Fourth Quarter and Year End 2025 Earnings MARCH 19, 2026 Disclaimer Forward Looking Statements This presentation contains forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995, which are subject to known and unknown risks, uncertainties and other important factors that may cause actual results to be materially different from the statements made herein. All statements other than statements of historical fact are forward-looking statem ...

Core Insights - Haffner Energy's CORE100 program has achieved 14 initial reservations within one month of its launch, indicating strong market interest in its industrial model for midsize biomethanol and hydrogen projects across Europe [1][4] Program Overview - CORE100 is an industrial reservation program for 100 standardized C-iC units, priced between €1,990,000 and €4,970,000 excluding taxes, aimed at facilitating financing for midsize clean fuel projects by lowering CAPEX and expediting development timelines [2][6] - The program is designed to operate over a three-year period, with production slots expected to fill quickly, intensifying demand as availability decreases [3][10] Market Context - The relevance of decentralized midsize clean fuel projects is underscored by current geopolitical instability and energy insecurity, with local residual biomass becoming increasingly important [4] - The program's standardized units offer a unique value proposition by combining security, resilience, economic competitiveness, and decarbonization [4] Economic Benefits - CORE100's approach includes mass production and modularity, leading to significant reductions in clean-fuel production costs, with target cost levels of approximately €2.34/kg for renewable hydrogen and competitive pricing for thermal syngas [6][12] - Estimated CAPEX reductions of over 50% compared to standalone units, with total reductions potentially reaching up to 65% when considering the elimination of heavy civil engineering [7] Production Schedule - The reservation period for CORE100 will last until July 30, 2026, with production scheduled to begin based on a structured timeline, prioritizing earlier reservations for production slots [9][10] - Customers not participating in the program may have to wait until after 2030 for access to these units due to limited availability [10] Company Background - Haffner Energy specializes in sustainable biofuel solutions, leveraging 33 years of experience in decarbonizing mobility and industry through competitive renewable biofuels [10]

Core Insights - Enefit, the electricity business of Eesti Energia AS, is expanding its energy storage portfolio by constructing three new battery storage systems in Lithuania, which will enhance its position in the Baltic energy storage market [1][2] Group 1: Expansion of Energy Storage - The new battery storage systems will have a combined capacity of 46 megawatts (MW) and 184 megawatt-hours (MWh), increasing Enefit's total storage capacity from 29 MW to 75 MW [1] - The projects include a 16 MW system next to the Kelme I wind farm, an 18 MW system next to Kelme II, and a 12 MW system next to the Šilalė II wind farm, all set to be completed in the first half of next year [2] Group 2: Investment and Efficiency - Enefit is investing a total of EUR 30.3 million in these projects, leveraging existing energy infrastructure and grid connections at the wind farms to implement the new storage solutions more efficiently [2]

Core Insights - The next market cycle is emerging around several powerful trends, with specific companies positioned to capitalize on these trends for long-term growth [2][22] Group 1: Key Companies - **Nvidia (NVDA)**: Central to the AI revolution, Nvidia's chips are essential for training and running advanced AI models, making it a key player in the digital infrastructure and AI sectors [5][9] - **Microsoft (MSFT)**: Positioned as a leader in enterprise AI and cloud computing, Microsoft is expected to benefit significantly from the monetization of AI at scale [6][10] - **Tesla (TSLA)**: Tesla is at the forefront of electrification, energy storage, and autonomous driving, with potential to shape the future of transportation [7][11] - **NextEra Energy (NEE)**: As a major renewable energy company, NextEra is well-positioned to meet the growing demand for cleaner energy solutions [8][12] - **Broadcom (AVGO)**: Plays a crucial role in semiconductor and infrastructure software markets, with expected growth in demand for networking and connectivity solutions as AI and data centers expand [13][20] Group 2: Market Trends - **Artificial Intelligence**: AI is transforming various industries, driving demand for computing power and software solutions [15] - **Data Infrastructure**: The rapid expansion of data centers and cloud computing is creating new opportunities for hardware and infrastructure providers [16] - **Energy Transition**: The shift towards renewable energy and electrification is reshaping the global energy landscape [17] - **Digital Transformation**: Companies are increasingly investing in software, automation, and digital platforms [18] Group 3: Investment Considerations - Identifying companies aligned with major structural trends can lead to long-term investment success, as these companies often outperform over time [19][22]

Group 1 - NextEra Energy, Inc. plans to conduct a $2 billion public offering of equity units to fund energy and power projects, with each unit valued at $50 [1] - The company will also offer underwriters the option to purchase up to $300 million in additional equity units to cover any overallotment [1] - Following the announcement, NextEra Energy shares fell approximately 1% in premarket trade [2] Group 2 - UBS raised NextEra Energy's price objective from $91 to $104 while maintaining a Buy rating, citing a significant need for increased power generation, especially for large-load clients like data centers [4] - The firm noted that next-generation transactions could enhance investor confidence and value [4] - NextEra Energy operates through two segments: Florida Power & Light (FPL) and NextEra Energy Resources (NEER) [5]

Company Overview - Zeo Energy Corp. is a diversified clean energy company that provides residential, commercial, industrial, and utility-scale solutions aimed at reducing costs and carbon emissions [3] - The company operates Sunergy, focusing on residential solar and distributed energy solutions in high-growth markets with limited competition [3] - Zeo also operates Heliogen, Inc., which specializes in long-duration energy generation and storage for high-demand applications such as AI and data centers [3] - The company's vertically integrated approach facilitates a cost-effective transition to 24/7 clean energy for its customers [3] Upcoming Events - Zeo Energy Corp. will participate in the 38th Annual ROTH Conference from March 22-24, 2026, at the Ritz Carlton in Dana Point, California [1] - CEO Tim Bridgewater will attend the conference and conduct one-on-one meetings with institutional investors and analysts [1]

The White House wants to pay TotalEnergies $1 billion to walk away from two offshore wind energy projects. How does that help address Trump's energy emergency? asks @liamdenning asks @liamdenning (via @opinion) https://t.co/hvDQspVCj0 ...

Core Insights - MBAK Energy Solutions, Inc. has commenced deliveries to customers across three continents, achieving a total delivery value exceeding $290,000 for March 2026, with plans to increase monthly delivery volumes to fulfill a $65 million order from India and other global clients [1][2] Group 1: Deliveries and Orders - The company has shipped an initial batch of 550 e-bicycles to a French customer, marking the beginning of what is anticipated to be a continuous order fulfillment process [2] - MBAK has also delivered Battery Energy Storage System (BESS) units to Zambia to support a renewable power project requiring 60 MwH [2] - Additionally, the company has started shipping the first 10 MwH of BESS units as part of a larger 100 MwH order for an Indian power customer [2] Group 2: Industry Participation - These deliveries follow a successful participation in the 2026 Asia Battery Show held in Hong Kong, where MBAK showcased various new industrial and consumer products [3]

Companies in the UK and Germany have received more inquiries for solar panels, heat pumps and EVs since the Iran war started https://t.co/zVVK0ixa4a ...

Core Insights - HyOrc Corporation reported successful results from its RDF-to-methanol test system, achieving 99.8% methanol purity and demonstrating continuous processing capability over a 60-day benchmark run [1][2][3] Group 1: Test Results and System Performance - The methanol system operated stably throughout the test period with no major interruptions, producing methanol with 99.8% purity and a net heating value of 1895 MMBtu per ton [2] - The test validated HyOrc's waste-to-fuel platform, converting RDF into high-quality methanol with controlled impurity levels [3] Group 2: Technological Advancements - HyOrc identified two patent-pending advancements aimed at improving gasification stability and temperature uniformity, which enhance syngas consistency and conversion efficiency [9] Group 3: Project Development and Financing - The company is in the process of certifying a 35 ton-per-day RDF gasification unit for integration into its planned 8 ton-per-day methanol facility in Porto, Portugal [4] - HyOrc has secured $150,000 in convertible financing to support its transition from pilot validation to commercial scale [7] Group 4: Market Context - The green methanol market is expanding, with major players like Equinor increasing their activity, indicating a growing demand for scalable, low-carbon solutions [6] - HyOrc's platform is positioned to convert low-cost waste into competitive green methanol, aligning with market trends [6]