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1 Excellent Energy Stock to Buy on the Dip
The Motley Fool· 2025-09-11 10:24
Core Viewpoint - NextEra Energy's stock has underperformed the S&P 500, presenting a buying opportunity due to its strong growth prospects and attractive dividend yield [1][6] Group 1: Stock Performance - NextEra Energy's shares have fallen 12% over the past year, while the S&P 500 has rallied 20% during the same period [1] - The decline in share price has resulted in a dividend yield exceeding 3%, which is more than double the S&P 500's yield of 1.2% [1] Group 2: Earnings Growth - The company reported a 9.4% growth in adjusted earnings per share in the second quarter and is on track to meet its full-year earnings forecast [3] - NextEra Energy aims to grow adjusted earnings per share by 6% to 8% annually through 2027, with the CEO expressing confidence in achieving results at or near the top of this range [4] Group 3: Long-term Outlook - The long-term growth outlook for NextEra Energy is strong, with expectations of increased power demand driven by AI data centers, electrification of transportation, and onshoring of manufacturing [5] - As a leader in renewable energy development, NextEra Energy is well-positioned to benefit from the anticipated megatrend in renewable energy demand [5] Group 4: Investment Opportunity - The combination of an attractive dividend, visible near-term growth prospects, and exposure to rising power demand makes NextEra Energy's current lower share price an appealing investment opportunity [6]
X @Bloomberg
Bloomberg· 2025-09-11 00:48
The $24 billion renewable energy project that seeks to link Australia and Asia is shifting its near-term focus to supplying local data centers, according to the Australian Financial Review https://t.co/AIhDzLWhDE ...
DESERT MOUNTAIN ENERGY CORP. ANNOUNCES ARIZONA SUPREME COURT DENIAL OF CITY OF FLAGSTAFF PETITION
Prnewswire· 2025-09-10 13:00
Core Points - The Arizona Supreme Court denied the City of Flagstaff's petition for review, upholding the Arizona Court of Appeals' decision from March 4, 2025, which is favorable for Desert Mountain Energy Corp [1]. Company Overview - Desert Mountain Energy Corp. is a publicly traded resource company focused on the exploration, development, and production of helium, hydrogen, and natural gas [2]. - The company aims to extract helium from various raw gas sources in an environmentally and economically sustainable manner, supplying critical elements for the renewable energy and high technology sectors [2]. Legal Developments - The recent court ruling is a significant legal victory for Desert Mountain Energy Corp, as it confirms the previous appellate decision, which may positively impact the company's operations and strategic plans in Arizona [1].
Turbo Energy Delivers Advanced Solar Energy Storage Solution to Power Uber’s Electric Fleet in Spain
Globenewswire· 2025-09-10 12:00
VALENCIA, Spain, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Turbo Energy S.A. (Nasdaq: TURB) (“Turbo Energy” or the “Company”), a global provider of leading-edge, AI-optimized solar energy storage technologies and solutions, today announced the signing of a flagship agreement providing for Turbo Energy to power Uber’s electric vehicle (“EV”) fleet in Spain. At the heart of the project is Turbo Energy’s proprietary, patent-pending SUNBOX Industry system, an innovative energy storage solution. SUNBOX Industry not onl ...
US Policy Whirlwind Threatens Clean Energy ETF Rebound
Yahoo Finance· 2025-09-10 10:05
Group 1 - Clean energy funds are facing new challenges from recent legislative actions by Congress and the White House after a period of recovery [1][3] - Year-to-date, ETFs and mutual funds focused on renewable energy have returned an average of 18.5%, outperforming the S&P 500 by about 8 percentage points, following several years of negative returns [2] - The implementation of the Inflation Reduction Act has provided tax incentives for alternative energy systems, contributing to improved performance in 2024 [2] Group 2 - Despite a 36% decline in investments in US renewable energy projects in the first half of 2025 compared to the second half of 2024, global investments reached a record $386 billion, with over half from solar projects [4] - The Fidelity Clean Energy ETF has shown the strongest returns year-to-date at over 31%, while the Horizon Kinetics Energy Remediation ETF returned 3% [4] - Clean energy ETFs have experienced a total outflow of $753 million year-to-date, with only two funds seeing net inflows [4]
CESC (CESC) 2025 Earnings Call Presentation
2025-09-08 12:00
RPSG Group Overview - RPSG Group's turnover is ₹ 42,100 Cr (approximately US$ 5 Billion) [3] - The group's asset base is ₹ 67,700 Cr (US$ 8 Billion) [3] - The group's EBITDA is ₹ 7,900 Cr (approximately US$ 930 Million) [3] - Group revenue has grown at an 11% CAGR from FY15 to FY25, increasing 2.5x from ₹ 17,200 Cr to ₹ 42,100 Cr [7] - Group EBITDA has grown at a 13% CAGR from FY15 to FY25, increasing 3x from ₹ 2,700 Cr to ₹ 7,900 Cr [7] - Group Market Cap has grown at a 24% CAGR from FY15 to FY25, increasing 7x from ₹ 10,800 Cr to ₹ 75,000 Cr [7] CESC Growth and Strategy - CESC aims to achieve a 2x increase in profitability by FY29 [22] - CESC plans to have 3.2 GW of renewable energy capacity by FY29 and scale it up to 10 GW by FY32 [5, 23] - Distribution Capex across all licenses over the next 5 years is planned at Rs 6,000 Cr [23] - Planned Capex for 3.2 GW Renewables by FY29 (Phase I) is Rs 23,000+ Cr [23] Renewable Energy and Future Targets - Renewable energy is projected to account for 56% of electricity generation in India by 2032 [16] - India has set a target of 500 GW of non-fossil energy capacity [18]
Silver Mines (SVL) Earnings Call Presentation
2025-09-07 22:00
Bowdens Silver Project Overview - Bowdens Silver Project is one of the largest silver development projects in Australia[52, 81], 100% owned by Silver Mines Limited[29] - The project has a Mineral Resource estimate of 180 million ounces of silver (Moz Ag) and 334 Moz of silver equivalent (AgEq)[29, 79] - The Ore Reserve is estimated at 71.7 Moz Ag, supporting a mine life of 16½ years[22, 38, 79, 81] - Pre-production capital expenditure is estimated at A$331 million[38, 54, 81] Financial and Operational Highlights - The Optimisation Study completed in December 2024 outlines a robust, high-margin silver project[18, 54] - The project targets an average output of 4.25 Moz Ag per annum in the first 10 years[54] - The Life of Mine (LOM) All-In Sustaining Cost (AISC) is projected to be less than A$25/oz, with an AISC of <A$23/oz (~US$15/oz) over the first 10 years[38, 54] - The LOM operating margin is estimated at A$948 million[38, 54] - The pre-tax Net Present Value (NPV5) is A$359 million, with a payback period of 3.9 years[38, 54] Silver Market and Demand - Silver has significant industrial applications, with electrical and electronics accounting for 23% of demand (excluding photovoltaics)[101] - Photovoltaics (solar) account for 17% of silver demand[101] - The solar industry is valued at over $350 billion per annum and is still growing[105]
X @The Economist
The Economist· 2025-09-06 18:20
Reliance on cheap gas has been a “double-edged sword” for Mexico, says a consultancy. It has left the country exposed to price swings—and behind its peers in the transition to renewable energy https://t.co/ufCkDplxIZ ...
Energy Fuels: Is This America's Most Strategic Stock?
MarketBeat· 2025-09-06 13:19
Core Insights - The global economy is experiencing a shift towards reliable, carbon-free renewable energy and a geopolitical race for raw materials essential for modern technology [1] - Energy Fuels Inc. is positioned at the intersection of these trends, being a leading uranium producer and a key player in the rare earth element supply chain [2][3] Company Overview - Energy Fuels is America's leading uranium producer, with its primary asset being the White Mesa Mill in Utah, the only fully licensed and operational conventional uranium mill in the U.S. [4] - The company is focused on profitable production, with a projected cost of goods sold between $23-$30 per pound due to the high-grade ore from its Pinyon Plain mine [5] - Energy Fuels holds an inventory of approximately 1.875 million pounds of U3O8, allowing it to fulfill contracts and potentially sell at higher future prices [6] Market Position and Strategy - The growing demand for nuclear energy positions Energy Fuels to capture higher margins and increase profitability [7] - The company's expansion into rare earth elements (REE) addresses supply chain vulnerabilities, particularly against China's dominance in this market [8] - Energy Fuels has achieved a technical milestone by producing 99.9% purity dysprosium oxide, critical for high-performance applications [9] Future Growth Potential - The company plans to produce its next critical REE, terbium, by Q4 2025, and aims for commercial-scale production of heavy REEs by Q4 2026 [10][11] - Energy Fuels has signed a Memorandum of Understanding with Vulcan Elements to establish a mine-to-magnet supply chain in the U.S. [10][11] Financial Strength - Energy Fuels has a market capitalization of over $2.5 billion and a debt-free balance sheet with over $250 million in working capital [12][13] - Institutional investors own over 48% of the company, indicating strong market confidence [14] Investment Opportunity - Energy Fuels offers exposure to two durable growth trends: the clean energy transition through nuclear power and the onshoring of vital technology supply chains through REEs [15] - The company is evolving from a uranium producer to a diversified critical minerals company, enhancing its strategic importance in America's energy and industrial security [16]
ICLN: Favorable Rate Environment, AI Expansion Present An Attractive Buying Opportunity
Seeking Alpha· 2025-09-05 23:06
Group 1 - The article highlights the unexpected outperformance of renewable energy during the Trump presidency, particularly referencing the iShares Global Clean Energy ETF [1] - FinHeim Research specializes in investment analysis and portfolio management, focusing on identifying value in both traditional companies and technology sectors [1] - The firm emphasizes thematic investing research and macroeconomic trends, aiming to provide objective analysis for investors [1] Group 2 - No specific company or stock positions are disclosed by the analyst, indicating a neutral stance on the investments mentioned [2] - The article does not provide any recommendations or advice regarding investment suitability for individual investors [3]