TETRA Technologies (NYSE:TTI) FY Conference Summary Company Overview - TETRA Technologies is currently on a run rate of approximately $600 million in revenue and over $100 million in EBITDA, with EBITDA margins steadily increasing over the years, reaching 33% recently [1][3] - The company has divested from compression, offshore oil and gas, and decommissioning businesses to focus on water and flowback services and industrial chemicals in offshore oil and gas completion fluids [2] Financial Performance - Revenue for the trailing 12 months ended September was $362 million, the highest in a decade [3] - EBITDA margins have historically been in the mid- to high 20s, with a recent increase to 33% due to significant deep water wells completed in the Gulf of Mexico [3] - The calcium chloride business generated about $160 million in revenue with 30% EBITDA margins, which is not correlated to oil and gas [3] Strategic Focus and Growth Initiatives - TETRA is transitioning into sectors with higher growth opportunities beyond oil and gas, including battery storage and water treatment [5][14] - The company has seen a significant ramp-up in sales of a zinc bromide-based solution to EOS, increasing from $3 million in 2024 to approximately $20 million in 2025, with expectations of $50-$60 million in 2026 [5][6] - TETRA is developing technologies for water desalination and purification, targeting applications in crop irrigation and data center cooling [6][22] Market Dynamics and Competitive Position - TETRA is expanding its operations to extract bromine from the Smackover Formation in Arkansas to meet increasing demand from EOS and the offshore oil and gas market [7][27] - The company competes with larger firms like Schlumberger, Halliburton, and Baker Hughes, but maintains a market share of up to 30% due to its vertically integrated business model and unique chemistry know-how [11] Future Projections - TETRA aims to grow revenue from $600 million to $1.25 billion and EBITDA from over $100 million to about $325 million by 2030, with a balanced revenue mix from oil and gas, water treatment, and specialty chemicals [13][14] - The company plans to treat 500,000 barrels of produced water per day by 2030, translating to over $400 million in revenue and over $100 million in EBITDA [35] Operational Insights - TETRA's water treatment model involves cleaning produced water for beneficial reuse, with a focus on meeting the specifications required for data center operations [22][40] - The company has a solid balance sheet with a leverage ratio of 1.2 times and $50-$60 million in cash, positioning it well for future investments [28][29] Conclusion - TETRA Technologies is strategically repositioning itself to capitalize on high-growth markets in battery storage and water treatment while maintaining strong margins in its traditional oil and gas business, which is expected to create significant shareholder value [29][50]

RT Tesla Owners Silicon Valley (@teslaownersSV)The world's largest Tesla Supercharger is now open! 🌟 We did a resiliency test before the 2 week Holiday surge.Tesla Oasis is a game-changer - it's the first majority off-grid charger, powered by 10 Tesla Megapacks and 11 MW Solar.This beast has 164 stalls, including 12 towing stalls, plus restrooms and a lounge.The site can handle a massive 15.8MW of total peak usage and battery storage! 🚀 our stress test in Lost Hills, CA, pushed 7.5 MW - huge success! This i ...

RT Zack (@BLKMDL3)The Worlds Largest Tesla Supercharger is officially open!Tesla Oasis is the worlds first majority off grid charger featuring 10 Tesla Megapacks and 11 MW Solar, allowing 15.8MW of total peak usage and battery storage.This site has 164 stalls including 12 towing stalls, restrooms and lounge.Today’s successful stress test in Lost Hills, CA yielded 7.5 MW. Thanks @TeslaCharging for having us!@wholemars @teslaownersSV @Brand0n @dezmondOliver @MdeZegher ...

Core Insights - Edison International (EIX) is heavily investing in renewable energy, battery storage, electric-vehicle infrastructure, and grid modernization to support long-term decarbonization goals, with a market cap of $22.4 billion [1] Company Overview - EIX is classified as a large-cap stock, with a market cap exceeding $10 billion, indicating its size and influence in the regulated electric utility industry [2] - The company benefits from strong regulatory support, long-term capital programs, and a focus on system safety and reliability, maintaining a competitive advantage in the evolving electric utility landscape [2] Stock Performance - EIX shares have dipped 31.9% below their 52-week high of $84.21, reached on December 9, 2024, and have gained 7.4% over the past three months, underperforming the Nasdaq Composite's 8% rise [3] - Over the past 52 weeks, EIX has fallen 31.8%, significantly lagging behind the Nasdaq's 18.5% increase, and on a year-to-date basis, shares are down 28.3% compared to Nasdaq's 21.9% return [4] Financial Performance - On October 28, EIX reported a better-than-expected Q3 adjusted EPS of $2.34, a 55% increase from the same period last year, driven by higher revenue from the 2025 GRC final decision [5] - Despite the strong profitability, shares fell 1.2% in the following trading session due to an increase in core loss per share attributed to higher interest expenses, and EIX lowered its fiscal 2025 core EPS guidance to a range of $5.95 to $6.20 [5] Competitive Position - EIX has underperformed compared to its rival, PG&E Corporation (PCG), which declined 25.6% over the past 52 weeks and 25% on a year-to-date basis [6]

Core Insights - Nuvve Holding (NASDAQ: NVVE) experienced a significant increase in stock price, tripling in value after announcing a landmark battery storage aggregation deal in Japan [1] Company Summary - The agreement represents Japan's first battery storage aggregation deal involving existing infrastructure, indicating a major step forward in the country's energy sector [1] Industry Summary - This development highlights the growing importance of battery storage solutions in the energy market, particularly in Japan, which is increasingly focusing on renewable energy and energy efficiency [1]

Industry Overview - The power grid in America is experiencing increased strain due to artificial intelligence and electric vehicles, making battery storage the second largest contributor to new power grid capacity after solar [1] - Data center power demand is projected to increase tenfold by 2030, according to DNV [1] Company Performance - Eos Energy Enterprises (EOSE) has seen its stock price rise approximately 220% in 2025, indicating strong market performance [2] - Eos Energy specializes in zinc-based battery solutions for grid-scale energy storage, providing a safer and more durable alternative to lithium-ion batteries [3][5] - The company's market value is around $3.9 billion [3] Stock and Financial Metrics - EOSE stock has surged 220% year-to-date, significantly outperforming the S&P 500 Index's ~11% gain [4] - The stock has traded between $2.06 and $19.05 over the past 52 weeks, with recent trading around $15.25 [4] - Eos Energy has a high price/sales (P/S) multiple of approximately 250x, reflecting its early-stage status and expectations for rapid growth [5] Revenue and Guidance - Eos Energy reported record revenue of $15.2 million for Q2 2025, nearly matching its total sales for 2024 [6] - The company has reiterated its revenue guidance for 2025, projecting total sales between $150 million and $190 million [6] Funding and Financial Strategy - Eos Energy raised $336 million through concurrent equity and convertible note offerings, improving its liquidity [7] - The company received $22.7 million from its second DOE loan program advance, totaling $91 million in government aid since late 2024 [7] - Management extended the maturity of its 26.5% convertible notes to 2034, reducing interest costs to 7% starting in 2026 [7]

American asset manager Nuveen plans to spend as much as $330 million on a solar and battery project in Australia within the next year, as political uncertainty clouds the outlook for clean energy in the US https://t.co/mGFxgPGXFm ...

China’s top province for solar panels plans to accelerate the development of other renewables as well as battery storage, as it seeks to keep promoting clean energy while dealing with a glut of midday electricity https://t.co/m61ESEdrfD ...

Company Integration & Synergies - Tesla builds large-scale battery storage and solar panels, indicating vertical integration in the energy sector [1] - xAI has extremely high energy demands, suggesting potential synergy with Tesla's energy solutions [1] - Tesla might increase chip production, hinting at further vertical integration and reduced reliance on external suppliers [1] Future Outlook - Elon Musk's statement "Only gets better from here" implies a positive outlook for the integrated operations of his companies [1]

Battery investors are piling into Australia, chasing profits from tje world’s most volatile power market by deploying storage that buys low and sells high https://t.co/ybyGREzmbk ...