]. Group 4: Total Return Potential - With a dividend yield exceeding 3% and expected FFO growth of more than 10% annually, Brookfield Renewable is well-positioned for powerful total returns in the coming years [12].

HEI 3Q 2025 Financial Results November 7, 2025 Non-GAAP Financial Information See Appendix for definition of Core Earnings and Core EPS. 2 Continued Progress on Key Strategic Goals Advancing Our Strategy and Laying the Foundation for Sustainable Growth Continuously Improving Utility Safety Profile Moving forward with operational risk profile that's greatly improved since the 2023 Maui wildfires. 2025 - 2027 Wildfire Safety Strategy awaits PUC approval. Tort Litigation Settlement Agreement Progressing as Exp ...

Core Insights - ReNew has signed a $331 million financing deal with the Asian Development Bank (ADB) for a large-scale renewable energy project in Andhra Pradesh, which will also receive an additional $146 million from other lenders [1][2] - The project will feature 837 MWp of wind and solar capacity along with a 415 MWh battery energy storage system, designed to deliver 300 MW of peak power [1][2] - This project marks ADB's first financing of a peak power renewable energy project, expected to generate approximately 1,641 GWh of clean energy annually [4] Financing Details - The $331 million financing includes up to $291 million in local currency from ADB's ordinary capital resources and up to $40 million from the ADB-administered Leading Asia's Private Infrastructure Fund 2 (LEAP 2) [2] - ADB will arrange the remaining financing for the project [2] Strategic Developments - ReNew had previously announced a $2.5 billion investment for a 2.8 GW hybrid renewable energy complex in Andhra Pradesh [2] - The company is actively selling assets as part of its capital recycling strategy, including a recent agreement to sell 300 MW of solar projects to Sembcorp Industries for around $100 million [6] Company Positioning - ReNew's gross clean energy portfolio stands at 18.2 GW, with 1.1 GW of battery energy storage systems as of August 13, 2025 [8] - The company also has 6.4 GW of solar module and 2.5 GW of solar cell manufacturing capacity [8] Market Impact - The integration of battery energy storage with wind-solar hybrid systems is expected to be transformative, providing reliable clean power and stabilizing the grid [4] - The CEO of ReNew emphasized that the project demonstrates the competitive delivery of renewable energy at grid scale [3]