One Indian state’s rejection of a coal-fired power proposal has reignited a debate around clean energy, writes @rajeshsing13 https://t.co/Tjz0Fi77Ol ...

Mr. Wayne Heili, Director Mr. Heili is a metallurgical engineer specializing in uranium recovery throughout his 35+ year professional career. Starting out in South Texas and later moving to Wyoming, Mr. Heili has held technical, managerial and senior executive roles in both major corporate and junior development uranium production companies. He served as Vice President of Mining and later as Chief Executive Officer of Ur-Energy Inc. as it advanced projects from conception to production. Mr. Heili most recen ...

Core Viewpoint - NexGen Energy Ltd. has announced its highest-grade uranium assay results to date from its 100%-owned Patterson Corridor East (PCE) project, indicating significant mineralization potential in the region [1][2][3] Group 1: Assay Results - Drill hole RK-25-256 returned 5.5 meters at 21.4% U3O8, including 2.5 meters at 46.1% U3O8 and 0.5 meters at 74.8% U3O8, marking a notable high-grade intersection [1][6] - The high-grade intersection in RK-25-256 is located 119 meters down-dip from drill hole RK-25-232 and 51 meters down-dip from RK-25-254, suggesting a continuous high-grade mineralization trend [2] Group 2: Mineralization Insights - The frequency of ultra-high-grade intercepts at both Arrow and PCE indicates a significant mineralizing event in the southwest Athabasca Basin [4] - The PCE project is interpreted to have a minimum dip extent of 215 meters of intense high-grade uranium mineralization from RK-25-254 to RK-24-222 [2] Group 3: Company Strategy and Positioning - NexGen is developing a uranium project portfolio aimed at providing a multi-generational nuclear fuel supply, emphasizing economic, environmental, and social outcomes [5] - The company controls over 190,000 hectares across 140 kilometers in the southwest Athabasca Basin, positioning itself as a leader in uranium exploration and development [5]

Tesla Inc. (NASDAQ:TSLA) is among the top 10 stocks to buy from Cathie Wood’s stock portfolio. As of the end of Q3 2025, ARK Investment Management’s holding in Tesla stood at $1.6 billion, up from $978 million at the end of Q2, as per its 13F filings. With that, the company accounted for 9.5% of ARK’s total 13F portfolio, up from 7.2% in the prior quarter. On November 26, Mizuho’s Vijay Rakesh reiterated an Outperform rating on Tesla Inc. (NASDAQ:TSLA) while trimming the price target to $475 from $485, ac ...

Core Insights - The Meizhou Pumped Storage Power Station Phase II project in Wuhua County has been fully commissioned, marking the first pumped storage project in the Guangdong-Hong Kong-Macao Greater Bay Area under the "14th Five-Year Plan" [1] - The total capacity of the Meizhou Pumped Storage Power Station has reached 2.4 million kilowatts, making it the strongest pumped storage power station in China in terms of clean energy absorption capacity, the highest level of domestic equipment manufacturing, and the largest market-oriented operational capacity [1] - Guangdong has six operational pumped storage power stations with a total installed capacity of 10.88 million kilowatts, becoming the first economic province in China to exceed 10 million kilowatts in operational pumped storage capacity [1] - Additionally, there are six pumped storage projects under construction with a total capacity of 7.4 million kilowatts, which are progressing rapidly [1]

Core Insights - NextEra Energy, Inc. (NYSE:NEE) is recognized as a strong slow growth stock following the approval of a rate dispute settlement by the Florida Public Service Commission [1] - UBS has reaffirmed a Buy rating and a price target of $96 for NextEra Energy, indicating confidence in the company's future performance [1] Group 1: Rate Settlement and Financial Impact - The Florida Public Service Commission has authorized a settlement with NextEra's subsidiary, Florida Power & Light (FPL), establishing new retail base rates and charges effective from January 2026 through at least December 2029 [2] - This agreement includes an annual retail base revenue growth of $945 million starting in 2026, with an additional $705 million in 2027 [2] Group 2: Future Growth Prospects - The settlement provides a positive outlook for NextEra Energy ahead of its analyst meeting on December 8, with UBS predicting EPS growth of 8% or higher [3] - Investments in data center expansion and generation and transmission facilities across the United States are expected to enhance NextEra's business outlook in Florida [3] Group 3: Company Overview - NextEra Energy, Inc. is a North American energy company involved in the generation, transmission, and distribution of electricity, with a diverse portfolio that includes wind, solar, nuclear, natural gas, and other clean energy sources [4]

Core Insights - The Qinghai Hainan Clean Energy Delivery Base Power Project has commenced, with Guangdong Energy Group as a major shareholder, representing Guangdong Province in this significant investment and construction initiative [1][4]. Project Overview - The project is the largest power generation base in China, with the highest proportion of renewable energy, involving a total investment of nearly 73 billion yuan. It is designed to have a total power generation capacity of 19.44 million kilowatts, including 6 million kilowatts of wind power, 9.6 million kilowatts of solar power, 2.64 million kilowatts of coal power, and 120,000 kilowatts of electrochemical energy storage for 4 hours [4]. - The project will utilize a ±800 kV ultra-high voltage direct current transmission line with a capacity of 8 million kilowatts to deliver electricity directly to Guangdong. Once completed, it is expected to generate an average annual output of 36 billion kilowatt-hours, significantly optimizing the national energy layout and supporting high-quality development in the eastern region [4]. Strategic Importance - Guangdong Energy Group emphasizes the strategic significance and far-reaching impact of the project, aligning with national energy security strategies and regional cooperation between Guangdong and Qinghai provinces. The group aims to execute the project with the highest standards and utmost dedication, transforming Qinghai's clean energy advantages into strong momentum for the green transition and high-quality economic and social development [6]. - As the largest and most powerful provincial energy enterprise in Guangdong, the group operates across 22 provinces with a total installed capacity exceeding 62 million kilowatts. The clean energy installed capacity accounts for 59.1%, an increase of 27.6 percentage points compared to the end of the 13th Five-Year Plan, reinforcing the foundation for high-quality development [6].

NextEra Energy, Inc. (NEE) is a major utility and clean-energy company that generates, transmits, distributes, and sells electric power to retail and wholesale customers across North America through a diverse mix of energy sources, including wind, solar, nuclear, natural gas and other clean-energy assets. Headquartered in Juno Beach, Florida, NextEra Energy’s market cap is around $178.1 billion. Companies worth $10 billion or more are generally described as “large-cap” stocks, and NextEra Energy’s market ...

Core Investment Thesis - Hydrogen fuel energy stocks are positioned as a strong long-term investment due to increasing global clean-energy demand, with green and low-carbon hydrogen capable of decarbonizing hard-to-electrify sectors [1][2] Industry Overview - Hydrogen-based electricity generation can alleviate renewable energy intermittency and grid bottlenecks, although it remains in early development stages [2] - The industry is capital-intensive, requiring significant funding for research, development, and large-scale project execution [12] Company Analysis: FuelCell Energy (FCEL) - FuelCell is strategically positioned to benefit from the rising demand for clean, reliable, and distributed power technologies, supported by government incentives and corporate decarbonization efforts [3] - The Zacks Consensus Estimate for FCEL's earnings per share shows a year-over-year increase of 1.56% in 2025 and 56.26% in 2026 [6] - FCEL's revenue estimates indicate a year-over-year increase of 34.69% in 2025 and 21.47% in 2026 [7] - FCEL has a lower debt-to-capital ratio of 19.4% compared to Bloom Energy's 62.57%, and trades at a lower Price/Sales (P/S) multiple of 1.07X [8][14][15] Company Analysis: Bloom Energy (BE) - Bloom Energy is well-positioned to meet the demand for low-carbon, on-site power technologies, with solid-oxide fuel cells that provide efficient, ultra-clean electricity [4] - The Zacks Consensus Estimate for BE's earnings per share reflects a year-over-year increase of 85.71% in 2025 and 78.75% in 2026 [6] - BE's revenue estimates show a year-over-year increase of 28.60% in 2025 and 37.74% in 2026 [10] - Bloom Energy's shares are trading at a premium with a P/S multiple of 9.4X [15][16] Comparative Analysis - Both FCEL and BE have strong backlogs due to the growing acceptance of fuel cell technology [5] - FCEL shows stronger revenue growth estimates for 2025, while BE leads in EPS growth estimates [8] - In the past month, shares of FCEL have decreased by 24%, while BE's shares have declined by 24.4% [18] Conclusion - Based on the analysis, FuelCell Energy has a slight edge over Bloom Energy due to better sales growth in 2025, lower debt-to-capital ratio, and a more attractive valuation, making it a preferable investment choice at this time [20]

Core Insights - Dragonfly Energy Holdings Corp. has launched the Battle Born Power Station Series, which includes the Battle Born Power Station 3000 and Power Station Pro 5000, aimed at professional and off-grid applications [2][5] - These power stations are designed for demanding environments, providing quiet, emissions-free power with a durable, weatherproof design [3][4] - The Power Station 3000 offers 3,000 watts of continuous output and 2.5 kilowatt-hours of LiFePO₄ energy storage, while the Pro 5000 provides 5,000 watts and 5.1 kilowatt-hours of storage [4] Product Features - The Battle Born Power Station Series is engineered for environments where consumer-grade products are inadequate, ensuring reliable performance in various settings [3] - Both models are safe for indoor and outdoor use, making them suitable for remote job sites and emergency scenarios [3] - The units eliminate the need for fuel, fumes, and routine engine maintenance, offering a long-term alternative to traditional gas and diesel generators [3] Market Positioning - The launch of these industrial-grade power stations positions Dragonfly Energy as a leader in the portable power market, particularly in applications where dependable power is crucial [5] - Pre-orders for the new models are currently available with special pricing, and initial shipments are expected to begin in Q1 2026 [5] Company Overview - Dragonfly Energy specializes in lithium battery technology, including cell manufacturing and battery pack assembly, and is recognized for its Battle Born Batteries brand [7][8] - The company employs a patented dry electrode manufacturing process, enabling it to produce chemistry-agnostic power solutions for various applications [8]