Core Points - U.S. stock futures are up, with Nasdaq futures increasing by approximately 100 points [1] - FLEX LNG Ltd reported quarterly earnings of 43 cents per share, missing the analyst consensus estimate of 46 cents per share, while quarterly sales of $85.680 million exceeded the consensus estimate of $85.188 million [1] - FLEX LNG shares fell 8.4% to $24.31 in pre-market trading [2] Company Movements - Biohaven Ltd shares dropped 7.7% to $7.86 after announcing a $150 million offering [4] - Samsara Inc shares declined 7.4% to $36.87 [4] - Dingdong (Cayman) Ltd shares fell 5.1% to $1.68 following disappointing quarterly earnings [4] - Stitch Fix Inc shares decreased by 4% to $4.21 [4] - Rezolve AI PLC shares fell 3.8% to $3.29 [4] - Daqo New Energy Corp shares declined 3.7% to $34.29 [4] - Xpeng Inc – ADR shares dropped 3.5% to $27.09 after an 8% gain on Tuesday [4] - Daqo New Energy Corp shares also saw a decline of 3.1% to $34.50 [4]

Core Insights - Statkraft has successfully commissioned Germany's largest solar battery storage hybrid power plant, marking a significant achievement in the energy transition in Germany [1][5] - The hybrid power plant, located in Zerbst, represents a EUR 45 million investment and is designed to enhance energy stability and profitability [2][3] Company Overview - Statkraft is Europe's largest producer of renewable energy, with a diverse portfolio that includes hydropower, wind power, solar power, and gas-fired power [8] - The company has a project development pipeline of wind, solar, and storage projects with a potential total capacity of 4,000 MW [5] Project Details - The Zerbst solar park spans approximately 41 hectares and generates nearly 50,000 MWh of green electricity annually, sufficient to power around 14,000 households and reduce CO₂ emissions by about 32,000 tons each year [2][3] - The facility includes 88 battery cubes with a total capacity of 16 MW, capable of storing up to 57 MWh of electricity, which helps to stabilize the power grid and electricity prices [3] Economic Impact - The project is expected to provide financial benefits to the city of Zerbst/Anhalt, including a voluntary municipal tax that generates around EUR 100,000 in income [7] - The successful completion of the project within a twelve-month timeframe demonstrates effective project management amidst common construction delays [6]

Core Insights - TotalEnergies has signed a 15-year Power Purchase Agreement (PPA) to supply renewable electricity to Google data centers in Ohio from a local solar farm, marking the second such deal this month [1] - The agreement supports Google's strategy for carbon-free energy and aligns with TotalEnergies' goal to provide tailored energy solutions for data centers, which are projected to account for nearly 3% of global energy demand in 2024 [2] Group 1 - TotalEnergies is leveraging its integrated portfolio of renewable and flexible assets to meet the energy demands of major tech companies, aiming for a 12% profitability target in the power sector [3] - The company is deploying a 10 GW portfolio in the U.S., with 1 GW in the PJM market and 4 GW in the ERCOT market in Texas [3] - Earlier this month, TotalEnergies also signed a 10-year PPA with Data4 to supply renewable electricity to data centers in Spain, indicating a focus on expanding its integrated power business [4] Group 2 - Unlike other European majors like BP and Shell, which have cut spending on renewables, TotalEnergies aims for a 12% profitability target in its Integrated Power business [5] - The company plans to sustain profitable growth in the Integrated Power division by capitalizing on increasing global demand driven by AI, air conditioning, and electrification [5]

Core Insights - Enphase Energy has partnered with Green Mountain Power to enhance customer benefits through technology and grid transformation [1][2] - The partnership includes a home battery lease program aimed at providing backup power and reducing costs during peak usage times [1][2] - Enphase's IQ Battery systems are part of GMP's 75 MW virtual power plant, which is Vermont's largest dispatchable energy source [2][3] Company Overview - Enphase Energy is a leading global energy technology company based in Fremont, California, specializing in microinverter-based solar and battery systems [5] - The company has shipped approximately 84.8 million microinverters and deployed over 5 million Enphase-based systems in more than 160 countries [5] Product Details - GMP's battery lease program offers a ten-year lease for two IQ Battery 10C systems at $55 per month or a one-time payment of $5,500 [3] - All products in the 4th-generation Enphase Energy System come with a 15-year warranty and 24/7 customer service [3] - Enphase plans to launch a bidirectional electric vehicle charger in 2026, allowing electric vehicles to power homes or send power to the grid [2][3]

Chinese authorities have a strong incentive to make Pakistan’s solar boom a showcase for the global south. “This will be an excellent story if grid modernisation is done in time,” says an expert https://t.co/JtPqys9geL ...

Core Insights - TotalEnergies has signed a 15-year power purchase agreement with Google to supply 1.5 terawatt-hours of certified renewable electricity [1] Group 1: Company Developments - The agreement signifies TotalEnergies' commitment to renewable energy and its strategic partnership with a major tech company [1] - The renewable electricity will be sourced from TotalEnergies' Montpelier site, highlighting the company's investment in sustainable energy infrastructure [1] Group 2: Industry Implications - This deal reflects the growing trend of tech companies seeking long-term renewable energy contracts to meet sustainability goals [1] - The partnership may influence other companies in the tech sector to pursue similar agreements, potentially accelerating the transition to renewable energy sources [1]

Key TakeawaysJPMorgan Chase & Co. (JPM) is expanding its digital asset strategy by rolling out its deposit token, JPM Coin, signaling a significant move into the digital finance space.Accelerated AI spending by major tech firms has boosted Hon Hai Precision Industry Co. (Foxconn) (HONHAI) to a better-than-expected quarterly profit of $1.9 billion, while Advanced Micro Devices (AMD) has removed China from its revenue forecast, indicating shifting dynamics in the global tech market.China is actively pursuing ...

Financial Performance & Forecast - ORIX revised its FY26.3 net income forecast upward to 440 Billion JPY, a 15.8% increase from the previous forecast of 380 Billion JPY[6, 14] - The company increased its share buyback program to 150 Billion JPY, a 50% increase from the initial 100 Billion JPY program[6, 10] - H1 net income reached 271.1 Billion JPY, achieving 71% of the original full-year target and 62% of the revised forecast[13] - The company expects a full-year ROE in the 10% range, with H1 ROE hitting 12.7%, up 3.9 percentage points from the end of FY25.3[13, 21] Capital Recycling & Investment - Capital gains for H1 FY26.3 reached 157.1 Billion JPY, with expectations of further gains in H2[27] - The company launched its first domestic PE fund with a total size of 2.5 Billion USD[6] - ORIX sold stakes in Greenko, Ormat, ORIX Asset Management and Loan Services Corp, and Nissay Leasing[6] Segment Performance - Segment profits increased by 42% YoY to 409.4 Billion JPY[35] - Environment and Energy segment profits increased sharply by 117.3 Billion JPY due to the Greenko exit, which included a 95 Billion JPY gain on sale/valuation gains[34] - Insurance segment saw higher investment income, contributing to overall profit growth[35] Shareholder Returns - The company increased the full-year dividend forecast to 153.67 JPY per share, a 16.3% increase[6, 14] - The company anticipates a full-year total payout ratio of 73%[15]

Financial Performance - Adjusted EBITDA for the first nine months of 2025 was EUR 405.1 million, reflecting a 2.0% year-over-year increase, primarily driven by the Green Capacities and Networks segments [2][14] - Total Investments decreased to EUR 529.9 million, down 9.2% year-over-year, with 51.3% allocated to Networks and 41.4% to Green Capacities [3][14] - Net Debt increased by 10.6% to EUR 1,782.7 million, but leverage metrics remained strong, with the FFO LTM/Net Debt ratio decreasing by 6.3 percentage points to 23.4% [4][14] Business Development - Green Capacities segment saw installed capacity rise to 2.1 GW from 1.4 GW, with secured capacity increasing to 3.4 GW [5] - Networks segment planned investments of EUR 3.5 billion over the next decade, with a total RAB set at EUR 1.9 billion for 2026 [6] - Customers & Solutions signed a 7-year PPA with Lithuanian TSO at a fixed price of EUR 74.5/MWh for up to 160 GWh/year, effective January 2026 [7] Sustainability - The Green Share of Generation decreased to 66.0%, down 17.6 percentage points year-over-year, due to higher electricity generation at Elektrėnai Complex [8] - Total GHG emissions increased to 3.48 million t CO2-eq, a 22.5% year-over-year rise, with Scope 1 emissions up 92.1% due to new services [9][10] - Carbon intensity (Scope 1 & 2) rose to 223 g CO2-eq/kWh, reflecting a 9.3% year-over-year increase [10] Shareholder Returns and Outlook - A dividend of EUR 0.683 per share was paid for H1 2025, totaling EUR 49.4 million [13] - Full-year 2025 Adjusted EBITDA guidance was narrowed to EUR 510–540 million, and Investments guidance was updated to EUR 700–800 million [13]

Project Overview - Turbo Energy 将在 Stellar 上试点太阳能项目的代币化债务融资 [1] - 首个项目是西班牙一家超市的安装项目 [1] Company Focus - Turbo Energy 是一家西班牙公司，专注于太阳能项目 [1]