Core Insights - Apollo Global Management Inc. (APO) is acquiring Eagle Creek Renewable Energy, a significant independent hydroelectric power platform in the U.S., which operates 85 facilities across 18 states with a total capacity of nearly 700 MW, enough to power over 260,000 homes [2] - The acquisition aligns with Apollo's strategy to scale energy transition assets in response to rising power demand from data centers and industrial infrastructure, with the company having invested approximately $59 billion in energy transition since 2022 [3] - BMO Capital initiated coverage of Apollo with a "Market Perform" rating and a price target of $132, highlighting the company's strong private credit capabilities but cautioning about potential pressure on earnings expectations as rate cuts approach [4] Company Overview - Apollo Global Management Inc. is a global alternative asset manager providing investment, credit, and retirement solutions across institutional and retail markets [5] - The company holds a significant position in the portfolio of billionaire investor Dan Loeb, with $180,884,250 worth of shares, representing 2.37% of his portfolio [1]

Group 1: Industry Overview - Peru aims to revitalize its energy and critical minerals mining sectors through partnerships with foreign firms to enhance oil production and initiate lithium mining projects [1][2] - The country has faced challenges in its energy and mining sectors due to political instability and security issues, which may threaten the current administration [1] Group 2: Lithium Mining Initiatives - Peru plans to sign an agreement with Saudi Arabia in November to develop lithium and other strategic minerals, marking a significant step towards participating in the global energy transition minerals market [2] - Although not currently a lithium producer, Peru has substantial lithium reserves and is expected to join the "lithium square" alongside Chile, Argentina, and Bolivia, which collectively hold over half of the world's lithium reserves [4] Group 3: Investment and Development - American Lithium is increasing its investment in the Falchani lithium project by 22% to $847 million following a favorable court ruling regarding concession rights [6] - Chevron has acquired a 35% working interest in three offshore blocks operated by Occidental, indicating ongoing interest in revitalizing Peru's oil production, which has significantly declined from a peak of nearly 140,000 barrels per day in 1995 to below 50,000 bpd [7]

As filed with the U.S. Securities and Exchange Commission on October 10, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _____________________________________ Alussa Energy Acquisition Corp. II (Exact name of registrant as specified in its charter) _____________________________________ | Cayman Islands | 6770 | N/A | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard In ...

Industry Trend - Large investors are betting that renewables are the future of energy [1] - Political shifts might have set back the energy transition [1]

Core Points - Northwest Natural Holding Company (NW Natural Holdings) will release its third quarter and year-to-date 2025 earnings on November 5, 2025, at 8 a.m. Pacific Time [1] - The company has been in operation for over 166 years and is headquartered in Portland, Oregon [3] - NW Natural Holdings provides essential energy, water, and wastewater services to over one million meters across seven states [4] Company Overview - NW Natural Holdings owns several subsidiaries, including Northwest Natural Gas Company, SiEnergy Operating, NW Natural Water Company, and NW Natural Renewables [3] - The NWN Gas Utility serves approximately 2 million people through about 807,000 meters in Oregon and Southwest Washington, with a modern pipeline system and 21.6 Bcf of underground gas storage capacity [5] - SiEnergy Gas Utility is one of the fastest-growing natural gas distribution utilities in the U.S., serving over 83,000 meters in Texas [6] - NWN Water Utility provides water distribution and wastewater services to around 195,000 people through approximately 78,600 meters, along with operation and maintenance services to an additional 40,000 connections [7] - NWN Renewables focuses on leading the energy transition by providing renewable fuels [8]

China’s new export controls over parts of the battery supply chain are the latest sign Beijing is willing to leverage its dominance over an industry vital to the energy transition https://t.co/oWldm2eSAU ...

Group 1 - The three major indices opened lower, with the Shanghai Composite Index at 3915.48 points, down 0.47%, the Shenzhen Component Index at 13633.19 points, down 0.67%, and the ChiNext Index at 3230.46 points, down 0.96% [1] - Zhongyuan Securities anticipates that the Federal Reserve has initiated a rate-cutting cycle, leading to a more accommodative global liquidity environment, which may enhance domestic monetary policy flexibility and boost market risk appetite [1] - The crowded midstream manufacturing sector may increase short-term market volatility risks, suggesting a balanced allocation strategy between growth and value styles [1] Group 2 - CICC indicates that the market has shown strong structural characteristics, with hotspots concentrated in growth sectors [2] - The strong demand for overseas AI computing power and China's clear energy transition goals are expected to drive structural opportunities in the stock market, with manufacturing upgrades being a long-term trend [2] - Recommended sectors for October include AI computing and robotics, innovative pharmaceuticals, consumer electronics, batteries, non-ferrous metals, engineering machinery, power grid equipment, and the livestock and feed industries [2]

Group 1 - The overall manufacturing PMI is still affected by external unfavorable conditions, but policies promoting "anti-involution" and the service sector have shown positive effects, leading to improved corporate confidence [1] - As external trade shocks gradually dissipate, the policy tone of expanding domestic demand and its actual effectiveness will be further reflected in the data [1] - The market expects the central bank to introduce further easing measures, which may boost market risk appetite [1] Group 2 - Recent market performance shows strong structural characteristics, with hotspots concentrated in growth sectors [2] - The strong demand for overseas AI computing power continues to be validated, and China's clear energy transition goals position it as a manufacturing powerhouse participating in technological innovation [2] - Recommendations for October include focusing on AI computing and robotics-related industries, innovative pharmaceuticals, consumer electronics, batteries, and non-ferrous metals [2]

Core Insights - Voltalia has commenced production at its Clifton Solar power plant in the UK, with a capacity of 45 megawatts, which will supply electricity for over 10,600 households and offset 11,600 tonnes of CO2 emissions annually [1][4] Company Developments - The Clifton Solar project, along with the Higher Stockbridge project under construction, has secured a Contract for Difference (CfD) for a fixed tariff over 20 years [2] - With the new projects, Voltalia's operational capacity in the UK now totals 134 megawatts, with an additional 79 megawatts under construction [3] - Voltalia has supported the development and operation of over 23 additional projects, totaling 195 megawatts, for third-party clients [3] Industry Context - Voltalia contributes to the UK's carbon neutrality and energy security goals by providing green energy amid high energy price volatility [4] - The company aims to support the national Clean Power goal of generating 95% low-carbon electricity by 2030 [4] Company Overview - Voltalia operates a total capacity of 3.3 GW, with a project portfolio under development amounting to 17.4 GW [5] - The company offers a comprehensive range of services in renewable energy, from project design to operation and maintenance [6] - Voltalia employs over 2,000 staff across 20 countries on three continents, enabling global operations [7]

Core Insights - The report "2025 Outlook: Navigating the Global Energy Landscape" by Nextcontinent analyzes key trends, structural changes, and challenges in the global energy sector as it transitions towards sustainability by 2025 [1] Group 1: Global Energy Demand and Supply - Global energy demand is projected to grow by 2.2% in 2024, with electricity demand increasing by 4.3%, driven by high temperatures, electrification, and digitalization [2][15] - Renewable energy sources are expected to account for 38% of the growth in global energy supply in 2024, with solar PV contributing approximately 480 TWh, doubling every three years since 2016 [2][16][17] - Fossil fuels will still dominate global energy supply, accounting for 65% of electricity generation in 2024, but their growth rate is slowing, with oil's share in total energy demand dropping below 30% for the first time in fifty years [2][16] Group 2: Geopolitical Influences - Geopolitical tensions, particularly in regions like the Middle East and Ukraine, are disrupting fossil fuel supply chains, highlighting the importance of key transit routes [3][43] - The concentration of critical mineral supply chains in China poses new vulnerabilities, with 85-95% of battery components and 80% of solar panels produced there [3][45] - Western nations are responding to these risks by localizing clean energy manufacturing through policies like the U.S. Inflation Reduction Act and the EU's Net Zero Industry Act [3][46] Group 3: Investment Trends - Global energy investment is expected to exceed $3 trillion in 2024, with around $2 trillion directed towards clean energy technologies [3] - Investment in solar energy is projected to surpass $50 billion, while other areas like grid infrastructure and battery storage are also seeing growth [3] - There are significant regional disparities in clean energy investment, with the U.S. reducing its clean energy funding while China and the EU continue to increase their investments [3] Group 4: Technological Innovations - Digitalization and technological advancements are reshaping the energy sector, with AI optimizing energy grid efficiency and predictive maintenance reducing unplanned outages by 35% [4] - The demand for electricity from data centers is surging, consuming between 240-340 TWh in 2022, which is expected to grow rapidly [4] - The energy sector is facing a skills gap, necessitating the development of talent in renewable energy, nuclear energy, and digital grid management [4] Group 5: Regional Insights - In North America, energy demand is declining due to efficiency gains, while renewable energy capacity is expected to triple by 2035 [27][28] - The European Union is rapidly reducing emissions, with a target of sourcing 80% of electricity from renewables by 2030 [29][30] - Asia, particularly China, is the fastest-growing energy market, accounting for over two-thirds of global oil demand growth and leading in renewable energy production [31]