19 December 2025 Asia-Pacific Gas Distributors Bernstein Energy: Twelve key takeaways in energy in 2025 Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com 1. Energy transition will take longer 2. It's hard to be an oil bull... but it's also hard to be too bearish 3. The most anticipated gas glut in history 4. Electricity is the new oil 5. Oil majors may be committed to net ze ...

Key Takeaways NextEra Energy's earnings growth outlook through 2028 is driven by steady renewable additions.NEE plans to add 36.5-46.5 GW of new renewables by 2027, expanding its clean energy generation portfolio.GE Vernova trades at a much higher forward P/E than NextEra Energy, giving NEE a valuation advantage.Decarbonization targets, emissions regulations and clean-energy mandates are compelling utilities and corporations to accelerate their shift toward renewable energy sources, such as wind, solar and ...

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced the sale of approximately $50 million of production tax credits to a corporate buyer. These credits were generated under the Inflation Reduction Act (IRA) by the company's Diamond Green Diesel joint venture. The company previously announced it sold $125 million and $60 million in production tax credits, bringing the total production tax credit sales to $235 million for 2025. About Diamond Green Diesel Diamond G. ...

Digital assets companies achieved a breakthrough with the passage of a light-touch regulatory law for dollar-pegged stablecoins, clearing the way for broader use of the technology in everyday finance. An industry drive for a broader rewrite of securities and commodities laws to set up favorable regulation of cryptoassets is moving closer to the finish line. A $263 million campaign war chest the crypto industry has amassed in super-PACs is sure to help.Energy companies secured a tax break worth more than $1 ...

《2025新能源电力交易实战指南》系统梳理了新能源电力市场化交易的政策环境、各省实践经验、核心挑战及实操策略，为新能源企业参与市场交易提供了 全面指引。 2025新能源电力交易实l y 01 目录 02 CONTENTS 03 04 nt millies PART 01 现状与挑战 > ■新能源 新能源入市已成必然趋势，政策体系持续完善。2015年电力市场化改革启动以来，从"基准价+浮动机制"到全国统一电力市场建设目标，再到2025年深化新 能源电价市场化改革的136号文，形成了多层次政策框架。截至2024年，全国清洁能源装机容量达19.1亿千瓦，风光新能源装机占比超45%，2030年风光合 计装机预计将达12亿千瓦。市场构成涵盖中长期、现货、辅助服务三大板块，中长期交易以规避风险为核心，现货交易聚焦价格发现，辅助服务市场则覆盖 调峰、调频等多元需求。 各省现货市场实践呈现差异化特征。山东、山西等第一批试点省份已实现长周期试运行，新能源全面参与；广东、浙江等第二批试点逐步推进，部分暂未开 放新能源参与。山东新能源装机占比45.37%，通过"中长期合约+现货偏差结算"模式运行，新能源可通过调整日前功率预测、主动 ...

Core Insights - Leading AI companies are collaborating with power producers to meet their substantial energy needs, with a projected investment of $5.2 trillion required by 2030 for data centers capable of handling AI processing loads [1][2] Group 1: Energy Companies and Collaborations - NextEra Energy is a key player in the energy sector, owning the largest electric utility in the U.S. and has become a preferred partner for technology companies to support their AI strategies [4][5] - NextEra Energy has signed a 25-year power purchase agreement with Google to supply power from the Duane Arnold Energy Center, which is set to return to service in Q1 2029 [5] - Brookfield Renewable is a leading global renewable energy producer, having signed a historic Hydro Framework Agreement with Google for up to 3 GW of carbon-free hydroelectric power [10][11] Group 2: Major Power Deals - Brookfield Renewable's agreement with Google includes two 20-year power purchase agreements worth over $3 billion, covering hydroelectric facilities with a combined capacity of 670 megawatts [11] - Brookfield Renewable has also established a five-year agreement with Microsoft to develop over 10.5 GW of new renewable energy capacity, significantly larger than previous corporate agreements [12] - The potential for future collaborations between Brookfield and Microsoft extends to regions such as Asia-Pacific, India, and Latin America, as well as new carbon-free energy sources [13] Group 3: Future Outlook - Both NextEra Energy and Brookfield Renewable possess the capacity to meet the increasing power demands of AI, positioning them as essential partners for major tech companies [15] - The partnerships formed with tech giants like Google, Meta, and Microsoft are expected to provide robust returns for investors in these energy companies in the coming years [15]

Investors and project developers are becoming concerned about wind and solar power as climate change fuels increasingly unpredictable weather patterns. https://t.co/VHfBcFkcfV ...

Group 1: Enerparc's Trading License - German solar company Enerparc has been granted a Category V trading license by the Central Electricity Regulatory Commission (CERC) for interstate trading, allowing it to trade 500 million units of electricity annually for 25 years [1] - The license requires a minimum net worth of ₹2 crore and prohibits Enerparc from engaging in the business of electricity transmission during the license period [1] Group 2: Enerparc's Operations - Enerparc has been operating in India for 12 years and is an EPC player, having built 180 solar plants in 27 countries with a total capacity of 47GW globally [2] Group 3: CERC's Transmission License Decisions - CERC has denied a transmission license to TP Gopalpur Transmission Ltd, previously known as EREX-XXXIX Power Transmission Limited, which is owned by the Odisha government [3] - The commission noted that one applicant, ACME, withdrew its application, and another applicant, AVAADA, expressed a desire to shift to intra-State operations, leaving no participants for the instant transmission scheme valued at approximately ₹2,892 crore [4][5] - CERC deemed it premature to grant a transmission license for the instant transmission scheme and referred the matter back to the National Committee on Transmission for reconsideration [5] Group 4: ACME's Project Status - ACME Clean Energy Pvt Ltd withdrew its application for grid connectivity of 2,182 MW at the Gopalpur substation, but this withdrawal does not indicate abandonment of its green hydrogen project [5][6] Group 5: GELITHIUM Inverter Launch - GEON, part of the Kolsite Group, launched GELITHIUM integrated inverter solutions, combining an advanced inverter with a high-performance lithium-ion battery in a compact unit [7] - GELITHIUM is designed for homes, clinics, and small retail setups, offering up to 95% power efficiency and a lifespan 5–6 times longer than traditional lead-acid batteries [8] - The product charges faster, operates silently, and is maintenance-free, eliminating the need for external batteries and complex installations [9]

Investors and project developers are becoming concerned about wind and solar power as climate change fuels increasingly unpredictable weather patterns. https://t.co/SZQloYI5Rd ...

Singapore, Singapore--(Newsfile Corp. - December 21, 2025) - Strengthening Regional Energy Resilience, Winmar Holdings has announced a partnership with CNAE Power aimed at accelerating large-scale Sodium Battery production to support renewable energy storage and sustainability in Southeast Asia. The collaboration seeks to enhance the region's capacity for clean power integration and energy independence through advanced storage technology.Winmar Holdings Announces Strategic Partnership with CNAE Power for R ...