RT Max (@MdeZegher)We want to help businesses and gas stations navigate the energy transition, avoiding wasted capital, always improving, and just getting it right.This is a good resource answering most questions in what makes Supercharger for Business so special. ...

The oil price is spiking, but what effect will it have on the energy transition? It's an energy ink blot test with something for all. Get the Readout with @allegrastratton https://t.co/Rg33XbI9du ...

Core Viewpoint - Superior Plus Corp. has declared a quarterly dividend of CAD $0.045 per common share, payable on April 15, 2026, to shareholders of record as of March 31, 2026, with an annualized cash dividend rate of CAD $0.18 per share [1] Group 1: Dividend Announcement - The Board of Directors of Superior Plus approved a quarterly dividend of CAD $0.045 per common share [1] - The dividend is classified as an eligible dividend for Canadian income tax purposes [1] - The annualized cash dividend rate is currently CAD $0.18 per share [1] Group 2: Company Overview - Superior Plus is a leading North American distributor of propane, compressed natural gas, renewable energy, and related products and services [1] - The company services approximately 750,000 customer locations in the U.S. and Canada [1] - Superior Plus focuses on delivering low carbon fuels to various sectors, including residential, commercial, utility, agricultural, and industrial customers not connected to a pipeline [1] Group 3: Industry Position - Superior Plus is positioned as a leader in the energy transition by providing low carbon fuels that help customers lower operating costs and improve environmental performance [1] - The company defines 'low carbon' and 'lower carbon' fuels as those with a lower carbon intensity than fossil fuels [1]

Industry Overview - The Zacks Alternative Energy - Other industry is divided into two main groups: one focuses on the generation and distribution of alternative energy, while the other is involved in the development and installation of renewable projects [2] - Global investment in the energy transition reached a record $2.3 trillion in 2025, marking an 8% increase from the previous year, indicating strong growth opportunities for industry participants [2] Trends in Alternative Energy - Wind energy is rapidly growing due to government support, public concern about climate change, and decreasing costs, with projections indicating the global wind industry will reach its second terawatt of capacity by 2030 [3] - The global wind industry is expected to add approximately 9.1 GW of capacity annually over the next five years, totaling 46 GW by 2029, with cumulative capacity projected to reach 196.5 GW [3] - The electric vehicle (EV) market is also surging, with nearly 2.1 million EVs sold worldwide in December 2025, contributing to a total of 20.7 million units for the year [4] - The global EV market size is projected to reach $6,523.97 billion by 2030, growing at a CAGR of 32.5% from 2025 to 2030, benefiting clean energy companies [4] Cost Challenges - Rising costs due to higher steel prices and U.S. import tariffs are creating financial pressure for wind project developers, despite strong demand [5][6] - The expiration of key U.S. tax credits is expected to increase project costs significantly, making renewable energy development more expensive [7] Industry Performance - The Zacks Alternative Energy industry has outperformed the Zacks Oil-Energy sector and the S&P 500 composite over the past year, with a collective stock surge of 33.1% compared to 18.3% and 17.4% respectively [12] - The industry currently carries a Zacks Industry Rank of 190, placing it in the bottom 22% of over 243 Zacks industries, indicating a negative earnings outlook [8][10] Company Highlights - **Montauk Renewables (MNTK)**: Specializes in biogas management and conversion, producing nearly 1.4 million MMBtu of RNG in Q3 2025, with a projected sales improvement of 3.5% year over year for 2026 [18][19] - **GE Vernova (GEV)**: Focuses on wind and electrification, securing 1.1 GW of U.S. onshore wind repowering orders in 2025, with a projected sales improvement of 17.5% year over year for 2026 [22][23] - **Constellation Energy (CEG)**: Aims to eliminate 100% of greenhouse gas emissions, with a projected sales improvement of 12.2% year over year for 2026 [26][27]

Copper prices recently hit all-time highs. Here's why it's taking a breather. There's a couple of reasons why copper has rallied lately alongside precious metals like silver and gold.One is general excitement over all things AI and the energy transition where copper is needed. Secondly, the broader rally on gold and silver have also drummed up interest in other metals like copper. There's also been some stockpiling going on in case the US imposes tariffs on the metal.There's a lot of reasons to be bullish a ...

Group 1 - Flowserve Corporation (NYSE:FLS) is recognized as one of the top 15 Industrial Machinery and Supplies stocks to buy according to hedge funds [1] - As of February 3, Flowserve had a moderately bullish analyst sentiment with coverage from 8 analysts, including 5 Buy ratings and 3 Hold ratings, and a median 1-year price target of $82 [1] - Deane Dray of RBC Capital maintained an Outperform rating on Flowserve and revised the target price estimate from $76 to $83, indicating a potential upside of approximately 5% from the current level [2][3] Group 2 - Dray's optimistic outlook for the Multi-Industry segment in 2026 is based on attractive valuations, datacenter momentum, and megaprojects expected to drive returns, despite sluggish demand for industrials [3] - Flowserve is a manufacturer and distributor of industrial flow management equipment, providing solutions such as industrial pumps, mechanical seals, and aftermarket services, along with maintenance services including diagnostics and repair [4]

Core Viewpoint - Lithium Royalty Corp. has filed a management information circular for a special meeting of shareholders to approve a plan of arrangement with Altius Minerals Corporation, which includes options for shareholders to receive either shares or cash as consideration for their shares [1][2]. Group 1: Arrangement Details - The arrangement allows shareholders to choose between receiving 0.240 common shares of Altius, C$9.50 in cash, or a combination of 0.160 common shares of Altius and C$3.166666 in cash, with aggregate cash consideration capped at approximately C$174 million and share consideration capped at 11,500,000 common shares of Altius [1]. - The proposed arrangement represents a premium of approximately 29.6% and 41.4% to the closing price and the 30-day volume weighted average trading price of LRC shares as of December 19, 2025 [1]. Group 2: Board Recommendation and Strategic Review - The Board of Directors, following a review by an independent committee, unanimously recommends that shareholders vote in favor of the arrangement, deeming it fair and in the best interests of LRC [1]. - The arrangement is the result of a strategic review process that assessed various alternatives, concluding that this option is more favorable than maintaining the status quo or executing the current strategic plan [1]. Group 3: Meeting and Approval Process - The special meeting for shareholders is scheduled for February 26, 2026, where a special resolution approving the arrangement will be voted on [1]. - Approval requires at least two-thirds of the votes cast by shareholders and a simple majority from common share holders, excluding certain votes as per regulatory requirements [1]. Group 4: Company Overview - Lithium Royalty Corp. is a lithium-focused royalty company based in Canada, with a diversified portfolio of 38 royalties related to the electrification and decarbonization of the global economy, particularly in the battery supply chain [2].

Core Insights - New Fortress Energy Inc. has received final approval for a 7-year Gas Supply Agreement with the Puerto Rican government, securing the delivery of approximately 75 TBtu of natural gas to support energy transformation initiatives on the island [1][2][10] Group 1: Agreement Details - The Gas Supply Agreement aims to provide reliable, lower-emission natural gas to enhance grid stability and support cleaner power generation across Puerto Rico's energy system [2][10] - This long-term partnership reflects a commitment to improving energy resilience in the region, building on New Fortress Energy's established presence in Puerto Rico [2][3] Group 2: Company Overview - New Fortress Energy Inc. is a global energy infrastructure company focused on addressing energy poverty and accelerating the transition to reliable, affordable, and clean energy [3] - The company owns and operates natural gas and liquefied natural gas (LNG) infrastructure, along with an integrated fleet of ships and logistics assets to deliver energy solutions to global markets [3]

Core Insights - Abaxx Technologies has completed full connectivity with Stellar Trading Systems, allowing global trading clients to access Abaxx's commodity futures contracts through Stellar's platforms [1][2] - The integration enhances access to Abaxx's suite of commodity futures contracts, including a physically-deliverable, USD-denominated gold futures contract in Singapore [3][4] - This partnership aims to expand the commercial ecosystem around Abaxx's growing suite of futures contracts and improve trading performance for institutions and brokers [4][7] Company Overview - Abaxx Technologies is focused on building smarter markets through better tools and technology, addressing challenges such as the energy transition [5][6] - The company is the majority shareholder of Abaxx Singapore Pte. Ltd., which owns Abaxx Exchange and Abaxx Clearing, and operates Abaxx Spot [6] - Abaxx Exchange provides critical market infrastructure for a low-carbon economy, offering centrally-cleared, physically-deliverable futures contracts in various commodities [7][8] Trading Infrastructure - Stellar Trading Systems offers low latency solutions that connect to Abaxx's commodity futures contracts, enhancing trading capabilities for firms already active in related markets [2][3] - The integration allows trading firms to extend their activities to Abaxx's futures benchmarks, leveraging Stellar's established infrastructure for trading battery materials and precious metals [3][4] - The collaboration aims to deliver a high-performance trading environment that meets the demands of speed, precision, and reliability for market participants [4]

What Trump’s policy pivot away from the energy transition means, and what happens if other leaders follow his example https://t.co/21tUjv1srz ...