Group 1 - Meta has expanded its renewable power portfolio by adding over 1 gigawatt of generating capacity through recent deals [1][2] - The company will purchase 791 megawatts of solar and wind power from Invenergy in Ohio, Arkansas, and Texas, and acquire environmental attributes from two solar farms in Texas totaling 360 megawatts from Adapture Renewables [1][2] - These projects are expected to come online in 2027 and 2028, continuing Meta's trend of significant renewable energy investments [2] Group 2 - Meta's recent renewable energy deals come at a time when subsidies for renewable technologies are being targeted for elimination in legislative discussions [3] - Solar power is identified as the fastest method for data centers to acquire new power, with typical solar farms being completed in about 18 months [3] - Phased construction of solar farms allows for some power generation to begin even sooner than the full completion timeline [3]

June 23, 2025 05:03 AM GMT Investor Presentation - Energy & Utilities | Japan Japan Summer School: Japan Energy Policy and Powering AI M Foundation Morgan Stanley MUFG Securities Co., Ltd.+ Reiji Ogino Equity Analyst Reiji.Ogino@morganstanleymufg.com +81 3 6836-8930 Energy & Utilities Japan Industry View In-Line 2 Foundation Foundation M The Future of Energy in Japan Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that th ...

RAPID CITY, S.D., June 26, 2025 (GLOBE NEWSWIRE) -- Black Hills Corp. (NYSE: BKH) today announced the release of its 2024 Corporate Sustainability Report, showcasing the company’s continued commitment to a resilient energy future through safe, reliable and cost-effective energy solutions. “For 141 years, we’ve powered progress through the delivery of electricity and natural gas. Today, our sustainability efforts are integrated into every part of our business,” said Linn Evans, president and CEO of Black Hil ...

Key Takeaways ETR plans to invest $37B by 2028 to upgrade grid infrastructure and expand renewable energy. Entergy's 2025 sales are expected to grow 5.6% year over year, with 9.5% long-term earnings growth. ETR shares have gained 52.3% in the past year, far outpacing the utility industry's 16.6% growth.Entergy Corporation (ETR) focuses on consistent investments in infrastructure upgrades to better serve its customers. The company is also steadily expanding its renewable generation portfolio. Given its str ...

Key Takeaways SHCCIG Yulin will license four key LyondellBasell technologies for its new petrochemical plant. LYB's technologies will enable SHCCIG Yulin to produce advanced polypropylene and polyethylene products. Spheripol and Spherizone processes will boost SHCCIG Yulin's production efficiency and product diversity.LyondellBasell Industries N.V. (LYB) has announced that SHCCIG Yulin Chemical Co., Ltd. will license four essential technologies for a significant new petrochemical facility in Yulin City, S ...

Key Takeaways PBF shares climbed 12.9% in 3 months, outpacing PSX's drop and MPC's 10.4% gain. Strong refining complexity and a $200M cost-saving plan aim to boost efficiency and margins. Despite trading at 0.48X P/B TTM, PBF lags peers in renewables, risking market share losses.PBF Energy Inc.’s (PBF) shares have gained 12.9% in the past three months, outperforming the Zacks Oil & Gas- Refining and Marketingindustry’s decline of 0.3%.Among other stocks from the same sector, Phillips 66 (PSX) has register ...

Key Takeaways Factors That May Hinder AEP Stock As of March 31, 2025, American Electric Power had 23,200 MW of generating capacity, with 10,700 MW being coal-fired. The company is evaluating the effects of four new Environmental Protection Agency regulations on its generating fleet, which may significantly impact its operating results as it refines cost estimates for complying with these regulations while meeting its obligations to provide reliable and affordable electricity. As of March 31, 2025, American ...

Core Insights - Takanock, LLC has secured $500 million in capital commitments from ArcLight and DigitalBridge to enhance power infrastructure solutions for data centers in constrained markets [1][2][6] - The company aims to address critical energy constraints faced by data centers, particularly in Tier I and II markets, by providing innovative and scalable power solutions [2][9] Company Overview - Takanock was established in 2023 to tackle power shortages that limit data center development [2][8] - The company focuses on integrated power solutions that enhance grid stability and support renewable energy integration [9] Leadership and Expertise - Takanock is led by Kenneth Davies, who has extensive experience in energy and digital infrastructure, previously founding Google Energy and heading Microsoft's renewable strategy [3][4] - The leadership team's expertise is crucial for delivering innovative solutions to the power challenges in the data infrastructure sector [3][4] Strategic Partnerships - The partnership with ArcLight and DigitalBridge is significant for operationalizing digital power solutions in premier data center markets [4][5] - ArcLight and DigitalBridge bring operational capabilities and industry connectivity that will help Takanock accelerate time to power for new data center deployments [4][5] Innovative Solutions - Takanock provides flexible on-site power solutions that serve as prime power until substations are completed, reducing the burden on local utilities [4][6] - The company's solutions are designed to minimize environmental impact while enhancing grid support for renewable energy sources [5][9] Market Position and Growth - Since early 2024, Takanock has been assembling a strategic portfolio of sites across the U.S. and is executing digital power deployment under long-term contracts in Northern Virginia and Phoenix [6][9] - The company aims to meet the increasing compute-intensive needs of hyperscalers and large-scale data center operators [4][6]

I wrote about Nextracker Inc. (NASDAQ: NXT ) previously with a buy rating, as I expected, it to capitalize on the demand for renewable energy. The share price has reacted quickly since my last post, and my view is thatI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing ...

MasTec (MTZ) 2025 Conference June 24, 2025 10:55 AM ET Speaker0 Good morning. Welcome to the JPMorgan Energy Power Renewables and Mining Conference. Thank you all for attending. My name is Drew Chamberlain, Clean Energy Analyst here. Very excited to be joined by MasTec's CFO, Paul DeMarco. Well, you very much for being here. Speaker1 I appreciate it. It's the first time here and thanks everyone for the interest today. Speaker0 Well, great. I think it's probably best to just get kicked off the topic of jazzu ...