Construction has begun on the $524m (Won750.26bn) Lucy Solar Project, a Korean-led utility-scale investment in Texas being developed by a consortium of South Korean and US partners. The 350MW solar farm in Concho County is expected to generate 926 gigawatt-hours of clean electricity a year. The project is being developed by a group known as 'Team Korea', which includes EIP Asset Management, Hyundai Engineering & Construction (Hyundai E&C), Korea Midland Power (KOMIPO), Korea Overseas Infrastructure & Urb ...

$10 MILLION UPFRONT WITH UP TO APPROXIMATELY $15 MILLION OF POTENTIAL AGGREGATE PROCEEDS UPON THE EXERCISE IN FULL OF WARRANTSTHORNTON, Colo., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Ascent Solar Technologies, Inc. (NASDAQ: ASTI) (“Ascent” or the “Company”), today announced the closing of its previously announced private placement for the purchase and sale of an aggregate of 1,818,182 shares of common stock (or pre-funded warrants in lieu thereof), series A warrants to purchase up to 1,818,182 shares of common st ...

Core Insights - ELITE Solar has launched a new photovoltaic panel manufacturing facility with a capacity of 5 GW in the Suez Economic Zone, marking a significant milestone in the company's global expansion strategy [1] - The facility includes 2 GW for high-efficiency solar cells and 3 GW for solar module production, creating a fully integrated manufacturing platform for customers in public services, commercial, and industrial sectors worldwide [1] Company Overview - ELITE Solar, founded in 2005, is a global provider of high-efficiency solar solutions for public services, commercial, industrial, and residential markets [2] - The company is headquartered in Singapore with a branch in California, operating integrated manufacturing plants in Vietnam, Indonesia, and Egypt, covering the entire value chain from wafers to modules [2] - The vertically integrated model and global presence of ELITE Solar support its mission to enhance customer success and accelerate the transition to clean energy [2] Strategic Importance - The new facility supports local workforce development and strengthens the region's role in the global clean energy supply chain [1] - The plant's opening was attended by Egyptian Prime Minister Dr. Mustafa Madbouly, highlighting its significance for Egypt's renewable energy and industrial development goals [1] - ELITE Solar's approach combines centralized technological leadership and global standards with localized manufacturing in strategic regions, allowing the company to respond effectively to customer demand in the MENA region [1]

Company Overview - Nextpower specializes in providing products and services to the renewable power industry, particularly through solar-tracking technology that enhances electricity generation from solar panels [2] - Approximately 90% of Nextpower's revenue is derived from its solar-tracking technology, with a backlog of work valued at around $5 billion as of the end of Q2 fiscal 2026, indicating more than a year of work ahead [3] Financial Position - As of the end of Q2 fiscal 2026, Nextpower has no long-term debt and a cash balance of approximately $845 million, reflecting a strong financial foundation [4] - The company's price-to-sales ratio is 3.9, below its five-year average of 4.4, and its price-to-earnings ratio is 23, also below its five-year average of 26, suggesting reasonable valuation compared to the S&P 500 average P/E of 28 [5] Growth Projections - Nextpower anticipates revenue growth from $3.4 billion in fiscal 2026 to $5.2 billion by fiscal 2030, representing an overall sales increase of over 50% [6] - The sun-tracking business is expected to grow its revenue by only 20% during the same period, with new business lines projected to drive the majority of growth, reducing the sun-tracking technology's contribution to around 70% of total revenue by fiscal 2030 [7] Risk Considerations - While Nextpower has the financial strength to manage potential business missteps, there is a significant reliance on new business lines for long-term growth, which may concern conservative investors [8] - Successful execution of growth plans will be critical, as Wall Street may react negatively if the company fails to meet its growth targets [7]

Core Insights - Tokyo Century has established a joint venture with Downing to develop solar power projects in the UK, targeting a cumulative capacity of approximately 500MW [1] - The partnership signifies Tokyo Century's entry into managing the full life cycle of solar power plants outside Japan, from construction to operation [1][4] - The UK is viewed as a critical market for Tokyo Century's international renewable energy expansion [3] Group 1: Joint Venture Details - The joint venture will focus on pre-construction solar installations that have secured necessary grid connections and permits [2] - The initiatives are expected to generate stable, long-term revenue streams through the UK's contract for difference (CfD) scheme [2] - The JV aims to develop a solar portfolio across approximately ten sites by 2028 [1] Group 2: Strategic Importance - Downing will contribute its expertise in project development, asset management, and operational strategies within the UK and northern Europe [3] - The collaboration will involve joint decision-making on asset acquisitions, project financing, and divestment strategies [3] - Tokyo Century aims to enhance its business operations in Europe by leveraging Downing's established capabilities in solar asset management [4] Group 3: Revenue and Growth Potential - The JV aims to balance stable revenue generation with growth potential while contributing to clean energy solutions and decarbonization efforts [5] - Tokyo Century intends to build expertise in risk management and governance related to power plant construction and operations through this partnership [5] - The joint management approach with Downing is expected to accelerate the creation of a diversified portfolio that aligns with stable earnings and growth prospects [6]

Core Insights - The article discusses a strategic partnership between TGI Solar Power Group's subsidiary Advent Buzz and The ECO Channel to enhance the visibility and reach of Earth Week Miami® [1][5]. Partnership Details - A Letter of Agreement was signed on January 8, 2026, where Advent Buzz will provide digital marketing and merchandising support for Earth Week Miami® [2]. - The collaboration aims to drive engagement for The ECO Channel's programming and manage sales of branded merchandise related to Earth Week Miami® [2]. Key Partnership Highlights - Digital Promotion: Advent Buzz will implement digital marketing campaigns to promote Earth Week Miami® and its affiliated partners [3]. - Merchandising Strategy: The partnership includes dedicated support for marketing and sales of official Earth Week Miami® and ECO Channel-branded merchandise [3]. - Unified Messaging: Both parties will work closely to ensure consistent messaging across all platforms, with The ECO Channel maintaining creative direction [4]. Impact and Goals - This agreement is expected to significantly increase the visibility of Earth Week Miami®, connecting a wider audience with essential environmental programming and sustainable products [5]. - By leveraging Advent Buzz's marketing capabilities, The ECO Channel aims to enhance attendee experiences and extend its sustainability message through branded merchandise [5]. About Earth Week Miami - Earth Week Miami, scheduled for April 22-26, 2026, is a global event that gathers leaders from various sectors to promote sustainable solutions [9]. - The event serves as a platform for dialogue, innovation, and investment at the intersection of sustainability and economic opportunity [10].

Summary of China Solar Power Conference Call Industry Overview - The conference call focused on the **China Solar Power** industry, specifically discussing solar product prices, installation forecasts, and market dynamics. Key Points Solar Product Prices - Weekly solar product prices have seen a **1-2% increase** week-over-week (wow) for upstream polysilicon materials and downstream solar modules, while solar cell prices declined by **1%** [1] - Average market prices for n-type grade rod-type polysilicon rose to **Rmb53.4/kg**, and granular silicon to **Rmb50.5/kg** [2] - N-type wafer prices remained unchanged at **Rmb1.38/W** for 182mm products and **Rmb1.68/W** for 210mm products [3] - Average prices for TOPCon modules increased by **1.5%** to **Rmb0.68/W** for utility-scale projects and **4.2%** to **Rmb0.70/W** for distributed projects [4] - Solar glass prices remained stable at **Rmb11.0/m2** for 2.0mm and **Rmb18.3/m2** for 3.2mm products [5] Installation Forecasts - The annual module output in China for 2025 was reported at **563.2GW**, a **1.2% decrease** year-over-year (yoy) [4] - Solar installation demand is expected to remain muted in January until new project construction begins after the Chinese New Year [1] - Citi forecasts a **24% decrease** in PRC solar installations to **220GW** in 2026 due to reduced returns from larger-than-expected renewable market-based tariff cuts [1] Inventory and Production Dynamics - Polysilicon inventory at producer plants increased by **1%** to **306k tonnes** as of December 31 [2] - Downstream wafer plant inventory rose by **5.3%** month-over-month (mom) to **219k tonnes** [2] - Wafer inventory climbed **6.9%** wow to **23.2GW** as of December 31 [3] - The average inventory period for solar glass increased by **2.8%** to **39.1 days** as of December 31 [6] Company Preferences and Risks - In the PRC solar sector, the preference is for inverter companies like **Sungrow** and **Deye**, which are expected to benefit from high demand growth in energy storage systems [1] - Caution is advised regarding solar glass makers due to low average selling prices (ASP) and high inventory levels [1] - Key risks for **Deye** include lower-than-expected energy storage demand and increased price competition among inverter peers [19] - For **Sungrow**, risks include slower-than-expected solar installations and intensified trade tensions affecting exports [21] Valuation Insights - **Deye's** target price is set at **Rmb102.0/share**, based on a discounted cash flow (DCF) model, reflecting sustainable growth in energy storage demand [18] - **Sungrow's** target price is **Rmb240.00**, also based on a DCF valuation, indicating long-term potential returns [20] Additional Important Information - The conference call highlighted the importance of monitoring market dynamics and potential risks in the solar sector, particularly in light of changing tariff structures and inventory levels [1][19][21]

Core Insights - Ellomay Capital Ltd. reported its unaudited interim consolidated financial results for the three and nine months ended September 30, 2025, highlighting significant growth in revenues and profits compared to the previous year [1][2]. Financial Overview - Total assets as of September 30, 2025, were approximately €759.4 million, an increase from €677.3 million as of December 31, 2024 [4]. - Revenues for the three months ended September 30, 2025, were approximately €12.7 million, up from €12.3 million for the same period in 2024. For the nine months ended September 30, 2025, revenues were approximately €32.9 million, compared to €31.8 million in 2024, reflecting a 3% increase [4][7]. - Profit for the three months ended September 30, 2025, was approximately €10.1 million, compared to €6.6 million in 2024. For the nine months, profit was approximately €8.5 million, up from €3.3 million in 2024 [4][7]. - EBITDA for the three months ended September 30, 2025, was approximately €22.1 million, compared to €11 million in 2024. For the nine months, EBITDA was approximately €28.2 million, up from €17.6 million in 2024 [4][7]. Revenue Drivers - The increase in revenues was primarily driven by the Company's solar facilities in Italy and the USA that were connected to the grid in early 2024 and the second quarter of 2025, respectively. This was partially offset by lower revenues from Dutch biogas plants due to production issues and a fire incident at the Talasol facility [4][8]. Operating Expenses - Operating expenses for the nine months ended September 30, 2025, were approximately €14.4 million, slightly down from €14.5 million in 2024. This decrease was mainly due to lower feedstock acquisition costs, offset by new operating expenses from the Italian solar facilities [4][8]. Share of Profits - The share of profits from equity accounted investees was approximately €17 million for the nine months ended September 30, 2025, compared to €5.3 million in 2024. This increase was largely due to a gain on bargain purchase related to the acquisition of shares in Dorad Energy Ltd. [4][8]. Future Projects and Developments - The Company is advancing construction on new projects, including a 160 MW solar facility in Italy expected to be completed by the end of 2026. Additionally, 210 MW of solar projects have reached "Ready to Build" status [8][9]. - In the USA, the Company has completed construction on 49 MW of solar projects, with three connected to the grid and the fourth expected to connect soon. The Company is also exploring additional projects that qualify for current tax benefits [9]. - In the Netherlands, the Company received licenses to increase production at its facilities, with new regulations expected to enhance profitability starting January 2027 [10]. - In Israel, negotiations are ongoing with the Israeli Electricity Authority regarding compensation for delays and damages to the Manara project [11]. Comprehensive Income - Total other comprehensive loss was approximately €8.6 million for the nine months ended September 30, 2025, compared to a total other comprehensive income of approximately €2.6 million in 2024, primarily due to foreign currency translation adjustments [4][5].

Core Insights - The discussion focuses on companies that performed exceptionally well in 2025, with over 300 public companies doubling their stock prices, and the analysis aims to identify which of these companies may continue to thrive in 2026 [1][2]. Company Analysis - **Lemonade (LMND)**: This insurance technology company has seen a 114% stock rally in 2025, with accelerating top-line growth and a loss ratio below its target of 75%. The company is now cash flow positive and expects to reach EBITA break-even by the end of 2026, driven by its growing car insurance product [2][3]. - **Micron Technology (MU)**: A major player in the computer memory industry, Micron's stock has risen significantly due to skyrocketing demand for memory products, particularly driven by AI needs. The company has sold out its supply for 2026 and may see profit margins reach all-time highs, trading at 15 times its forward earnings [4][5]. - **Nextpower (NXT)**: Formerly known as Nextracker, this company specializes in solar tracking equipment for utility-scale solar installations. It has diversified into other components for solar projects and is positioned to benefit from the growing demand for solar energy, especially in the context of AI infrastructure [7][8]. - **D-Wave Quantum (QBTS)**: This quantum computing company has seen its stock rise over 230% in 2025. However, there are concerns about its declining bookings and performance obligations, indicating a lack of current enterprise adoption of its technology, which may lead to challenges in 2026 [12][14]. - **Opendoor (OPEN)**: This real estate iBuyer has quadrupled its stock price but faces skepticism regarding its ability to achieve profitability at scale. The company needs to significantly lower its cost structure and improve operational efficiency to justify its current market cap [15][16]. - **EMCOR (EME)**: This electrical and mechanical contractor is well-positioned to benefit from the AI infrastructure buildout, particularly in data centers and EV manufacturing facilities. The company is involved in significant electrical and mechanical installations, which are crucial for the growth of AI technologies [18]. - **Disney**: The company is leveraging its theme parks and cruise business while making strategic moves in streaming, including a recent deal with OpenAI. Disney's collection of assets is considered undervalued at 16 times earnings, presenting a compelling investment opportunity [19][20]. - **MercadoLibre (MELI)**: This Latin American e-commerce giant continues to show strong growth and competitive advantages. The company is exploring AI applications in logistics, which could enhance its operational efficiency and market position [21].

Core Viewpoint - PowerBank Corporation has announced the sale of three solar power projects to Solar Advocate Development LLC for approximately $41 million USD, which will support the company's growth as an Independent Power Producer while capitalizing on favorable market conditions created by recent legislation [2][3][4]. Transaction Details - The transaction involves the sale of Elmira, Jordan Road 1, and Jordan Road 2 solar projects, with a combined generation capacity of 16.87 MW [2][8]. - PowerBank will continue to construct the projects until they reach commercial operation, demonstrating its comprehensive development capabilities [2][4][8]. - The projects are positioned to qualify for New York State Energy Research and Development Authority NY-Sun Program incentives, enhancing their economic viability [8]. Strategic Rationale - The sale reflects PowerBank's strategy to selectively monetize development assets while focusing on expanding its Independent Power Producer portfolio [3][4][6]. - The partnership with Solar Advocate Development, spanning seven years and eleven projects, highlights the company's reputation for delivering high-quality solar assets [6][10]. Market Context - The transaction is set against the backdrop of the One Big Beautiful Bill Act, which has accelerated timelines for solar project development, allowing PowerBank to optimize its asset monetization strategy [3][4]. - The community solar market is identified as a high-growth segment, providing clean energy access to customers unable to install on-site solar [5]. Company Overview - PowerBank Corporation specializes in renewable energy development and independent power production, focusing on distributed solar and Battery Energy Storage System projects across North America [10][11]. - The company has developed and constructed renewable energy projects exceeding 100 megawatts of combined capacity and maintains a robust development pipeline of over one gigawatt of potential future projects [11].