Core Viewpoint - Plug Power, Inc. has achieved a significant milestone in renewable hydrogen deployment in Africa, highlighting the growing global interest in clean energy production [1][2]. Group 1: Project Details - Plug Power installed a 5MW GenEco electrolyzer for the Cleanergy Solutions Namibia green hydrogen project, marking the establishment of Africa's first fully integrated commercial green hydrogen facility in Walvis Bay [3]. - The electrolyzer is connected to a renewable setup that includes a solar park and battery energy storage, enabling off-grid hydrogen production [4]. - Locally produced hydrogen will be utilized to power hydrogen-fueled trucks, port and rail equipment, and small vessels at the Port of Walvis Bay, with additional fuel supplied to vehicles converted for dual-fuel use [4]. Group 2: Strategic Implications - The combination of renewable power with the electrolyzer creates a vertically integrated model linking clean electricity to clean hydrogen, enhancing Namibia's potential as a regional hydrogen hub [5]. - The project is seen as a transition of green hydrogen from concept to commercial reality, supporting economic development in the region [5]. - Company executives believe the facility could serve as a template for expanding hydrogen infrastructure across Africa and nearby markets, aligning with the strategy to grow in emerging hydrogen markets [6].

Group 1: Renewable Energy Developments - Renew Energy has signed a long-term agreement with Google for a 150 megawatt solar project in Rajasthan, aimed at supporting Google's decarbonization goals and ensuring project bankability [1] - The solar project is expected to be operational by 2026 and will generate approximately 425,000 megawatt hours annually, increasing Renew's corporate portfolio to 2.7 gigawatts [2] Group 2: Advancements in Nuclear and Solar Technology - Oaklo has completed a critical test campaign for its Pluto fast test reactor, achieving a significant technical milestone under the Department of Energy Reactor pilot program, demonstrating inherent safety and generating benchmark data for future commercial reactors [2] - T1 Energy has commenced construction on its G2 Austin solar cell fabrication facility, which will significantly enhance the US solar manufacturing supply chain, with the first phase expected to exceed current US silicon solar cell capacity [3] - EVgo has successfully deployed over 40% of its charging stations this year using pre-fabricated modular skids, surpassing its year-end target and reducing installation costs by about 15% through a partnership with Miller Electric [3] Group 3: Charging Infrastructure - The pre-fabricated 350 kW fast charging stations are now operational across multiple US states, allowing for faster rollouts, supporting local job creation, and capable of charging up to 14 vehicles simultaneously with improved customer amenities [4]

Core Insights - Plug Power and ChargePoint are identified as potential tenbaggers, with significant growth opportunities in their respective markets [2][3] Plug Power - Plug Power specializes in hydrogen fuel cells, charging systems, electrolyzers, and storage systems, generating substantial revenue from sales to Amazon and Walmart for hydrogen-powered forklifts [5] - In 2024, Plug Power faced a slowdown due to macroeconomic challenges, but revenue rebounded in 2025, driven by increased electrolyzer sales [6] - Analysts project Plug Power's revenue to grow at a CAGR of 18% from 2024 to 2027, with a potential market cap increase from $3.1 billion to $44.7 billion by 2035 if it achieves a CAGR of 20% and trades at ten times sales [7][8] ChargePoint - ChargePoint operates approximately 375,000 EV charging ports, including over 39,000 DC fast chargers, and provides access to around 1.35 million charging ports through partnerships [9][10] - The company experienced a slowdown in fiscal 2025 due to higher interest rates affecting EV sales, but is expected to grow revenue at a CAGR of 10% from fiscal 2025 to fiscal 2028 as the EV market stabilizes [12] - If ChargePoint meets analysts' expectations, its market cap could increase from $190 million to $5.4 billion over the next decade, representing a significant potential gain for investors [13]

TotalEnergies has signed a 21-year power purchase agreement (PPA) with Google to deliver 1TWh of certified renewable power from the Citra Energies solar plant, which is located in northern Kedah of Malaysia. Construction of the Citra Energies solar farm is set to start in early 2026, and the project will supply renewable power to support Google’s data centre operations in the country. In August 2023, TotalEnergies (49%) and its local partner MK Land (51%) secured the project from Malaysian Energy Commis ...

Core Insights - Brookfield's 2026 Investment Outlook emphasizes a significant investment period driven by structural, multi-decade cycles, including rising electricity demand, rapid AI adoption, and the reorientation of global supply chains [1][2] Infrastructure - A once-in-a-generation investment supercycle is underway, with infrastructure at its center, driven by AI, electrification, and reindustrialization [4] - Brookfield is collaborating with corporates and sovereigns to develop essential power, data, and logistics networks to support global growth [4] Renewable Power & Transition - Access to power is identified as a strategic priority for economic growth, with a focus on scalable, reliable, and clean energy solutions [5][6] - The approach includes a mix of renewables, storage, nuclear, and natural gas to meet soaring demand [8] Private Equity - The private equity sector is shifting towards operational excellence for value creation, moving away from financial engineering [7] - Opportunities are seen in industrial companies needing operational transformation due to deglobalization and digitalization [9] Real Estate - 2026 is expected to be a year of tactical investment in real estate, with a focus on selectivity and operational value creation [10] - Key areas of opportunity include diversified housing, logistics, and hospitality, driven by long-term structural demand [10] Credit - The credit market fundamentals are robust, with increasing demand for financing and a focus on disciplined underwriting [11] - High-quality borrowers and resilient income structures are prioritized to capitalize on attractive investment opportunities [11]

Global Metals & Mining Global Metals & Mining 2026 Outlook: Lithium's mood is very slowly improving...but not in 2026 Bob Brackett, Ph.D. +1 917 344 8422 bob.brackett@bernsteinsg.com Andrianto Guntoro +44 20 7676 6825 andrianto.guntoro@bernsteinsg.com This note revisits our previous bearish views on lithium (Americas Energy & Transition/Global Metals & Mining: Lithium's depressed recovery towards 2030?), with a focus on potential demand from Energy Storage Systems (ESS), and medium- & heavy-duty vehicles. W ...

EnerSys (ENS) is well-positioned to benefit from healthy business across well-diversified end markets and accretive acquisitions. The company’s shareholder-friendly moves also augur well.Shares of ENS have gained 59.3% compared with the industry’s 4.4% growth in the year-to-date period.Image Source: Zacks Investment ResearchLet’s delve into the factors that make this Zacks Rank #2 (Buy) company a smart investment choice at the moment.Business Strength: EnerSys is benefiting from strength in its Specialty se ...

Core Insights - HyOrc Corporation is focusing on decarbonizing heavy industry through its U.S. rail initiatives, which are gaining attention due to increased scrutiny on emissions from traditional freight rail operations [1][2] - The company is collaborating with Zero-Emission Locomotive Technologies, LLC (ZELTECH) to develop retrofit solutions for existing diesel-electric fleets, enabling a transition to cleaner fuels without the need for complete fleet replacement [2][3] - HyOrc's initiatives are part of a broader strategy that includes green methanol production and modular CleanTech power systems, positioning the company as a key player in addressing multiple hard-to-abate sectors [5] Company Initiatives - The collaboration with ZELTECH aims to support hydrogen, renewable natural gas, and natural-gas-capable retrofit solutions for rail operators [2] - HyOrc's approach allows for the replacement of onboard diesel power plants with multi-fuel systems, maintaining operational performance while adapting to cleaner fuels [3] - Initial engineering and integration activities are underway, with pilot projects like California's Dreamstar Lines demonstrating the applicability of HyOrc's systems [4] Market Context - Recent sustainability reporting has highlighted the emissions challenges associated with U.S. freight rail, emphasizing the need for innovative solutions beyond minor efficiency improvements in diesel engines [2][4] - The company's initiatives are timely as the industry faces increasing pressure to reduce emissions and transition to more sustainable practices [2][4]

HOUSTON, Dec. 15, 2025 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) announced today that it has been awarded a technology and engineering contract by IGNIS for a new green ammonia facility in A Coruña, Spain. Under the terms of the contract, KBR will provide proprietary engineering design and pre-FEED engineering services to IGNIS for a 200,000 tons per annum green ammonia plant. The facility will use renewable energy to produce green hydrogen, which will be converted to green ammonia. Green ammonia, a key element f ...

Core Insights - Technip Energies has been awarded a detailed engineering contract for PTTEP's Arthit Carbon Capture and Storage (CCS) project in the Gulf of Thailand, marking a significant step in the adoption of CCS technology in the region [1][4] Company Overview - Technip Energies is a global technology and engineering powerhouse with expertise in LNG, hydrogen, ethylene, sustainable chemistry, and CO2 management, contributing to critical markets such as energy and decarbonization [5] - The company generated revenues of €6.9 billion in 2024 and is listed on Euronext Paris [6] Project Details - The Arthit CCS Project, led by PTTEP, aims to reduce greenhouse gas emissions and is recognized under Thailand's Nationally Determined Contribution (NDC) Action Plan on Mitigation 2021–2030 [2] - The project will utilize existing infrastructure at the Arthit field while constructing new facilities, with a target operational capacity of approximately 1 million tonnes of CO2 per year [2] Engineering Scope - Technip Energies' responsibilities include detailed engineering for new CCS processing units and CO2 injection facilities, along with modifications to the existing Arthit Central Processing Platform [3] - This contract follows Technip Energies' successful completion of the Pre-FEED and FEED phases of the project between 2022 and 2023 [3]