Core Viewpoint - NuScale Power is expected to report a significant decline in fourth-quarter revenues for 2025, with a projected loss per share, reflecting ongoing challenges in the competitive energy market [1][4][24]. Financial Performance - The Zacks Consensus Estimate for fourth-quarter revenues is $7.17 million, indicating a decline of 79.1% from $34.22 million in the same quarter last year [1]. - The estimated loss per share for the fourth quarter is 10 cents, unchanged over the past 60 days, compared to earnings of 60 cents per share in the year-ago quarter [1][2]. Market Position and Demand - NuScale Power is a leader in small modular reactor technology, with a focus on expanding its portfolio and market presence [7]. - The company is likely to benefit from increasing demand for clean energy, particularly from AI data centers and the global shift towards sustainable energy solutions [8][21]. - The partnership with ENTRA1 Energy is crucial, as it allows NuScale to provide power modules for energy production plants, enhancing scalability and reducing risks [9][21]. Strategic Developments - NuScale Power is advancing its projects, including a significant agreement with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts of SMR technology, marking the largest small modular reactor program in the U.S. [11]. - The RoPower project in Romania is also progressing, with steady revenues expected from the completion of the front-end engineering design study [12]. Stock Valuation and Performance - NuScale Power shares have decreased by 27.2% over the past year, underperforming the Zacks Electronics - Power Generation industry, which declined by 17.7% [13]. - The stock trades at a forward price-to-sales (P/S) ratio of 23.13X, significantly higher than the industry average of 6.75X and its peers [17][20]. Competitive Landscape - Despite advancements, NuScale Power faces increasing competition from companies like Constellation Energy, BWX Technologies, and GE Vernova, which could impact its market share [22][25]. - Recent strategic partnerships by competitors, such as GE Vernova and Xcel Energy, highlight the competitive pressures in the energy sector [23].

In South Africa, the return of Stage 3 load-shedding in February 2025 underscored the fragility of the national grid. Eskom’s ageing units continued to experience repeated breakdowns, with unplanned outages often exceeding 14,000 MW, well beyond the threshold required to avoid rotational blackouts . With reserve margins consistently strained, even minor equipment failures trigger load-shedding, highlighting how the combination of ageing infrastructure, maintenance backlogs, and rising demand leaves little r ...

President Donald Trump’s proposal for a massive gas-fired power plant in Ohio would likely create one of the nation’s largest sources of carbon dioxide emissions from electricity generation.While details of the potential $33 billion development are scarce so far, it’s intended to be led by SoftBank Group Corp. and is envisaged as having capacity of 9.2 gigawatts, according to a fact sheet from the U.S. Department of Commerce. That would make the project the biggest U.S. power plant, according to BloombergNE ...

Core Insights - Invenergy has announced an agreement with Tallgrass to develop up to three new natural gas-fired power plants in Arizona, addressing the expected increase in electricity demand by over 40% in the next five years due to population growth and technological advancements [1][2] Company Developments - Invenergy, North America's largest privately held independent power producer, is expanding its operations in Arizona with new power plants in Maricopa and Yuma counties [1] - The company has a history of 25 years in energy solutions, with 10 years specifically in Arizona, emphasizing its commitment to local communities and energy reliability [1] Industry Context - The demand for natural gas is critical for maintaining affordable and reliable energy as electricity demand rises [1] - The partnership between Invenergy and Tallgrass is seen as a strategic move to enhance energy resiliency and support economic growth in the Yuma region, which is becoming a destination for utility-scale power [2] Market Implications - The agreement is expected to alleviate supply constraints in Arizona, which currently faces limitations due to interstate pipeline capacity [1] - The collaboration is positioned as a response to the dual goals of lowering energy prices and enhancing the U.S. competitive edge in the global AI race [2]

Photographer: Andrew Caballero-Reynolds/AFP/Getty Images US President Donald Trump’s proposal for a massive gas-fired power plant in Ohio would likely create one of the nation’s largest sources of carbon dioxide emissions from electricity generation. While details of the potential $33 billion development are scarce so far, it’s intended to be led by SoftBank Group Corp. and is envisaged as having capacity of 9.2 gigawatts, according to a fact sheet from the US Department of Commerce. Most Read from Blo ...

Core Insights - TransAlta is a leading independent power producer with a diversified generation portfolio across North America and Australia, utilizing hydro, wind, solar, and gas assets to provide reliable energy solutions [6][8] - Potrero Capital Research sold 794,400 shares of TransAlta in Q4 2025, valued at approximately $11.86 million, reducing its position to 1,724,544 shares worth $21.80 million at quarter-end [2][7] - TransAlta's shares have increased nearly 29% over the past year, outperforming the S&P 500 by 17.72 percentage points, despite facing challenges from softer Alberta power prices [7][10] Company Overview - Market capitalization stands at $3.98 billion, with a revenue of $1.82 billion and a net income of -$103.25 million for the trailing twelve months [4] - As of February 17, 2026, the share price was $13.43, reflecting a 28.8% increase over the previous year [7][4] Financial Performance - In Q3 2025, TransAlta generated $238 million in adjusted EBITDA, down from $315 million year-over-year, and reported $105 million in free cash flow [7] - Cash flow from operations increased to $251 million, indicating the company's operational viability beyond commodity trading [9] Investment Implications - The sale of shares by Potrero Capital is viewed as a risk management strategy rather than a bearish outlook, as TransAlta still represents 7.34% of Potrero's reportable equity AUM [9] - Management is advancing a 230 MW data center transmission contract and progressing energy transition initiatives, which could enhance long-term value if successfully executed [10]

Core Viewpoint - The EPA's elimination of the 2009 endangerment finding regarding greenhouse gas emissions has significant financial implications for the utilities sector, particularly affecting the XLU ETF and its constituent companies [1][2]. Impact on Power Generation - The 2009 endangerment finding established that certain greenhouse gases, including CO2, endanger public health, leading to regulations that impacted power generation, with 60% of the U.S. electric grid's energy derived from fossil fuels, including 16.2% from coal [3][4]. - The G7 countries have agreed to phase out coal by 2030-2035, with the U.S. previously following a similar schedule under the Biden administration [5]. Changes in Demand Dynamics - A surge in electricity demand, driven by the AI infrastructure boom and data centers, is expected to significantly increase electricity demand in 2026 and 2027, complicating the retirement of coal plants [8][9]. - The grid may need to build substantial incremental generation capacity to meet this rising demand while retiring existing coal plants, which poses a challenge [10]. Policy Shifts and Their Implications - The Trump administration's pro-coal policies have prevented the closure of coal plants, potentially allowing a higher percentage of coal-generated electricity to remain than previously anticipated [11][12]. - The XLU ETF's top holdings include both regulated utilities and independent power producers (IPPs), with regulated utilities expected to benefit from increased demand and infrastructure investments [13][14]. Financial Outlook for Utilities - Regulated utilities are positioned for growth due to the surge in demand, with the potential for higher revenues from a larger rate base, although the shift towards coal-friendly policies may have mixed effects [15][17]. - Independent power producers have benefited from high auction prices due to tight capacity, but may face challenges if coal plants remain operational, leading to less constrained capacity and lower prices [18][20]. Summary of XLU Impacts - The rescinding of the endangerment finding is viewed as a negative for the XLU, but the overall demand surge may still allow the sector to perform well [22]. - It is suggested that investors consider individual regulated utilities for exposure to demand tailwinds while avoiding potential overvaluation in IPPs [22].

Deep-pocketed investors have adopted a bearish approach towards NRG Energy (NYSE:NRG), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in NRG usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 13 extraordinary options activities for NRG Energy ...

NRG Energy, Inc. (NYSE:NRG) ranks among billionaire David Tepper’s 10 favorite stocks. On January 30, NRG Energy, Inc. (NYSE:NRG) finalized the purchase of several generation assets and CPower from LS Power. The arrangement expands NRG’s lineup with 18 natural gas-powered generation facilities totaling about 13 GW of capacity, in addition to CPower’s commercial and industrial virtual power plant system. Following the deal, NRG Energy, Inc. (NYSE:NRG) revised its 2026 financial outlook to include adjusted ...

The commitment from Keystone National Group, a private credit leader that specializes in asset-backed lending with over $6 billion in deployed capital, underscores that sophisticated institutional investors view Project Matador's power infrastructure assets as premium, financeable assets critical to America's energy future. Proceeds from the financing will be used to fund the acquisition of utility-grade breakers, transformers, substations, and switchgears. AMARILLO, Texas, Feb. 19, 2026 /PRNewswire/ -- Fer ...