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3.5GW/11.4GWh太阳能+储能项目中标
中关村储能产业技术联盟· 2025-10-10 09:46
文 | 中关村储能产业技术联盟 澳大利亚政府公布了第四轮容量投资计划(CIS)招标结果,共授予11.4GWh太阳能+储能项目合同。 本轮招标共有20个项目成功中标,获得了6.6GW可再生能源发电容量的长期合同。 澳大利亚气候变化与能源部长 Chris Bowen 于10月9日确认了招标结果。 20个中标项目涵盖太阳能、风能及电池储能技术 ,其中太 阳能+电池混合开发项目在入选项目中表现突出。 此次分配的6.6GW容量标志着通过CIS计划支持的可再生能源基础设施规模进一步扩大。此前多轮招标已确立该机制作为澳大利亚清洁 能源转型政策的基石。 本轮CIS招标最初计划在覆盖该国东部及南部各州地区的国家电力市场(NEM)中采购6GW可再生能源发电容量。 Chris Bowen证实 本轮招标共收到84份投标书 ,总容量达25.6GW,是6GW目标容量的四倍多。 最新招标结果规模反映出开发商对该计划收入保障模式的信心日益增强,也体现了招标过程实现的竞争力价格。 电池储能技术在中标项目组合中占据重要比重, 太阳能+储能混合项目在评标过程中展现出强劲竞争力。 中标项目组合中的电池储能系统将在间歇性可再生能源发电期间提供关键的电 ...
美股异动|Constellation Energy股价创历史新高绿色战略赢投资者青睐
Xin Lang Cai Jing· 2025-10-09 22:49
来源:市场资讯 作为美国最大的无碳能源生产商之一,Constellation Energy的业务重心在于可持续发展。公司拥有庞大 的发电船队,包括核能、水电、风能和太阳能发电设施,贡献了全美约10%的无碳能源。这种绿色商业 模式契合全球向清洁能源过渡的趋势,而公司的环保承诺也被视为推动股价上升的重要因素之一。 然而,净利润下滑的现实仍对投资者构成挑战。尽管如此,公司通过提供无碳能源产品与服务来降低客 户碳足迹的战略定位,不仅符合政策要求,也契合市场对清洁能源与日俱增的需求。这些因素可能进一 步巩固其在能源市场中的领先地位。 对考虑投资Constellation Energy的投资者而言,关注公司如何平衡运营成本与利润之间的矛盾是关键。 随着全球绿色政策支持力度的加大,Constellation Energy的未来发展潜力充满希望。大资金和散户的增 持可能是对其绿色战略的信任表现,推动股价上涨。 总体来看,Constellation Energy的市场表现受多因素影响,包括收入增长与利润下降的差异及其在绿色 能源领域的领先地位。尽管面临一些短期挑战,但其长期增长潜力依然值得期待。在绿色能源的浪潮 下,该公司可能 ...
LandBridge Announces Solar Project Transaction with a Leading Energy Infrastructure Developer
Businesswire· 2025-10-09 21:45
announced it has finalized the sale of a solar project to a leading, publicly-traded energy infrastructure developer. In connection with the transaction, LandBridge received an upfront cash payment and the right to receive contingent future cash payments based on the achievement of certain developmental milestones. The solar project is a 3,000-acre photovoltaic solar energy generation project in Reeves County, Texa. HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge†) today ...
ASX Market Open: Mid-week bounce can’t save morose W41 from overall fall; Bullock hearing to come | Oct 10
The Market Online· 2025-10-09 21:37
Join our daily newsletter At The Bell to receive exclusive market insightsASX today – Australian shares are heading for a -0.29% drop at open on Friday, which would guarantee a maudlin Week 41 comes into the weekend down overall, even despite that Wed-Thursday pop that ticked things back slightly.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.With both gold and oil prices falling back from their mid-wee ...
Change Today for Tomorrow | Megapack
Tesla· 2025-10-09 19:26
We're in Collie right now. This is Mari Farm and we're about 200 km from Perth which is known as the most isolated city in the world because of our remoteness and self-reliance. We're working very hard to try and mitigate effects of climate change, which is why we're obviously so supportive of renewable energy happening here in our our local area because the weather and our climate are what us farmers need to make our business work.If global warming continues and our water resources continue to shrink, then ...
Is Berkshire Strengthening Oil & Gas Business With OxyChem Buyout?
ZACKS· 2025-10-09 17:51
Core Insights - Berkshire Hathaway (BRK.B) is acquiring Occidental's chemical business, OxyChem, for $9.7 billion in cash, enhancing its oil and gas sector presence [1][8] - The acquisition is expected to close in the fourth quarter of 2025, subject to approvals and closing conditions [1][8] Group 1: Business Strategy - OxyChem is a global manufacturer of essential base chemicals, providing resilience through industrial cycles [2] - Berkshire's energy portfolio includes significant stakes in Occidental and Berkshire Hathaway Energy Company, focusing on renewable energy, which offers steady cash flow and long-term capital growth [2] - The company aims to grow its non-insurance business whenever opportunities arise, contributing to overall stability [3] Group 2: Acquisition and Financial Position - Berkshire Hathaway has a strong acquisition strategy, targeting businesses with durable earnings power and skilled management [4] - With over $344 billion in liquidity, Berkshire is well-positioned to deploy capital for acquisitions, which have historically fueled growth and diversified income streams [4] Group 3: Competitive Landscape - Competitors like NextEra Energy and Dominion Energy are also focused on renewable energy, with NextEra leading due to early investments in wind, solar, and battery storage [5] - Dominion plans to invest $50 billion from 2025 to 2029 to enhance its clean energy projects, aiming for a 15% annual increase in renewable energy capacity [6] Group 4: Stock Performance and Valuation - BRK.B shares have increased by 10.3% year-to-date, outperforming the industry [7][8] - The stock trades at a price-to-book value ratio of 1.61, slightly above the industry average of 1.57, indicating a relatively expensive valuation [10] Group 5: Earnings Estimates - The Zacks Consensus Estimate for BRK.B's 2025 EPS has seen a slight increase of 0.3% over the past 30 days, while estimates for 2026 remain unchanged [12] - Revenue estimates for 2025 and 2026 indicate year-over-year increases, although the 2025 EPS suggests a decline [13]
'Every electron counts': Why renewables stocks are back in play
Reuters· 2025-10-09 17:03
A return of fund inflows into renewable energy stocks is helping to breath new life into these companies' shares, powering their strongest quarterly rise since the sustainability boom early this decade. ...
Delta earnings beat Wall Street expectations, PepsiCo narrowly beats earnings estimates
Youtube· 2025-10-09 14:59
Earnings Reports - Delta Airlines exceeded profit estimates due to improved travel demand and raised its full-year free cash flow outlook, with expectations for strong growth in Q4 [10][22] - PepsiCo narrowly beat earnings estimates but indicated challenges in its food business, particularly in the Frito-Lay division, and announced plans for restructuring and layoffs [11][12] Market Performance - The NASDAQ opened higher, up more than 1%, continuing a positive trend from the previous days, while the S&P 500 and Dow were relatively flat [4][5] - Nvidia's stock has risen over 40% year-to-date, driven by a planned investment with Elon Musk's AI company and ongoing discussions in the AI sector [6][39] Consumer Trends - Delta's strong performance reflects a rebound in consumer travel, particularly among higher-end consumers, indicating a healthy corporate travel environment [18][21] - PepsiCo is restructuring its snack business to address declining volumes and is introducing healthier product options to attract consumers [28][32] Industry Insights - TSMC reported a 30% increase in third-quarter sales year-over-year, driven by surging AI demand, with full results expected on October 16 [12][35] - Base Power, an energy technology company, raised $1 billion to expand its battery storage solutions, aiming to provide affordable and reliable power across the U.S. [44][55]
First Solar, Inc. to Announce Third Quarter 2025 Financial Results on October 30, 2025
Businesswire· 2025-10-09 13:05
TEMPE, Ariz.--(BUSINESS WIRE)--First Solar, Inc. (NASDAQ: FSLR) (the "Company†) will report financial results for the third quarter ended September 30, 2025, after the market closes on Thursday, October 30, 2025. Conference Call Details are as follows: Date: Thursday, October 30, 2025 Time: 4:30 PM ET Live Webcast: investor.firstsolar.com Webcast Replay: Available through Saturday, November 29, 2025 Investors section of the Company's website approximately two hours after the call About First So. ...
KULR Technology Group and Soluna Announce 3.3 MW Hosting Partnership at Project Sophie
Globenewswire· 2025-10-09 12:30
HOUSTON , Oct. 09, 2025 (GLOBE NEWSWIRE) -- KULR Technology Group, Inc. (NYSE American: KULR) (the "Company" or "KULR"), a Bitcoin+ treasury company that builds a portfolio of frontier technology businesses ranging from high-performance energy systems to AI Robotics, today announced a new hosting partnership with Soluna Holdings, Inc. (“Soluna”) (NASDAQ: SLNH), a developer of green data centers for intensive computing applications. Under this agreement, Soluna will operate approximately 3.3 MW of Bitcoin mi ...