| | 2000 Cycle | 2025 Cycle | | --- | --- | --- | | | Speculative: Market deregulation led investors | Concrete demand: Real-time electricity demand most | | Primary Demand Driver | to build power plants without guaranteed | notably Data Centers, but also underlying electricity | | | buyers. | consumption growth (EV, industrial) | | | U.S. Centric: Driven almost entirely by the | US driven, but relatively more globally diverse: US | | Regional Anchor | North American power market. | demand (DC driven) + Asi ...

AUSTIN, Texas--(BUSINESS WIRE)--Hyliion Holdings Corp. (NYSE American: HYLN) ("Hyliion†), a developer of modular power plant technology, today reported financial results for the fourth quarter and full year ended December 31, 2025, and provided key updates on the development of the KARNOâ"¢ generator platform. On track to deliver initial KARNO units to customer sites and military applications in 2026, with plans to commercialize by year end Operating five KARNO units at Hyliion's facility, supporting cont ...

Core Insights - Fermi America will host a live webcast and conference call on March 30, 2026, to discuss its fourth quarter and full year 2025 financial and operational results [1] - The call will highlight significant advancements in Project Matador, which aims to develop an 11 GW private energy campus [1] - The company is focused on scaling its operations and will provide updates on its critical path during the call [1] Financial and Operational Results - The earnings call will present detailed financial results for the fourth quarter and full year 2025 [1] - Fermi America has secured 2.3 GW of natural gas generation assets for delivery in 2026, contributing to the construction of the world's largest next-gen private grid campus [1] Project Matador - Project Matador is expected to integrate various energy sources, including combined-cycle natural gas, advanced nuclear power, utility grid power, solar power, and battery energy storage [1] - The project aims to support hyperscale AI and advanced computing, with a total capacity of 11 GW [1] Strategic Partnerships - Fermi America is deepening its strategic partnership with Hyundai E&C to lead large-scale nuclear construction in the U.S. as part of Project Matador [2]

More than 95% of Adani Power's total operating capacity is currently secured with medium to long-term agreements, reducing the company's exposure to short-term market fluctuations and providing long-term revenue stability. Adani Power aims to secure power purchase agreements for nearly all its operational and under-construction facilities over the next few years. India's Adani Power's subsidiary, Moxie Power Generation (MPGL), has received a letter of award (LoA) from Tamil Nadu Power Distribution Corporati ...

NRG Energy (NYSE:NRG) Q4 2025 Earnings call February 24, 2026 09:00 AM ET Speaker12Please be advised that today's conference is being recorded. I would now like to hand the call over to your first speaker today, Brendan Mulhern, Head of Investor Relations. Please go ahead.Speaker3Thank you. Good morning, welcome to NRG Energy's fourth quarter and full year 2025 earnings call. This morning's call is being broadcast live over the phone and via webcast. The webcast presentation and earnings release can be loca ...

FORT LEE, N.J.--(BUSINESS WIRE)--Pioneer Power Solutions, Inc. (Nasdaq: PPSI) ("Pioneer†or the "Company†), a leader in the design, manufacture, service and integration of distributed energy resources, power generation equipment and mobile electric vehicle ("EV†) charging solutions, today announced a strong start to 2026 with approximately $1.8 million received from new orders through mid-February. "Securing over $1.75 million in new orders within the first few weeks of the year confirms the co. ...

N R G E N E R G Y I N C . FOURTH QUARTER AND FULL YEAR 2025 EARNINGS PRESENTATION February 24, 2026 1 SAFE HARBOR Forward-Looking Statements A G E N D A Although NRG believes that its expectations are reasonable, it can give no assurance that these expectations will prove to be correct, and actual results may vary materially. Factors that could cause actual results to differ materially from those contemplated herein include, among others, general economic conditions, the imposition of tariffs and escalation ...

Operational costs at the Kermit complex remained elevated due to dredge feed limitations, a bottleneck expected to be resolved by the commissioning of new equipment in Q2 2026.The Dune Express achieved record utilization in Q4, which management views as a validation of the system's efficiency and reliability benefits for Delaware Basin logistics.While sand pricing remains at the industry's marginal cost of production, Atlas is leveraging its low-cost Dune Express and mining operations to capture market shar ...

Group 1 - Polen Capital's fourth-quarter investor letter for the Polen 5Perspectives Small Growth Strategy reported a return of -1.3% gross and -1.5% net of fees, underperforming the Russell 2000 Growth Index which returned 1.2% [1] - The small-cap asset class gained attention due to declining interest rates and improving earnings growth, with a notable performance from the biotech sector [1] - The Strategy increased its Biotech exposure significantly in response to opportunities from rising interest rates, M&A activity, and AI tailwinds [1] Group 2 - Argan, Inc. (NYSE:AGX) is highlighted as a key stock, providing construction and maintenance services to the power generation market, with a market capitalization of $6.128 billion [2] - Argan, Inc. experienced a one-month return of 21.82% and a remarkable 251.76% increase over the past 52 weeks, closing at $441.71 per share on February 23, 2026 [2] - The company has secured major contracts in Texas for constructing gas-fired power plants, positioning itself well for a multi-year investment cycle in power infrastructure [3]

Baker Hughes to provide 25 BRUSH™ Power Generation DAX 7 generators to complement Boom’s 42-megawatt Superpower aeroderivative turbinesCombined power equipment will support Boom’s 1.21-gigawatt commitment to Crusoe for critical AI data center infrastructure HOUSTON and LONDON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday an award to supply 25 BRUSH™ Power Generation electric generators, along with Automatic Voltage Regulators (AVRs) and cubicl ...