Workflow
Storage
icon
Search documents
Chevron (CVX) Earnings Call Presentation
2025-06-24 11:47
Chevron 2025 Investor Presentation May 6, 2025 © 2025 Chevron Cautionary statement and additional information CAUTIONARY STATEMENTS RELEVANT TO FORWARD-LOOKING INFORMATION FOR THE PURPOSE OF "SAFE HARBOR" PROVISIONS OF THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995 AND OTHER IMPORTANT LEGAL DISCLAIMERS This presentation contains forward-looking images and statements relating to Chevron's operations, assets, and strategy that are based on management's current expectations, estimates, and projections ab ...
海外主要户储市场及TOP20厂家出货量分析
起点锂电· 2025-06-23 10:39
户储产品消费领先的国家 / 区域是欧洲、美国、乌克兰、日本、澳洲、非洲、中东、东盟、俄罗斯。欧洲仍是市场占比最大,最成熟的市场, 但是由于电价下降,增速明显下滑, 2024 年增速较快的市场是:美国、乌克兰、澳洲、南非、 尼日利亚 、巴西等国家。 SPIR 预测, 2030 年全球户用储能市场将达到 180Gwh ,相比 2024 年增长 547% 。 倒计时18天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题: 换电之城 智慧两轮 主办单位: 起点锂电、起点钠电、起点两轮车及换电 活动时间: 2025年7月10-11日 活动地点: 深圳宝安登喜路国际酒店 近日,全球新能源产业研究机构 -- 起点研究院 SPIR 和海外储能研究联合发布了《 2025 全球户用储能行业研究白皮书》, SPIR 数据显 示, 2024 年全球户用储能出货规模为 27.8Gwh ,同比增长 19% 。 2021-2030年全球户用储能市场规模:Gwh 数量来源:起点研究院 SPIR,海外储能研究院,2025.6 备注: 户用场景指家庭住宅储能系统,不含工商业及公共事业项目 2024年全球户用储能市场区域分 ...
Accelerating AI Storage with NVIDIA SpectrumX & DDN
DDN· 2025-06-20 11:24
working solutions. So, we're going to talk about um accelerating AI fabrics for storage. So, you know, AI, we we put a lot of effort into accelerating it and improving it uh GPUs, uh you know, from from the entire stack.And one of the things we find is that slow storage can slow down your AI training times. It'll slow down your uh your uh inference. Like even with things like rag uh there's a lot of work that's done to uh deal with the ingest phase where it's like it's kind of reading the material and so th ...
Watch These Renewable Energy & Battery Energy Stocks for Valuable Gains
ZACKS· 2025-06-18 13:51
An updated edition of the May 6, 2025 article.The global shift toward sustainability is transforming the energy landscape, with industries rapidly adopting renewable sources like solar and wind. However, their intermittent nature has highlighted the critical need for reliable energy storage. This has fueled growing interest in battery storage technologies, which store excess power generated during peak periods and release it when production dips, ensuring grid stability and consistent supply. As a result, d ...
Should You Buy Occidental Petroleum While It's Below $50?
The Motley Fool· 2025-06-18 09:17
Shares of Occidental Petroleum (OXY 1.47%) have dipped over the past year. They've fallen from a peak of more than $60 a share to less than $50. That's largely due to a decline in oil prices, which have fallen from over $80 a barrel to their recent level just above $70 per barrel. the roll-off of the associated capital spending. Meanwhile, the company expects to capture about $450 million in additional earnings in its midstream business as legacy contracts roll off and it reduces capital spending in that se ...
SLB Rolls Out Sequestri to Advance Industrial Decarbonization
ZACKS· 2025-06-17 13:10
Key Takeaways SLB launched Sequestri to offer end-to-end carbon storage solutions for industrial decarbonization. The suite integrates digital tools and hardware like CO2-resistant cement for reliable CCS performance. Sequestri supports the broader CCS vision of SLB, including its Saudi Arabia hub with Aramco and Linde.SLB (SLB) , an American oilfield services company, has rolled out a comprehensive suite of carbon storage solutions under its new Sequestri portfolio, reinforcing its push to accelerate ind ...
Jefferies:存储周刊_是什么驱动存储需求
2025-06-16 03:16
USA | REITs Equity Research Storage Weekly: What Drives Storage Demand? Y/Y SS asking rents were down -1.8% on avg, a 60 bps deterioration from last week's -1.2%. On a Y/Y basis, PSA was up +4.5%, followed by EXR (+0.2%), LSI (-1.3%), and CUBE (-10.5%). This week, we share a few insights from the 2022 Storage Demand Study. Younger Users Fuel Demand: As of 2022, Gen-Z and Millennials are using self-storage at a 16% rate, well above the 11% national average (and Boomers at 5%), per the SSA's 2022 demand study ...
320MW/1.28GWh!宁夏两座长时储能电站并网投运
相关阅读 文 | 宁夏日报 6月14日,记者从国网中卫供电公司获悉,宁夏两座长时储能电站—— 枣园第一储能电站 和 麦垛山第 一储能电站 日前相继在中卫市并网投运,为新能源消纳注入新动能。 长时储能系统是指能够储存电能并在4小时内完成充放电循环的储能装置。相较于普通储能系统,4小 时储能系统具有更长的放电时间,能够更好地平衡电力系统的供需关系,实现电力的跨时段调节。 位于中宁工业园区内的枣园第一储能电站,作为宁夏电网首座长时储能电站,储 能装机容量为400兆 瓦时,由40套5兆瓦/20兆瓦时储能单元构成 ,每个单元配置20兆瓦时电池系统和1250千瓦×4储能 变流器,该储能电站一次充放电可达40万千瓦时。 麦垛山第一储能电站 位于中卫市沙坡头区镇罗镇, 建设规模为 220兆瓦/880兆瓦时, 该储能电站一 次充放电可达88万千瓦时,储能容量创全区新高。 据介绍,枣园第一储能电站和麦垛山第一储能电站,其充(放)电一次用时4小时,年均充放250次, 年均累计充(放)电3.2亿千瓦时。(宁夏日报记者 鲁延宏) | 联盟官微 | | --- | | 关注政策、项目、企业、市场活动 | | 联盟官方小秘书 | | 入会 ...
山东高速鲁东新能源200MW/400MWh共享储能电站项目招标
6月14日,山东高速鲁东新能源有限公司共享储能电站项目施工总承包招标公告发布,项目位于山东省威海市,储能电站规模200MW/400MWh,储 2. 项目概况与招标范围 | 山东高速鲁东新能源有限公司计划实施威海 200MW/400MWh 独立共享储能电 | | --- | | 2.1 项目概况 站项目,位于山东省威海市,占地面积约50亩,220KV 并网,与接入点距离 | | 约 0.8km。储能电池选用 195MW 磷酸铁锂电池,搭配 5MW 磷酸铁钠电池。 | | 上述共享储能电站项目(含200MW/400MWh 储能场区、220kV 升压站及 220kV | | 送出线路)的施工总承包,包括与工程建设及并网调试相关的全部手续办理, | | 工程建设期间所有的民事补偿及协调包括全部设备采购及监造;土建及电气 | | 安装工程施工;调试:试运行;移交生产验收、竣工验收:整体系统质保期 | | 限的相关服务(包含质保期内所有备品备件、专用工具采购供应以及相关的 | | 技术资料整理等): 1. 设备采购及监造 储能电站全部设备采购,以及储能 | | 系统、主变、GIS等主要设备的监造工作。2. 建安工程 储能 ...
Powell Industries (POWL) Conference Transcript
2025-06-12 15:45
Summary of Powell Industries Conference Call Company Overview - Powell Industries is a manufacturer of products that manage and control the flow of electricity in medium to large facilities, primarily in the oil and gas sector, which accounts for approximately 50% of its backlog and revenue [5][33] - The company operates seven manufacturing facilities, six in the US and Canada, and one in the UK [4] Core Business Insights - Powell is expanding into the utility market in the US, Canada, and the UK, with a growing focus on commercial and industrial sectors, which currently represent 15% of revenue [6] - The company specializes in engineered-to-order products, with a focus on complex projects that require significant engineering expertise [10] - Powell's market focus is on utility-scale distribution, handling voltages from 480 to 38,000 volts [9] Financial Performance - Powell reported a strong financial position with $389 million in cash, with 50% allocated to working capital [26] - The company has nearly doubled its revenue over the last five years, achieving $520 million in the first half of the fiscal year with a gross profit margin of 27.5% [28] - The backlog at the end of fiscal 2023 was $1.3 billion, with a 20% increase in orders and a 16% growth in revenue [31] Market Trends and Opportunities - The utility sector has become a significant growth area, representing 29% of the backlog, with expectations for continued growth [34] - Powell is exploring opportunities in battery storage and energy storage projects, although the market is still developing [40][41] - The company is also focusing on the data center market, which has seen increased demand, particularly for medium voltage solutions [50] Competitive Landscape - Powell competes with major players like ABB, Eaton, Schneider, and Siemens, but differentiates itself through its fully integrated manufacturing process and local market knowledge [21][22] - The company is the only US-based publicly traded manufacturer in its sector, which provides a unique competitive advantage [21] Strategic Initiatives - Powell is investing in research and development, having doubled its R&D spending over the last couple of years, and has launched three new products recently [27] - The company aims to enhance its service offerings beyond installation and commissioning, focusing on operational excellence and automation to address the shortage of electrical engineers [24][25] Operational Considerations - Powell is currently operating at about 85% capacity and is exploring ways to improve productivity through technology and engineering partnerships [58][59] - The company has plans to expand its facilities if demand continues to grow, particularly in the utility and data center sectors [52][60] Conclusion - Powell Industries is well-positioned for future growth, leveraging its strong financial position, expanding into new markets, and focusing on innovation and operational efficiency to meet increasing demand in the energy sector [61][62]