Members of Breakthrough Energy's policy team are back with a new organization, the Clean Economy Project, aimed at nudging lawmakers toward clean energy. https://t.co/LnpFzNVRZY ...

British Columbia moves to permanently block new crypto mining projects from its power grid, prioritizing clean energy for other industries.Read more: https://t.co/Qq9vad4aoM ...

Market Overview - The markets are currently perceived as constructive, with good earnings reported despite a lack of economic data, and expectations for rate cuts in an accelerating economy [2][3] - The S&P 500 equal weight index is being monitored to maintain key support levels, particularly the previous high [2][3] PG&E - PG&E is undergoing a transformation from post-bankruptcy recovery into a high-quality growth utility, driven by California's clean energy mandates and a favorable rate structure [4][5] - The company is expected to achieve approximately $13 billion annually in investments, supporting a projected 9% annual earnings growth [5] - Since its bankruptcy, PG&E's stock has increased by about 60%, indicating a positive technical setup with a bullish crossover of moving averages [6][5] Bank of New York Mellon - The selection of Bank of New York Mellon is influenced by the AI narrative and the broader trend of tokenization and digital assets [14][15] - The bank is expected to benefit from structural growth and efficiency gains, with a return on tangible common equity (ROCE) at 25.9% year-to-date, indicating strong profitability [16][17] - The stock is trading at under 15 times forward earnings, with an anticipated long-term earnings per share growth of about 10% [17][18] Alphabet - Alphabet is positioned strongly within the AI sector, with expectations for continued growth in search execution and cloud services, especially as it approaches its earnings report on October 29 [25][26] - The company is expected to report strong ad growth, although any miss could negatively impact sentiment, presenting a potential buying opportunity [27][28] - Technical analysis shows Alphabet trading near key support levels, with a focus on maintaining momentum as it approaches its earnings report [30][32]

Cypress Creek Renewables has announced the financial close for the Sundance solar and energy storage project in Elbert County in the US state of Colorado. The hybrid project, featuring 75MW of alternating current (MWac) of solar capacity and a 50MW/200 megawatt-hour (MWh) battery energy storage system, is a significant leap towards Colorado's clean energy objectives. The Sundance solar and energy storage project will provide sufficient energy to power 25,000 homes in Colorado through the CORE Electric Co ...

Group 1: Silver Market Dynamics - Silver prices have surged recently, setting new records and overshadowing gold, emerging as a key investment in 2025 [2][3] - Silver serves dual roles as a precious metal and an industrial commodity, with demand driven by both safe-haven investment and clean energy applications [3][4] - The combination of strong industrial demand and investor interest creates a scenario where silver prices can accelerate rapidly [4] Group 2: Supply Constraints - Silver is primarily a by-product of mining other metals like copper, zinc, and gold, leading to constrained supply even when prices rise [5] - Global stocks of silver in major markets have reached unprecedented lows, prompting traders to offer premiums for physical delivery, indicating a tight supply situation [5] Group 3: Economic Factors - Anticipated rate cuts by central banks lead investors to reallocate to non-yielding assets like silver, which is seen as an inflation hedge [6] - Geopolitical tensions and supply chain disruptions drive the "fear trade," making tangible assets like silver more attractive [7] Group 4: Historical Context - Previous instances of silver volatility have shown explosive growth followed by retreats, but the current industrial demand provides a stronger foundation than in past cycles [9] Group 5: Benefiting Companies - Companies benefiting from the silver boom include Wheaton Precious Metals, First Majestic Silver, Pan American Silver, and Hecla Mining, with some stocks rising by 30-60% year-to-date [10][16] Group 6: Future Outlook - Analysts predict that if industrial demand remains strong and central banks maintain a dovish stance, silver prices could reach as high as $65 per ounce by 2026, indicating a potential 20-25% increase from current levels [11] - The combination of green technology demand, tight supply, and investor enthusiasm creates a favorable environment for silver, making it a captivating trade for 2025 [13]

Core Viewpoint - American Battery Technology (ABAT) is experiencing significant volatility following the cancellation of a $57.7 million Department of Energy (DOE) grant, despite previously publishing a positive Pre-Feasibility Study on its lithium project [1][3]. Company Performance - ABAT shares increased by 100% over the month before plummeting by 57% in a few days after the grant cancellation [1]. - As of October 21, ABAT stock rebounded, gaining 38.56% on that day and an additional 2.86% in pre-market trading, reaching $6.90 [2]. Strategic Importance - Analysts believe ABAT is crucial for the domestic critical mineral supply chain, suggesting that its success should not depend solely on a single grant [3]. - The company plans to appeal the DOE's decision and remains optimistic about its future prospects [4][6]. Project Continuation - Regardless of the appeal outcome, ABAT intends to proceed with its lithium hydroxide production project without altering its timeline or scope [6]. - The project has received support from the Trump Administration's National Energy Dominance Council, which has expedited its permitting process [6]. Market Context - ABAT's strategy focuses on reducing U.S. reliance on foreign lithium, particularly from China, and aims to localize the entire battery supply chain [7]. - The growing AI sector and electric vehicle industry, both reliant on rare earths and lithium, could benefit ABAT's business model [8]. Investment Considerations - ABAT's stock currently trades at a price-to-book (P/B) ratio of 8.1x, significantly higher than the metals and mining industry's average of 2.4x, indicating high investor expectations for growth [9]. - The company's potential to benefit from increasing domestic lithium production demand may attract risk-prone investors willing to navigate price volatility [11].

Core Insights - Beam Global has partnered with Northwest Indian College (NWIC) to implement sustainable energy solutions, marking NWIC as the first accredited Tribal college to deploy Beam's solar-powered ebike charging system and EV ARC systems [1][3][4] Company Overview - Beam Global specializes in innovative and sustainable infrastructure solutions for transportation electrification, energy security, and smart city infrastructure [1][8] - The company is publicly traded on Nasdaq under the symbol BEEM and operates in the U.S., Europe, and the Middle East [8] Industry Context - The global ebike market was valued at approximately $61.89 billion in 2024 and is projected to grow to $113.64 billion by 2030, with a compound annual growth rate (CAGR) of 10.3% from 2025 to 2030 [6]

SpaceX alums are leaning on their knowledge of rockets to create technology that can generate clean energy here on Earth https://t.co/Ywdqw7sADa ...

Core Insights - Cypress Creek Renewables has achieved financial close on the Sundance Solar and Energy Storage hybrid project in Elbert County, Colorado, which includes 75 MWac of solar capacity and a 50 MW/200 MWh battery energy storage system [1][4] - The project aims to provide energy sufficient to power approximately 25,000 homes in Colorado, supporting the state's clean energy objectives [2] Company Commitment - The CEO of Cypress Creek Renewables emphasized the company's long-term commitment to Colorado, highlighting plans for further investments that will create jobs, generate local tax revenue, and provide reliable energy [3] - The project is expected to create up to 250 construction jobs and generate over US$9.5 million in property tax revenue over its 40-year operational life [3] Community Engagement - Cypress Creek has established a community working group in Elbert County to oversee the allocation of US$300,000 in direct community investment, ensuring a positive local impact [3] Financial Aspects - MUFG Bank Ltd. coordinated approximately US$190 million in construction financing for the project, with participation from BNP Paribas, DNB Bank ASA, and Santander [4] - Fifth Third Bank is acting as the tax equity investor for the project [4] Future Outlook - The Sundance Solar and Energy Storage project is projected to commence commercial operations by late 2026, contributing to Colorado's clean energy supply for decades [5]

Spain’s lower electricity prices are denting the country’s clean-energy deals boom with a sharp decline in valuations, global advisory firm Alvarez & Marsal said https://t.co/d5ZmpIx1A9 ...