Liontown Resources (LINR.F) 2025 Conference August 05, 2025 03:20 AM ET Speaker0All right, welcome everyone to the final session of day two of Diggers and Dealers. My name's Cameron Bell, I'm from Canaccord Genuity's research team.First up, we have Tony Ataviano, the Managing Director and CEO of Liantown Resources. Prior to joining Liantown, Tony held senior executive roles with two of the world's largest mining companies, BHP and Rio Tinto, and has led across the mining value chain from strategy to operati ...

This energy storage system is not like others. It's made up of repurposed batteries from electric cars. This is the world's largest deployment of reused second life transportation batteries, and we believe it's also the largest microgrid operating in North America today.This is an incredibly low cost and simple way to deploy a huge amount of energy onto the grid. The 63 megawatt-hour microgrid is powering two modular data centers for AI infrastructure company Crusoe at Redwood Materials' new battery recycli ...

2 起点催能 12 起点理电 2025起点户储及便携式 储能电池巡回采访活动 聚焦电池好品牌 发现储能好产品 2 起点锂电 调研行程 调研前 调研启动 调研中 调研后 调研企业及路线确定 (提 活动启动宣传 企业走访调研、最新前沿 调研活动文章发布在起 前确定拜访行程) 行业和企业信息交流共享、 点锂电公众号、视频号 供需对接、 区域沙龙、 新 和抖音号等全媒体平台 闻报道持续跟踪等 寻访流程及内容 参观受访企业工厂 调研小组成员自我介绍 团队合影留念 受访企业高管介绍公司 行业前沿信息交流和合作空间探讨 调研活动报道文章发布 活动行程计划 聚焦电池好品牌 发现储能好产品 2025起点户储及便携式 储能电池巡回来访活动 | 赞助/权益 | 协办赞助 | 联合赞助 | | --- | --- | --- | | 2025起点锂电全国调研寻访活动数量 | 全程参与 (20+) | 参与(10+) | | 起点锂电微信冠名广告植入(1万/月) | 3个月 | | | 2025年全球锂电白皮书简版1份 | V | | | 全程寻访活动线上植入宣传 | 协办单位 | 联合赞助 | | 寻访旗帜企业名称+广告植入 | 协 ...

CMS Energy (CMS) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Company ParticipantsJason Shore - VP - IR & TreasurerGarrick Rochow - President, CEO & DirectorRejji Hayes - EVP & CFONicholas Campanella - DirectorConference Call ParticipantsJulien Dumoulin-Smith - II-Ranked & 'Hall of Fame' Research Analyst covering Power, Utilities & Clean EnergyOperatorGood morning, everyone, and welcome to the CMS Energy twenty twenty five Second Quarter Results. The earnings news release issued earlier today and the pre ...

Calgary, Alberta--(Newsfile Corp. - July 31, 2025) - Volt Carbon Technologies Inc. (TSXV: VCT) (OTCQB: TORVF) ("Volt Carbon" or the "Company") is pleased to announce its intention to complete a non-brokered private placement financing of up to 10,000,000 units (the "Units") at a price of C$0.02 per Unit for gross proceeds of up to C$200,000 (the "Offering"). Each Unit will consist of one (1) common share in the capital of the Company and one (1) common share purchase warrant (each a "Warrant"). Each Warran ...

Financial Performance - TETRA Technologies reported a second quarter 2025 revenue of $173.9 million, an 11% sequential increase from $157.1 million in the first quarter of 2025 [4][5] - Adjusted EBITDA for the second quarter was $35.9 million, up from $32.3 million in the previous quarter, reflecting a margin of 20.6% [2][5] - Net income before taxes for the second quarter was $19.4 million, a significant increase of $14.4 million sequentially [5][4] Segment Performance - Completion Fluids & Products segment revenue increased by 18% sequentially and 9% year-over-year, with adjusted EBITDA margins rising to 36.7% [6][7] - Water & Flowback Services revenue remained flat despite a 14% decline in U.S. frac activity, with adjusted EBITDA margins decreasing to 10% [8][9] Cash Flow and Balance Sheet - The company generated $48.3 million in net cash from operating activities during the second quarter, with total adjusted free cash flow of $26.5 million [20][5] - As of June 30, 2025, TETRA had cash and cash equivalents of $69 million and a net leverage ratio of 1.2 times adjusted EBITDA [22][21] Growth Initiatives - TETRA is advancing its Arkansas bromine processing facility project, having invested $44 million since 2024, with expectations to generate incremental revenue of $200 million to $250 million at full production [11][10] - The company is also focusing on emerging growth markets, including energy storage and produced water recycling, with significant potential for reshaping its business profile [13][19] Full Year Guidance - For the full year 2025, TETRA expects GAAP net income before taxes to be between $21 million and $34 million, with adjusted EBITDA projected between $100 million and $110 million [3]

Core Insights - The discussion revolves around whether QuantumScape Corporation is pursuing electrification or advancing energy storage technology [1] Group 1 - QuantumScape Corporation reported its Q2 2025 earnings, prompting discussions about its strategic direction in the energy sector [1] - The company is positioned at the intersection of electrification and energy storage, indicating potential growth opportunities in both areas [1]

Core Viewpoint - Eos Energy Enterprises, Inc. is set to release its second quarter 2025 financial results on July 30, 2025, with a conference call scheduled for the following morning to discuss the results [1] Group 1: Financial Results Announcement - The company will announce its second quarter 2025 financial results after the U.S. market closes on July 30, 2025 [1] - A conference call to discuss these results will take place on July 31, 2025, at 8:30 a.m. Eastern Time [1] Group 2: Shareholder Engagement - Eos has partnered with Say Technologies to allow both retail and institutional shareholders to submit and vote on questions prior to the earnings call [2] - The Q&A platform will open for registered shareholders on July 18, 2025, and will remain available until July 28, 2025 [3] Group 3: Conference Call Logistics - The live webcast of the earnings call will be accessible on the company's "Investor Relations" page [4] - Participants are encouraged to join the call fifteen minutes early to avoid delays [4] - A replay of the conference call will be available via webcast for twelve months following the live presentation [5] Group 4: Company Overview - Eos Energy Enterprises focuses on innovative energy storage solutions, specifically its Znyth™ aqueous zinc battery, which aims to address the limitations of lithium-ion technology [6] - The company emphasizes safety, scalability, and sustainability in its products, which are manufactured in the U.S. [6] - Eos was founded in 2008 and is headquartered in Edison, New Jersey [6]

Core Viewpoint - The article discusses the tender announcement for the construction of a new energy storage project in Tongren, which includes a 200MW/400MWh electrochemical independent energy storage station and associated infrastructure [1][2]. Project Construction Content - The project involves the establishment of one electrochemical independent energy storage station with a capacity of 200MW/400MWh, covering an area of approximately 46.9 acres. It will utilize containerized lithium iron phosphate batteries and a combined inverter-boosting station [2][4]. - Additional infrastructure includes the construction of a 110kV energy storage boosting station, approximately 4.5 kilometers of new 110kV transmission lines, 14 new towers, and various cable installations [2][4]. Tender Details - The tender will cover construction and important equipment and materials related to the project, with the expected tender date set for July 25, 2025 [3][4]. - The estimated investment for the project is 415.8 million yuan, funded through bank loans and corporate self-financing [4]. Administrative Oversight - The project will be supervised by the Tongren Municipal Development and Reform Commission, specifically the Energy Project Management Department [4].

Growth Drivers - ARKInvest 认为上个世纪电力和引擎将 GDP 增长率从 0.5% 提升至 3% [1] - ARKInvest 预测 AI、机器人、储能、区块链和多组学将推动 GDP 增长至 7% [1]