Industry Overview - The demand for clean electricity is accelerating globally, driven by long-term structural trends and rapid technological advances [1] - The expansion of AI-powered data centers is significantly increasing electricity demand, alongside rising temperatures leading to higher air conditioning usage [2] - Government policies promoting decarbonization and clean energy are compelling utilities to shift towards renewable sources, supported by grid modernization efforts [3][4] GE Vernova (GEV) - GE Vernova focuses on grid modernization, renewable power, and decarbonization technologies, benefiting from a diversified business model [5] - The acquisition of the remaining 50% stake in Prolec GE enhances GEV's position in the global grid infrastructure market and is expected to accelerate growth in its Electrification segment [6][9] - GEV shows stronger solvency with cash and cash equivalents totaling $7.95 billion and no debt as of September 30, 2025 [12][13] AES Corporation (AES) - AES is making strategic investments in clean energy solutions and is well-positioned to benefit from growing electricity demand from data centers, with 4.2 GW of data center power purchase agreements (PPAs) in operation [7][8] - AES has a long-term debt of $26.46 billion and current debt of $4.39 billion, indicating a weaker solvency position compared to GEV [13][14] - The company has maintained its earnings estimates for 2025 while seeing a slight increase for 2026 [10][12] Financial Comparison - GEV's forward Price/Sales (P/S F12M) multiple is 3.65X, while AES's is 0.72X, making AES relatively more attractive from a valuation standpoint [15] - Return on Equity (ROE) for GEV is 17.07%, compared to AES's 18.83% [16] - In the past year, GEV shares have increased by 69%, while AES shares have risen by 4.5% [17] Investment Outlook - GE Vernova is favored for its robust financial stability and superior price performance, despite both companies currently holding a Zacks Rank 3 (Hold) [19]

Core Insights - Vistra Corp. (VST) shares have increased by 29.9% year-to-date, outperforming the Zacks Utility-Electric Power industry growth of 25.6% and the S&P 500 [1] - The company is focusing on strengthening operations through investments in retail, renewable energy, and storage assets, aiming for a cleaner and more sustainable portfolio [2] Performance and Demand - Strong residential and commercial demand in Texas, the Midwest, and the Northeast, along with high nuclear fleet availability, has enabled Vistra to meet growing power needs effectively [2] - The demand for clean electricity is rising, driven by AI-driven data centers and the electrification of oil field operations in the Permian Basin [8] Financial Stability - Vistra has hedged 98% of its expected output for the current year and 96% for 2026, enhancing financial stability and reducing market volatility risks [9] - The company's trailing 12-month return on equity (ROE) stands at 64.04%, significantly higher than the industry average of 9.95%, indicating effective utilization of shareholders' funds [13] Capital Return Program - Vistra is committed to increasing shareholder value through a share repurchase program and dividend payments, with a quarterly dividend of 22.7 cents approved for Q4 2025 [17] - The company has raised dividends 17 times in the past five years and has an additional $1 billion approved for share repurchases, with $2.2 billion remaining under the current authorization [18] Valuation - Vistra is currently trading at a premium valuation, with a forward 12-month price-to-earnings (P/E) ratio of 21.74X compared to the industry average of 15.24X [19] Strategic Positioning - The company is well-positioned to capitalize on the increasing demand for clean electricity and is expanding its portfolio with additional clean energy assets [20]

Small modular reactors (SMRs) -- the kind that NuScale Power is developing -- are smaller, faster to construct, and can be installed in remote locations that are otherwise not feasible for traditional nuclear reactors. Moreover, NuScale Power is the only nuclear company in the U.S. to have received approvals for its SMR designs from the U.S. Nuclear Regulatory Commission.2025 has been a wild ride for investors in NuScale Power. The nuclear energy stock shot through the roof in recent months, surging 200% in ...

Key Takeaways PEG boosts renewables and grid upgrades to strengthen its clean energy position.PEG plans $3.8B in 2025 and up to $26B through 2029 to expand programs and resilience.PEG targets net-zero by 2030 through efficiency efforts, EV infrastructure and storage additions.Public Service Enterprise Group, Inc. ((PEG) or PSEG, is prioritizing renewable expansion, which is expected to strengthen its position in the clean energy market. To better serve its customers, the company consistently invests in infr ...

Market volatility has returned in 2025, and investors are taking another look at how their portfolios are set up. The Utilities Select Sector SPDR Fund (XLU) is up 18.3% year to date as defensive stocks draw more attention. The appeal is straightforward because homes and businesses need electricity in any economy, which supports steady revenue even when markets are unsettled. AES (AES) fits this backdrop as a high-yield pick with a 5.1% annual dividend yield. The Arlington, Virginia-based utility reported ...

Key Points The Metals Company is a deep-sea mining startup that aims to extract polymetallic nodules from the Pacific Ocean. It doesn't have regulatory approval to mine nodules commercially, but a short-cut from the White House may help it get a commercial license. The company is pre-revenue and posting significant losses. 10 stocks we like better than TMC The Metals Company › At the bottom of the Pacific Ocean, in a region between Mexico and Hawaii, lie billions and billions of tons of polymetal ...

Eagle Energy’s Aurora uranium project in southeast Oregon. credit: Eagle Energy Metals Eagle Energy Metals reported Wednesday new metallurgical optimization results from its flagship Aurora uranium project in southeast Oregon.The company acquired the Aurora uranium project in 2024, which it says is the largest mineable uranium deposit in the US. Its land package spans the Oregon-Nevada border, with the mine on the Oregon side and the plant on the Nevada side.The results showed recoveries in the high-80% ran ...

Core Insights - BWX Technologies (BWXT) stock is positioned well to leverage current momentum due to strong margins, a low-debt capital structure, and significant demand for nuclear solutions [3][4]. Financial Performance - The company has a record backlog of $7.4 billion, reflecting a 119% year-over-year increase, driven by multi-year projects in defense and specialized materials [3]. - Recent Q3 2025 earnings report showed a revenue increase of 29% to $866.3 million, with EPS guidance for 2025 revised upward to $3.75-$3.80 [3]. - Over the last twelve months, BWX Technologies experienced a revenue growth of 14.0% and an average growth of 11.6% over the past three years [7]. Profitability and Margins - The company maintains an operating cash flow margin of approximately 14.7% and an average operating margin of 12.5% over the past three years [7]. - BWXT is currently ranked in the top 10 percentile of stocks based on a proprietary metric of "trend strength," indicating strong momentum [7]. Market Position and Strategy - BWX Technologies supplies nuclear components, reactors, fuel, steam generators, materials processing, and environmental restoration services for the naval propulsion and nuclear power industries globally [5]. - The company is strategically positioning itself for long-term growth in clean energy and defense markets, highlighted by its Innovation Campus and a C$1 billion SMR contract [3]. Stock Valuation - Despite the current momentum, BWXT stock trades 7.9% below its 52-week peak, suggesting potential for further growth [7].

Core Insights - Emerson has been selected by Lithium Americas Corp. to provide automation services for the Thacker Pass lithium project, which is crucial for U.S. clean energy initiatives [1][4] - The demand for lithium is projected to grow fivefold by 2040, driven by the increasing adoption of electric vehicles and renewable energy [2] - Thacker Pass is recognized as the world's largest known measured lithium resource, with Phase 1 expected to produce up to 40,000 tonnes of battery-quality lithium carbonate annually, sufficient for 800,000 electric vehicles [4] Company Contributions - Emerson will deliver a comprehensive automation portfolio and local technology support to ensure the safe and efficient operation of the Thacker Pass project [3][4] - The automation technologies provided by Emerson aim to enhance production efficiency, worker safety, and minimize environmental impact while reducing the project's total cost of ownership [4][5] - Caltrol, Emerson's Impact Partner, will establish a local service center for valve and instrument repair, ensuring rapid response and consistent engineering standards [5] Industry Context - The Thacker Pass project is essential for enhancing U.S. energy security and job creation, as the U.S. ranks third globally in known lithium resources [2] - The collaboration between Emerson and Lithium Americas is positioned as a significant step towards reducing dependence on foreign critical minerals and supporting North America's electrification efforts [4]

Within the bustling waterways of the Port of Los Angeles, there's a clean energy pilot program that's making a splash. This is Eco Wave Power. >> So, here we can see the Eco Power floaters.Uh when they go into the water, they start generating clean electricity. >> And it turns out this is actually the country's first ever onshore wave power site partnership with a company called Alta Sea and Shell Marine Renewable Energy. >> Wave Energy is kind of the new kid in the block of renewable energy.So most governm ...