Clean Energy
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X @The Economist
The Economist· 2025-09-19 19:40
China is tying its economic future to the clean-energy sector. Last year solar power, electric vehicles and batteries were responsible for 10% of its GDP. To officials, this is more compelling than high-minded talk about the future of the planet https://t.co/EA4iOosMCK ...
ETFs to Play the Potential $10 Trillion Nuclear Surge
ZACKS· 2025-09-19 16:51
Core Insights - Nuclear power is becoming increasingly important due to rising demand for AI and reliable energy generation, particularly for data centers that support AI applications [1][5] - A Bank of America report estimates that nuclear power represents a $10 trillion opportunity to address global energy shortages, driven by strong demand, government support, and a positive public outlook [2] - Goldman Sachs projects a significant increase in nuclear energy supply in the coming years, driven by the need for cleaner energy and reliable electricity [3] Industry Trends - The Trump administration is prioritizing nuclear power over wind and solar, offering support through loan guarantees and tax incentives [4] - The global AI market is expected to exceed $1 trillion by 2031, increasing the demand for nuclear power as tech companies invest in data centers [6] - Nuclear capacity needs to triple by 2050 to support global electrification, with over $3 trillion in investments projected over the next 25 years [7] Technological Developments - Small modular reactors (SMRs) are emerging as a solution to the challenges faced by large nuclear plants, potentially speeding up the deployment of new facilities [9] - SMRs are considered one of the most consequential energy technologies for the next 25 years, crucial for meeting rising energy demands [9] Investment Opportunities - Nuclear-focused ETFs are gaining momentum, reflecting a bullish outlook from investors [10] - Notable performance of nuclear ETFs includes: - VanEck Uranium+Nuclear Energy ETF (NLR): +22.02% over the past three months, +58.34% over the past year [10] - Range Nuclear Renaissance Index ETF (NUKZ): +16.17% over the past three months, +78.76% over the past year [11] - Themes Uranium & Nuclear ETF (URAN): +15.8% over the past three months, +37.54% year to date [11] - Global X Uranium ETF (URA): +27.07% over the past three months, +62.28% over the past year [11] - Sprott Junior Uranium Miners ETF (URNJ): +34.10% over the past three months, +26.76% over the past year [11]
OKLO Hit a Record High This Week. Here is Why.
Yahoo Finance· 2025-09-18 18:43
Core Insights - Oklo Inc. (NYSE:OKLO) experienced a significant share price increase of 29.55% from September 9 to September 16, 2025, marking it as one of the top-performing energy stocks during that week [1] Group 1: Company Developments - Oklo Inc. reached an all-time high following the announcement of plans to design, build, and operate a facility in Tennessee aimed at recycling used nuclear fuel into fuel for fast reactors, specifically the Aurora powerhouse [3] - The projected cost for the Tennessee facility is $1.68 billion, making it the first of its kind in the United States [3] - The company has completed a licensing project for the facility with the Nuclear Regulatory Commission and is currently engaged in pre-application discussions with the regulator [4] - Production of fuel for the company's small modular reactors (SMRs) is expected to commence by the early 2030s [4] Group 2: Industry Context - Oklo Inc. is backed by notable figures such as OpenAI's Sam Altman and focuses on developing advanced fission power plants to deliver clean, reliable, and affordable energy at scale in the United States [2]
X @Bloomberg
Bloomberg· 2025-09-18 10:56
Clean Energy Investment - The EU committed €1.3 billion (approximately $1.4 billion USD) to support Namibia's clean energy initiatives [1] Critical Materials Processing - The EU's investment aims to bolster local processing of critical materials in Namibia [1]
Why more investors should embrace ETFs
Yahoo Finance· 2025-09-18 10:41
Core Insights - The Investment Association (IA) report emphasizes the need for improved education and accessibility regarding ETFs, indicating that they are suitable for a broader range of investors, not just sophisticated traders [1][2] Group 1: ETF Awareness and Demographics - There is a growing appetite for ETFs, particularly among younger investors, with over 41% of ETF investors aged 18-34 and 68% being male, which is significantly higher than the overall male investor sample of 56% [3] Group 2: Reasons for Investing in ETFs - Key reasons for investing in ETFs include low costs, diversification, and access to specific index performance, with 46% of ETF investors citing low fees and cost-effectiveness as major factors [4][5] - 32% of ETF investors seek exposure to specific investment themes such as technology and clean energy, while 33% look for access to specific markets, industries, or sectors [6] Group 3: Diversification Benefits - The typical ETF investor's portfolio is more diverse, with 47% holding investment trusts/companies compared to only 21% of non-ETF investors, highlighting diversification as a significant reason for ETF investment [7] Group 4: Tax Efficiency - A notable 74% of ETF investors utilize a stocks and shares ISA, compared to 16% of all adults and 44% of non-ETF investors, indicating that ETF investors are more tax-savvy in managing capital gains and income [8]
Green Rain Energy Holdings (OTCID: $GREH) At The Forefront Of California "Clean Tech Renaissance" With $50 Billion In Projected State Investment
Accessnewswire· 2025-09-17 18:25
BEVERLY HILLS, CA / ACCESS Newswire / September 17, 2025 / Green Rain Energy Holdings Inc. (OTCID:$GREH) an ESCO company, announces its infrastructure growth plans for California as an estimated $50 billion plus allocated for the state's clean energy market. As private capital pours into renewable energy opportunities, California's massive clean energy market represents over $50 billion in investment opportunities by 2030, with state mandates requiring 100% clean electricity by 2045. ...
X @Bloomberg
Bloomberg· 2025-09-16 23:14
The Trump administration’s desire to amp up the production of oil, gas and coal while dismantling policies that back clean energy is hurting US competitiveness, according to Al Gore https://t.co/Gcj4GRG8Pg ...
Standard Uranium Announces Closing of First Tranche of Private Placement
Newsfile· 2025-09-16 21:48
Core Viewpoint - Standard Uranium Ltd. has successfully closed the first tranche of its non-brokered private placement, raising gross proceeds of $836,100 [1]. Group 1: Private Placement Details - The company issued a total of 7,751,250 non-flow-through units (NFT Units) at a price of $0.08 per unit, generating gross proceeds of $620,100, and 2,160,000 flow-through units (FT Units) at a price of $0.10 per unit, generating gross proceeds of $216,000 [2]. - Each NFT Unit consists of one common share and one-half of a common share purchase warrant, while each FT Unit consists of one common share and one-half of a warrant [2]. - The warrants allow holders to purchase one common share at a price of $0.15 until September 16, 2027 [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated for exploration of the company's uranium projects in Saskatchewan and for working capital [4]. - Proceeds from the sale of FT Units will specifically be used to incur Canadian exploration expenses and flow-through mining expenditures, with an effective renouncement date not later than December 31, 2025 [4]. Group 3: Additional Information - The company paid finders' fees of $33,275 and issued 393,450 non-transferable share purchase warrants to parties that assisted in the offering [3]. - A statutory hold period for all securities issued will last until January 17, 2026 [5]. - Certain officers and their affiliates participated in the offering, which is classified as a related party transaction [6]. Group 4: Company Overview - Standard Uranium is focused on uranium exploration and holds interests in over 233,455 acres (94,476 hectares) in the Athabasca Basin, Saskatchewan, which is known for its rich uranium deposits [8]. - The company's Davidson River Project spans 30,737 hectares and is considered highly prospective for basement-hosted uranium deposits [9]. - The eastern Athabasca projects cover over 42,384 hectares and are also deemed highly prospective based on historical occurrences and recent geophysical anomalies [10].
NexGen Announces Largest Ever Scholarship Program for Northern Saskatchewan Youth
Newsfile· 2025-09-16 16:22
Core Viewpoint - NexGen Energy Ltd. has launched its largest scholarship program to date, awarding 8 scholarships for the 2025-26 academic year, which doubles the number of young leaders supported through their community-focused initiatives [2][5]. Group 1: Scholarship Program Details - The scholarship program, initiated in 2017, has awarded a total of 38 scholarships, supporting students in various academic fields including Trades, College, and University programs [3][5]. - The 2025-26 scholarship recipients represent communities local to the Rook I Project, including Clearwater River Dene Nation, Metis Nation Local Region 2, Birch Narrows Dene Nation, and Buffalo River Dene Nation [3][5]. - Each scholarship awarded is valued at an average of $10,000 per year, aimed at covering educational needs for advanced technical studies [4]. Group 2: Community Engagement and Impact - The scholarship recipients have participated in multiple NexGen community programs since 2017, including the Summer Student Program and various training initiatives, with 123 and 522 participants respectively [5]. - The program is part of a broader initiative by NexGen to mentor and empower youth in the Local Priority Area, focusing on personal and academic success [4]. Group 3: Company Overview - NexGen Energy is focused on developing the Rook I Project, which aims to be the largest low-cost producing uranium mine globally, adhering to high environmental and social governance standards [6][7]. - The company is headquartered in Vancouver, British Columbia, and operates primarily in Saskatchewan, Canada, addressing global challenges in decarbonization, energy security, and access to power [7].
Is First Solar Stock Outperforming the Dow?
Yahoo Finance· 2025-09-16 14:14
Company Overview - First Solar, Inc. is a leading firm in renewable energy, specializing in thin-film solar modules and comprehensive solar solutions, with operations in module design, manufacturing, sales, and maintenance across the U.S., Asia, and beyond [1] Market Position - The company has a market capitalization of $21.63 billion, categorizing it as a "Large cap" stock, and is recognized for its advanced technology and global reach in utility-scale solar infrastructure [2] Stock Performance - First Solar's stock reached a 52-week high of $262.72 in September 2024 but has since declined by 21.2%. Conversely, it is up 77.6% from a 52-week low of $116.56 in April 2025. Over the past three months, the stock has gained 18.2%, outperforming the Dow Jones Industrial Average, which increased by 8.7% [3] - Over the past 52 weeks, First Solar's stock has declined by 9.5%, while the industrial index has gained 10.9%. Year-to-date, the stock is up 17.5%, outperforming the Dow Jones Industrial Average's 7.9% increase [4] - The stock has been trading above its 50-day and 200-day moving averages since late July, indicating strong momentum [5] Financial Performance - In the second quarter of fiscal 2025, First Solar reported net sales of $1.10 billion, an increase of 8.6% year-over-year, surpassing Wall Street's expectation of $1.03 billion. This growth was attributed to a rise in module sales to third parties [6] - Despite a decline in net income per share from $3.25 to $3.18 year-over-year, this figure exceeded analysts' expectations of $2.68 [6] - Following the earnings report, the stock surged 5.3% intraday on August 1, driven by the topline growth and an increase in full-year guidance. The net sales guidance was raised from $4.50 billion - $5.50 billion to $4.90 billion - $5.70 billion, and the EPS guidance was narrowed from $12.50 - $17.50 to $13.50 - $16.50 [7]