Chile tiene varias particularidades. Chile es el país más austral del mundo, pero además en el [música] norte de Chile está el desierto de Atacama. El desierto de Atacama es el desierto más árido del mundo, que a la vez [música] es el que tiene mayor radiación en el mundo.Por lo tanto, ha traído mucho la inversión hacia plantas fotovoltaicas. [música] Bueno, sin duda podemos ver en Chile como un día como hoy con una iluminosidad estupenda para generar energía solar, pero esta se [música] puede hacer durante ...

Core Viewpoint - NextEra Energy is collaborating with Exxon Mobil to establish a large data center powered by natural gas, integrating carbon capture technology to mitigate emissions [1][3]. Group 1: Partnership and Project Details - The partnership aims to build a 1.2 gigawatt power plant that will utilize Exxon's carbon capture technology [1]. - NextEra and Exxon have acquired 2,500 acres of land for the data center facility, which will be located in the Southeast near Exxon's carbon-dioxide pipeline infrastructure [2]. - The site is intended to be marketed to a hyperscaler by the first quarter of 2026, although no agreements have been finalized yet [2]. Group 2: Energy Strategy and Future Plans - NextEra, the largest renewable energy developer in the U.S., is pivoting towards natural gas to address the increasing demand from data centers [3]. - The company plans to bring up to eight gigawatts of gas generation online by 2032 and is developing a pipeline of 20 gigawatts of gas generation [3]. - By 2035, NextEra aims to construct 15 gigawatts of power specifically for data center hubs, including at least three campuses in collaboration with Alphabet's Google [3]. Group 3: Energy Supply and Climate Goals - The CEO indicated that initial power supply will include renewable energy and storage, with plans for gas generation to follow [4]. - The tech sector has primarily relied on renewable and nuclear energy to power data centers in pursuit of climate objectives [4].

GE Vernova Inc. (GEV) is a global energy company with its headquarters in Cambridge, Massachusetts. GE Vernova is innovating in power, renewable energy, digital, and energy services businesses. The company operates through three segments: Power, Wind, and Electrification. GE Vernova’s market cap stands around $171.9 billion. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and GE Vernova fits this criterion perfectly. GE Vernova is distinguished by its leadership in ...

NextEra Energy (NYSE:NEE) 2025 Investor Day December 08, 2025 08:30 AM ET Company ParticipantsMike Dunne - CFOJohn Ketchum - Chairman and CEOBrian Bolster - President and CEOMark Eidelman - Director of Investor RelationsNone - Video NarratorScott Bores - PresidentMichael Sullivan - Director of Equity ResearchConference Call ParticipantsBill Appicelli - AnalystRyan Levine - AnalystJeremy Tonet - AnalystNicholas Campanella - AnalystCarly Davenport - VP and AnalystNick Amicucci - AnalystRoss Fowler - Managing ...

NextEra Energy and Google Cloud announced a strategic partnership on Monday to jointly develop gigawatt-scale data center campuses across the United States, a move designed to address the surging power demands of artificial intelligence (AI). The collaboration pairs the largest renewable energy developer in the U.S. with one of the world’s largest cloud providers. Under the agreement, the companies will focus on the rapid development of land, power interconnection, and generation capacity required to supp ...

Core Insights - NextEra Energy Resources and Meta Platforms have signed contracts for approximately 2.5 gigawatts (GW) of clean energy, marking a significant milestone in their collaboration [1][4] - The agreements include 11 power purchase agreements (PPA) and two energy storage agreements (ESA), with a total of 2.1 GW of clean energy enabled through nine solar projects across three markets [2][4] - The projects are expected to come online between 2026 and 2028, creating up to 2,440 construction jobs and contributing to local economic growth [3] Company Overview - NextEra Energy Resources is the largest energy infrastructure developer in the U.S., with approximately 33,410 megawatts of net generating capacity in operation as of year-end 2024 [5] - The company operates a diverse portfolio that includes renewables, battery storage, natural gas, and nuclear energy, and is involved in electric transmission and integrated energy services [5] Market Impact - The collaboration between NextEra Energy Resources and Meta is positioned to enhance energy infrastructure and support data center operations, demonstrating the potential for industry cooperation to drive technological progress [4] - The projects will support Meta's goal of matching its operations with 100% clean energy, emphasizing the commitment to American energy dominance [4]

Core Insights - NextEra Energy has expanded its partnership with Google Cloud to enhance data center capacity and energy infrastructure across the U.S. [1] Company Summary - The partnership aims to scale multiple gigawatts of data center capacity [1]

徐州市新沂双塘镇双井村的屋顶上，光伏板在阳光下闪闪发光，远远望去好像一片蓝色的海洋。这里是 江苏省首批农村分布式光伏整村开发试点村之一。 不只是乡村，这种景象正成为江苏城乡的普遍风景。新华日报·交汇点记者近日从能源部门获悉，截至 今年11月底，江苏省分布式光伏新增装机容量已突破1650万千瓦，累计总装机规模达到6221万千瓦，两 项核心指标均高居全国第一。 在全省已超1.1亿千瓦的新能源总装机中，分布式光伏占比已高达约72%，成为驱动江苏能源结构变革 的生力军。 规模领跑模式创新 挑大梁，勇争先，江苏分布式光伏装机发展一路领先，根植于雄厚的实体经济与旺盛的电力需求。 截至2025年11月底的最新数据显示，江苏今年分布式光伏新增装机量已超1650万千瓦，总装机规模已达 6221万千瓦。 这一规模在全国处于领先地位。"十四五"初期不足800万千瓦，到如今超6220万千瓦的跨越，江苏分布 式光伏增长曲线稳步上扬。 超6200万千瓦的分布式光伏接入配电网，犹如千万个随机波动的电源点，对电网承载和调控能力提出了 空前挑战。 江苏的解题之道，在于数字化与智能化的深度赋能。 江苏是经济大省中的制造业大省，产业聚集度高，白昼 ...

Summary of the Conference Call on US Power Demand and Renewables Industry Overview - The discussion focuses on the **US power demand** and the impact of **renewables** in the context of rising demand driven by **data centers** [1][3] Key Points and Arguments - **Rystad Energy Report**: A report led by Marina Domingues indicates that the full retail power price impact of US data centers will not be fully realized until closer to **2030**. The increase in US energy demand is expected to face challenges due to "severe supply-side bottlenecks" [3][1] - **Market Dynamics**: The conversation aims to explore the relationship between the growth of renewables and the increasing power demand from data centers, emphasizing the need for affordability and the role of data center operators in utilizing renewables [1][3] - **Renewables vs Non-Renewables**: The discussion will cover insights from data center operators regarding the attractiveness of gas compared to renewables for meeting load growth [9][1] - **Growth Projections**: Projections for data center growth will be analyzed, including which regions are most attractive and how Rystad assesses risks related to data center capacity growth based on power availability [9][1] Relevant Stocks - The call mentions several relevant stocks in the utilities and clean energy sector, including: - **EDPR** - **RWE** - **Engie** - **Orsted** - **Iberdrola** [5][35] Additional Insights - **Behind the Meter Considerations**: The call will address behind-the-meter considerations for data centers, which may influence their energy sourcing strategies [9][1] - **Market Adjustments**: Discussion on how the market may adjust for renewables, including PPA prices and the appetite from local utilities and corporate entities [9][1] - **Risks for Non-Renewables**: Key risks associated with non-renewables will be identified, along with potential implications for data center-driven power demand [9][1] Speaker Background - **Marina Domingues**: Vice President at Rystad Energy, leading the New Energies research team for the Americas, focusing on power market dynamics and clean technologies [5][1] This summary encapsulates the essential elements of the conference call, highlighting the interplay between US power demand, renewables, and data centers, while also identifying key stocks and potential market dynamics.

冷热能存储（CTES）是一种通过储存低温热能并在需要时释放，以满足建筑或工业制冷需求的能源技术。与高温储热相对，该技术主要用于空调、数据 中心冷却、食品冷链、工业工艺冷却等场景。 2025年11月24日，作为用户侧热能存储领域的领军企业，Nostromo Energy公司宣布推出IceBrick®360——一款专为高负荷数据中心设计的专利型冷热能存 储（CTES）系统。 技术原理 在人工智能狂飙突进的时代，算力需求的爆发式增长使数据中心对电力的需求达到前所未有的高度。就在此时，美国两种截然不同的储热路径，正从冰与 火两个维度破局而出，为数据中心的电力困境提供新解法。 1 冷热能存储技术 如果说IceBrick®360是以低温冷储优化现有电力的使用，那么Exowatt公司的思路则相反，创新采用Powering World3.0（P3）模块化太阳能热系统为AI数据 中心直接供电。 IceBrick®360的核心逻辑是用"冰"锁住廉价电力，在高峰时段释放冷能。 该系统以水和乙二醇/丙二醇混合溶液为储能介质，利用水的潜热存储冷能。在电价较低的用电低谷时段，借助廉价电力驱动制冷机将系统内的混合溶液 冻结成冰；到用电高峰 ...