Core Insights - MAX Power Mining Corp. has commenced drilling Canada's first Natural Hydrogen well at the Lawson target, marking a significant milestone in the country's energy exploration efforts [1][4][8] - The drilling program is part of a multi-well initiative on Canada's largest permitted land package for Natural Hydrogen, covering approximately 1.3 million acres, with an additional 5.7 million acres under application [2][4] - The company aims to leverage industry-leading expertise and technology in Natural Hydrogen exploration, emphasizing safety and scientific understanding of this emerging energy source [2][4] Company Developments - The drilling is being conducted using a Stampede Drilling tele-double rig, staffed by a crew of 24 working in two 12-hour shifts, showcasing the company's commitment to advanced technology [2] - MAX Power has secured a strategic investment of $5 million from a Southeast Asian conglomerate, with each unit consisting of one common share and one-half of a common share purchase warrant [5] - The investment agreement includes provisions for a board seat for the investor, contingent on maintaining at least 7% ownership, and is expected to close in the near term, subject to regulatory approvals [5] Industry Context - The initiation of drilling at the Lawson target signifies a new chapter in domestic energy exploration focused on clean, naturally generated hydrogen, positioning Canada as a leader in resource innovation [4] - The company is preparing to present its findings and developments at the world's largest Natural Hydrogen event in Paris, further highlighting its role in this emerging sector [3][4]

A decade after the Paris climate accord was signed, political support for it is fraying across the West. Yet the global shift to clean energy is barreling ahead—driven largely by China. https://t.co/544k5RItcR ...

Clean Energy Availability - China has made cheap, clean energy available in huge quantities [1] Global Impact - The world should take the win regarding China's advancements in clean energy [1]

Core Insights - Sparq Systems Inc. has entered into a manufacturer's authorization and supply agreement with Tumi Clean Technologies Limited and Rolaz Green Energy Pvt. Ltd. to distribute microinverters in sub-Saharan Africa [1][2] Company Overview - Sparq Systems designs and manufactures next-generation single-phase microinverters for solar applications, with a proprietary product called the Quad that optimizes four PV modules with a single microinverter, simplifying design and reducing costs [5] Agreement Details - The agreement allows Tumi to purchase Sparq's microinverters for distribution in Ghana and other sub-Saharan markets after a six-month pilot to validate market readiness [2] - Tumi may gain exclusive distribution rights and an exclusive license for assembly in Ghana if it meets certain order levels [2][4] Strategic Goals - The collaboration aims to expand access to clean-energy technologies in Africa, with Tumi planning to lead the distribution of solar and inverter systems while establishing local assembly and manufacturing [3] - Tumi intends to leverage the African Continental Free Trade Area (AfCFTA) framework to scale the partnership across the continent, enhancing supply chains and promoting African-made clean-energy solutions [3][6]

Core Insights - Energy Fuels (UUUU) reported a net loss of $0.07 per share for Q3 2025, matching the previous year's loss but beating expectations, while revenues surged 337.6% year over year to $17.7 million driven by increased uranium sales [1][9]. Revenue Performance - Total revenues reached $17.7 million, a significant increase of 337.6% year over year, primarily due to higher uranium sales volumes despite a decline in prices [2][9]. - The company sold 240,000 pounds of uranium at an average price of $72.38 per pound, generating $17.37 million in uranium revenues, compared to 50,000 pounds sold at $80.00 per pound in the same quarter last year [3][9]. Cost Analysis - Costs applicable to revenues increased by 592% to $12.78 million, attributed to higher uranium sold at elevated costs [4]. - Exploration, development, and processing expenses rose 244% year over year to $12.4 million due to increased indirect processing costs and higher headcount [4][5]. - Standby costs increased by 53% to $2.5 million, while selling, general, and administrative expenses rose 109% to $12.6 million due to higher salaries and benefits [5][6]. Operational Highlights - During the quarter, the company mined approximately 465,000 pounds of uranium from its various mines, with the Pinyon Plain Mine showing strong results [7]. - Energy Fuels produced its first kilogram of dysprosium oxide at 99.9% purity, marking progress in Rare Earth Elements (REE) production [7][8]. Future Outlook - The company plans to mine 55,000-80,000 tons of ore containing approximately 875,000-1,435,000 pounds of uranium in 2025, with a target of processing up to 1 million pounds this year [14]. - UUUU expects to lower uranium costs starting in Q4 2025, with projected costs of $23–$30 per pound, positioning it among the lowest-cost producers globally [16][17]. - The consensus estimate for 2026 indicates a revenue increase of 227% to $133.55 million, with expectations of achieving profitability for the first time since its NYSE listing [18][19]. Market Position - UUUU shares have increased by 215.9% year to date, outperforming the industry and broader market indices [21][22]. - The company's current forward price-to-sales ratio of 31.27 is significantly higher than the industry average of 3.47, indicating a stretched valuation [24]. Industry Context - Uranium prices have fluctuated, starting the year around $69 per pound and reaching $83 in September before easing to $80, influenced by supply concerns and production adjustments from major players [25][27]. - The long-term outlook for uranium remains strong due to the push for clean energy and supply chain independence from China, providing growth opportunities for UUUU [28].

Clean Energy & Climate Change - Cheap, abundant clean energy is promising to improve billions of lives [1] - Even if climate change is not a priority, the prospect of clean energy should be exciting [1]

Group 1 - The Fidelity Clean Energy ETF (FRNW) has reached a 52-week high and is up 97.33% from its 52-week low price of $11.25 per share [1] - The underlying index of FRNW includes companies involved in the production and distribution of renewable energy technologies, such as solar and wind [1] - The fund charges an annual fee of 40 basis points [1] Group 2 - There is a growing focus on alternative energy sources and a decrease in reliance on fossil fuels, leading to increased investment in clean energy [2] - The rise in AI adoption and global power demands are expected to provide long-term support for clean energy funds [2] - The decline in renewable energy costs contributes to a favorable long-term outlook for clean energy investments [2] Group 3 - FRNW is projected to maintain strong performance in the near term, indicated by a positive weighted alpha of 71.05 [3]

Group 1 - Vistra reported a 21% decline in Q3 revenue to $4.97 billion and a 65% drop in net income to $652 million compared to the previous year [1] - The company narrowed its 2025 guidance following the disappointing earnings report [1] - Despite the negative earnings report, Vistra shares saw a slight increase before the stock market opened [1] Group 2 - Cameco, a top uranium refiner, also reported third-quarter earnings and revenue that fell below analyst expectations [2] - The company is positioned at the forefront of the global nuclear resurgence, indicating potential long-term growth despite current earnings misses [2]

Core Insights - First Tellurium Corp's subsidiary, PyroDelta Energy Inc, has entered a new market for thermoelectric modules aimed at enhancing the range of high payload drones powered by combustion engines [1][2] - The company has made an initial sale to a Florida-based airboat manufacturer, which includes both the engine and the thermoelectric module [2] - The business model moving forward will focus on selling only the thermoelectric modules, with expectations of further sales in the airboat industry and beyond [2] Industry Overview - The global airboats market is valued at US$240 million for 2025, with a projected compound annual growth rate of 3.12% from 2025 to 2034 [3] - There is a growing demand for eco-friendly, lightweight, and high-performance airboats, particularly among tourism operators, leading to a 12% increase in the adoption of eco-friendly and hybrid models [3] - The industry is actively seeking to develop more efficient and environmentally friendly airboats, which aligns with the technological advancements offered by First Tellurium's modules [3][4] Company Strategy - The company aims to generate significant revenue through its unique business model, which includes mineral discovery, project development, and the development of tellurium-based technologies [5] - There is strong interest from various industries in the company's thermoelectric modules, indicating potential for diverse applications where waste heat and temperature differentials can be utilized for clean energy [4]

Stocks linked to climate change are beating the broader market despite White House hostility toward clean energy, @markgongloff says (via @opinion) https://t.co/rIHz6R2omm ...