Senate Republicans are threatening to hike taxes on clean energy projects and abruptly phase out credits that have supported the industry's expansion in the latest version of President Donald Trump's big spending bill.The measures, if enacted, would jeopardize hundreds of thousands of construction jobs, hurt the electric grid, and potentially raise electricity prices for consumers, trade groups warn.The Senate GOP released a draft of the massive domestic spending bill over the weekend that imposes a new tax ...

Core Insights - NextEra Energy, Inc. (NYSE: NEE) was previously rated as a Hold in April 2023 due to impressive results and strong clean energy tailwinds, but concerns were raised regarding rising debt levels and stretched financial metrics [1] Financial Performance - The company has shown growth in revenue, earnings, and free cash flow, which are critical investment criteria [1] - NextEra Energy benefits from favorable market conditions in the clean energy sector, contributing to its strong performance [1] Investment Characteristics - The company is characterized by excellent growth prospects, making it an attractive option for investors [1] - NextEra Energy is noted for its high free cash flow margins, dividend offerings, and share repurchase programs, aligning with investor preferences for steady growth [1]

Key Takeaways Nextracker has surged past FSLR in stock gains, up 38.4% in 3 months and 26.5% over the past year. FSLR boasts $19.8B in long-term contracts and plans to expand capacity to over 25 GW by the end of 2026. NXT hit 10 GW in India, landed a major EU project and acquired Bentek to boost U.S. supply chain.As clean energy investments continue to escalate worldwide, solar power has emerged as the fastest-growing energy source, brightening the growth prospects for key industry players like First Sola ...

Climate: Crunch Time For U.S. Clean Energy Incentives https://t.co/PA1RX3gvo9 https://t.co/PA1RX3gvo9 ...

Fusion technology, which seeks to recreate the same energy source that power stars, offers the promise of abundant clean energy, but the engineering challenges are significant https://t.co/XO7MhMbYwd ...

Climate: Crunch Time For U.S. Clean Energy Incentiveshttps://t.co/vljYefkUSl https://t.co/SGhM9qaPPx ...

Core Insights - Chart Industries, Inc. is set to discuss its Q2 2025 financial results on July 31, 2025, at 8:30 a.m. ET, with earnings release prior to market open on the same day [1] - The company provides a live Q&A session for participants, with specific dial-in information provided [2] Company Overview - Chart Industries is a global leader in designing, engineering, and manufacturing process technologies and equipment for gas and liquid molecule handling, focusing on clean power, clean water, clean food, and clean industrials [3] - The company has a diverse product portfolio used throughout the liquid gas supply chain, including engineering, service, repair, installation, preventive maintenance, and digital monitoring [3] - Chart is a prominent provider of technology and services related to liquefied natural gas, hydrogen, biogas, and CO2 capture, among other applications [3] - The company operates 64 global manufacturing locations and over 50 service centers across various regions, ensuring accountability and transparency [3]

Three relatively early stage companies with sizable addressable markets have caught the attention of one of Wall Street's leading asset managers. Nothing holds more importance on Wall Street than data. The problem is the amount of data announced via earnings reports and economic releases can easily overwhelm investors and allow something of importance to be overlooked. For instance, May 15 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F ...

Core Viewpoint - Cameco is positioned to benefit from the growing demand for nuclear power and the expected increase in uranium prices due to supply constraints and a shift towards clean energy sources [1][10]. Group 1: Company Overview - Cameco operates in the uranium mining sector, primarily supplying fuel for nuclear power plants and holding a minority stake in Westinghouse, a service provider for the nuclear industry [2]. - The company is seen as a way to invest in the nuclear power sector without direct exposure to the complexities of nuclear energy production [2]. Group 2: Industry Trends - Nuclear power is experiencing a renaissance as it is a clean energy source that does not produce greenhouse gases and can provide base load electricity, complementing intermittent renewable sources like solar and wind [5][6]. - The demand for electricity is projected to increase significantly, with a 55% growth expected in the U.S. from 2020 to 2040, driven by factors such as artificial intelligence, data centers, and electric vehicles [7][8]. Group 3: Supply and Demand Dynamics - Starting in 2030, demand for uranium is expected to outstrip supply, leading to a supply gap due to a slowdown in mine development following the Fukushima disaster in 2011 [10][11]. - The time-consuming and costly nature of building new mines suggests that the supply gap may persist, likely resulting in sustained or rising uranium prices as demand increases [11].

Elon Musk slammed the Senate’s latest version of President Donald Trump’s tax bill Saturday, raging online that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the US. https://t.co/rbQnwmybNf ...