Transform Byproducts into Power - XCF and Posh Energy intend to deploy Flex-Fuel Gensets at New Rise Reno, converting SAF and renewable diesel byproducts into zero-carbon electricity and unlocking new revenue streams. Layered Credit Advantage - Hydrogen produced is expected to qualify for the federal 45V Tax Credits, while the clean power generated can reduce the lifecycle carbon intensity of New Rise Reno's fuels, boosting the value of its 45Z and LCFS credits, or be sold into the local energy grid to meet ...

By Laila Kearney and Timothy Gardner NEW YORK (Reuters) -The administration of U.S. President Donald Trump expects most of the nation's coal-fired power plants to delay retirement to help deliver the vast amount of electricity needed to fuel artificial intelligence, Energy Secretary Chris Wright told Reuters on Thursday. Keeping those often half-century-old coal plants running is part of a broader strategy to increase the country's power output that will also include boosting nuclear energy and allowing ...

Core Points - Grégory Trannoy has been appointed as the Executive Coordination Director of EDF Group, effective November 1, 2025, succeeding Chloé Pfeiffer [1] - Chloé Pfeiffer will take on the role of Chair of EDF Production Electricité Insulaire (PEI) starting December 1, 2025 [1] Company Background - EDF Group is a major player in the energy transition, involved in power generation, distribution, trading, energy sales, and energy services [4] - The company is a world leader in low-carbon energy, with an output of 520 TWh, 94% of which is decarbonized, and a carbon intensity of 30 gCO2/kWh projected for 2024 [4] - EDF's diverse generation mix is primarily based on nuclear and renewable energy, including hydropower [4] - The Group aims to build a net zero energy future and serves approximately 41.5 million customers, generating consolidated sales of €118.7 billion in 2024 [4] Leadership Experience - Grégory Trannoy has over 20 years of experience within EDF, having held various operational management positions and roles in Human Resources and Sales [2][3] - Bernard Fontana, Chairman and CEO of EDF, highlighted Trannoy's in-depth knowledge of the company and his capability to support organizational changes [3]

Core Viewpoint - Eesti Energia has withdrawn its long-term issuer credit rating from S&P Global Ratings, which was previously rated at BB+ with a negative outlook [1] Group 1 - The withdrawal of the rating does not impact the company's financial position, ongoing operations, or obligations towards investors and stakeholders [1] - The company remains committed to maintaining transparency in its operations [1] - Eesti Energia will continue to hold ratings from Moody's and Fitch [1]

Core Insights - Generac Holdings Inc. (GNRC) is a prominent player in backup power generation, energy storage, and smart energy management solutions, with a market cap of $9.8 billion [1] - The company has diversified into clean energy solutions, including battery storage and inverters, in response to increasing grid instability and extreme weather events [2] Financial Performance - GNRC's stock is currently trading 17.7% below its 52-week high of $203.25, recorded on August 13, while it has gained 23.1% over the past three months, outperforming the Dow Jones Industrial Average's 7% increase during the same period [3] - Year-to-date, GNRC stock has increased by 7.9%, underperforming the Dow Jones Industrial Average's 8.4% rise, and has climbed 11% over the past 52 weeks, surpassing the Dow's 9.3% returns [4] Recent Developments - On September 3, Generac launched the PWRmicro, an 820W microinverter designed for residential use, which converts DC power from solar panels into AC power, highlighting the company's commitment to innovative home energy solutions [5] - Following the announcement of the PWRmicro, GNRC shares initially slipped by 2.4% but rebounded, gaining over 5% in the next three trading sessions [5] Competitive Landscape - In comparison, A. O. Smith Corporation (AOS) has seen a decline of 16.1% over the past year and a modest gain of 5.5% in 2025, indicating GNRC's stronger performance relative to its peer [6]

Core Viewpoint - NRG Energy, Inc. has successfully priced its concurrent offerings of senior secured first lien notes and senior unsecured notes, indicating strong market interest and financial strategy [1] Group 1: Secured Notes Offering - The company is offering a total of $625 million in senior secured first lien notes, which includes two tranches: 4.734% notes due in 2030 and 5.407% notes due in 2035 [1] - The 2030 Notes and 2035 Notes are collectively referred to as the "Secured Notes" [1] Group 2: Financial Implications - The pricing of these notes reflects the company's strategy to secure financing at competitive rates, which may enhance its capital structure and support future growth initiatives [1]

Core Viewpoint - Jefferies analyst has downgraded Bloom Energy's stock to "underperform," indicating that the recent stock rally following the power-generation deal with Oracle in July reflects an "over-exuberance" among investors [1] Company Summary - The downgrade by Jefferies suggests a cautious outlook on Bloom Energy's stock performance, particularly after the significant price increase linked to the partnership with Oracle [1]

Core Insights - The demand for on-site power for data centers is driven by the growing trend in AI and infrastructure spending, which is expected to last for a long time [2][3] - The U.S. needs 100 gigawatts of firm, reliable power by 2030, with a significant portion required to be on-site power for data centers [3][4] - Bloom Energy claims to be a leading provider of on-site power solutions, emphasizing their unique technology and ability to deliver power quickly [4][7] Industry Overview - The infrastructure build-out for data centers is critical, with hyperscalers projected to invest approximately $2 billion in capital expenditures daily by 2025 [4] - There is skepticism regarding the speed at which companies can meet the growing demand for power, particularly in relation to their valuations [5] - The supply-demand gap for power is expected to widen over the next five years, necessitating on-site power solutions [10] Company Performance - Bloom Energy recently announced its first installation for Oracle, committing to deliver power within 90 days of signing [6] - The company is planning to double its manufacturing capacity from 1 to 2 gigawatts by the end of 2026, with potential future expansion to 5 gigawatts [8][9] - Bloom Energy's technology is claimed to be 75% more efficient than traditional turbines, providing a significant competitive advantage in power delivery [12]

Core Insights - A tech firm, Amperon Holdings Inc., is enhancing electric-grid forecasting by providing hourly projections of US power demand up to seven months in advance, offering a new perspective compared to traditional 15-day weather forecasts [1][2] Company Overview - Amperon, co-founded in 2018 by Sean Kelly, utilizes artificial intelligence and machine learning to generate hourly demand forecasts that are updated daily based on global weather models from Europe's largest forecasting center [2][5] - The company is backed by notable investors including Energize Capital, HSBC Holdings Plc, National Grid Plc, and Tokyo Gas [4] Industry Context - The challenge of predicting electricity usage has increased due to extreme weather events and the growing influence of heat pumps, solar energy, batteries, and electric vehicles on demand [3] - Demand from data centers is projected to more than double by 2035, increasing its share of total US electricity usage from 3.5% to 8.6% [3] Market Demand - Utilities and power retailers are seeking improved visibility into weather conditions and consumer behavior to mitigate price shocks, while energy speculators are looking for a competitive edge through advanced forecasting [4] - Amperon's forecasts are being utilized by major power companies such as PG&E Corp., Orsted AS, AES Corp., and Eversource Energy [4] Forecasting Methodology - The accuracy of Amperon's projections relies on the underlying weather forecasts, which are derived from models developed by the European Centre for Medium-Range Weather Forecasting [5][6] - Amperon's machine learning models enhance the granularity of these forecasts, providing hourly temperature predictions over a seven-month period [7] Performance Indicators - Early indications suggest that Amperon's forecasting approach can yield accurate predictions, with successful backtests showing the ability to forecast demand spikes and weather impacts well in advance [8]

Group 1 - Constellation Energy is progressing ahead of schedule on the project to restart the Three Mile Island Unit 1 nuclear plant, now called the Crane Clean Energy Center [1] - The unit is expected to be back online by 2027 [1]