Geopolitics is key, but 2026 energy markets are moving on more than headlines. Here are five things to watch. First, the LG tsunami.2026 kicks off the largest supply expansion in history. As traders brace for a global surplus, project delays may be key to Henry Hub volatility. Second, the Oil Balancing Act.Supply from Gana, Canada, and Brazil is surging. OPEC Plus faces a tough choice. Lower output or lower oil prices.Third, the China swing. From crude stockpiling to refined product export licenses, a singl ...

Core Insights - Homerun Resources Inc. has received monthly settlements from a CDN$6,000,000 financing agreement with Sorbie Bornholm LP, with the first settlement amounting to $206,784.86 and the second to $223,645.48 [1][2][3] Financing Details - The first settlement was dated December 15, 2025, with a gross proceeds of $206,784.86, translating to a "Sorbie Effective Price" of $0.7682 per share, and included the release of 269,167 shares from escrow [2] - The second settlement was dated January 15, 2026, with gross proceeds of $223,645.48, resulting in a "Sorbie Effective Price" of $0.8309 per share, also involving the release of 269,167 shares from escrow [3] Media Services Contract - Homerun Resources Inc. has entered into a media services contract with Market One Media Group Inc., which will provide tailored marketing programs for the company for a fee of $202,000 plus applicable taxes over a 12-month term [4] - No securities will be issued to Market One in exchange for the services, and Market One currently holds no securities in Homerun [5] Company Overview - Homerun is focused on building a silica-powered backbone for the energy transition across four verticals: Silica, Solar, Energy Storage, and Energy Solutions, leveraging a unique high-purity low-iron silica resource in Bahia, Brazil [6][7] - The company aims to create a scalable, vertically integrated platform for clean energy manufacturing in the Americas through disciplined execution and strategic partnerships [7] Industry Focus - The company is involved in securing high-purity low-iron silica for solar glass and advanced energy materials, developing a high-efficiency solar glass plant in Latin America, and advancing silica-based thermal storage systems [10]

Core Insights - Schneider Electric has launched the Accelerating Resilient Infrastructure Initiative to enhance U.S. energy systems through community-based energy solutions [1][2][3] - The initiative aims to mobilize $7.5 billion in financing for projects including microgrids, solar energy, battery storage, and EV charging [2][5] - The initiative is timely as it coincides with federal incentives for clean energy projects, allowing communities to expedite the deployment of resilient energy infrastructure [3][4] Initiative Details - The initiative involves over 20 partners, including Microsoft, AlphaStruxure, and Zurich, to provide innovative solutions and financing [2][6] - It focuses on deploying distributed energy resources (DERs) to alleviate grid stress and reduce energy costs, with technologies such as solar panels and battery storage [4][5] - The initiative addresses the urgent need for resilient energy infrastructure, as power outages cost the U.S. economy approximately $150 billion annually [4] Financing and Delivery - Project developers have identified $7.5 billion in capital to finance energy resilience projects across various sites, including municipal facilities and hospitals [5][7] - Solutions can be delivered through long-term service agreements like Energy as a Service (EaaS) contracts, which convert upfront costs into predictable payments [8] - Energy Savings Performance Contracts (ESPCs) allow organizations to fund upgrades through operational savings, facilitating reinvestment into local priorities [8] Technology and Implementation - The initiative promotes the use of Schneider Electric's EcoStruxure Microgrid Flex system and Energy Control Center, integrating digital controls and advanced analytics [9][10] - Microgrids are highlighted as a key component, providing reliable power during outages and reducing dependence on the centralized grid [10] - Examples of projects include a 6.5-megawatt microgrid in Maryland and a 2.9-megawatt solar and microgrid system in New Jersey, both aimed at enhancing energy resilience and sustainability [13]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The global energy transition is significantly driven by the increasing share of renewable energy, which is projected to reach 63.6% of total installed capacity by 2029, up from 43.8% in 2023 [16] - The solar photovoltaic (PV) segment is the fastest-growing renewable energy source, with a projected CAGR of 24.4% from 2024 to 2029 [21] - The energy storage system (ESS) market is expected to see substantial growth, with annual shipments projected to reach 793.0 GWh by 2029, reflecting a CAGR of 31.1% from 2024 to 2029 [51] Chapter Summaries Chapter 1: Overview of Global Solar Photovoltaic Market - The share of renewable energy in global electricity generation increased from 25.2% in 2019 to 29.1% in 2023, expected to reach 45.0% by 2029 [16] - The cumulative installed capacity of solar PV grew from 586 GW in 2019 to 1,467 GW in 2023, with a CAGR of 25.8% [25] - The global solar PV market is driven by dual carbon goals, ESG criteria, energy security, technological improvements, rising electricity demand, government incentives, and international cooperation [26] Chapter 2: Overview of Global Energy Storage System Market - Energy storage systems (ESS) are categorized into mechanical, electromagnetic, electrochemical, thermal, and chemical storage technologies [36] - The demand for ESS is increasing due to the need for stability in energy prices and the intermittency of renewable energy sources [36] - The global ESS market is expected to grow significantly, driven by the expansion of renewable energy projects and the need for energy efficiency [51] Chapter 3: Development of the Global Fully Modular Energy Storage Solution Market - Fully modular energy storage solutions are gaining traction due to their advantages over traditional non-modular systems, including flexibility and efficiency [29] - The market for fully modular energy storage systems is expected to expand as technological advancements continue to improve performance and reduce costs [29] Chapter 4: Global Fully Modular Energy Storage Market: Competition & Case Studies - The report provides an overview of key players in the fully modular energy storage market, highlighting competitive dynamics and case studies [34]