New Delhi: Singapore’s Keppel Ltd has bought energy major Shell Plc’s 49% stake in pan-Asian solar developer Cleantech Solar in a deal valuing the equity at around $200 million taking full control of the company. It next plans a sale of Cleantech for around $400 million, said two people aware of the development. Both requested anonymity. Keppel already owns 51% stake in Cleantech. Keppel Corporation Ltd, Keppel Asia Infrastructure Fund LP (KAIF) and a co-investor of KAIF, through Cloud Alpha Pte Ltd, had a ...

Core Insights - Several markets, including Austria, the UK, Portugal, Norway, and Singapore, are currently undervalued, trading at steep discounts compared to global peers, driven by narratives that overshadow fundamental analysis [1][2][12] Austria - Austria is characterized as a small, cyclical market with a concentration in banks, energy, and industrials, often sold off during negative European headlines, leading to modest earnings multiples and strong dividend yields [3][4] - Raiffeisen Bank International exemplifies this opportunity, offering a 6% yield and trading at a discount to tangible book value, with potential for re-rating if geopolitical tensions ease [4] United Kingdom - The UK market is marked by neglect and a structural discount, trading at a significant valuation gap to the U.S. while offering higher dividend yields [5][6] - Domino's Pizza Group serves as a case study, with stable cash flow, ongoing share buybacks, and a dividend yield of around 2.5%, yet still valued lower than U.S. counterparts [6] Portugal - Portugal's market is often overlooked due to its smaller size, focusing on utilities and energy, which provide steady earnings and respectable dividends despite being labeled as low growth [7][8] - Energias de Portugal SA represents this narrative, with a 4.1% yield and growth driven by grid modernization and renewable energy expansion [8] Norway - Norway's market is heavily influenced by energy but also benefits from strong operators and a robust sovereign wealth fund, providing high free cash flow yields [9][10] - MPC Container Ships ASA fits this profile, offering a near 9% yield and generating high free cash flow through long-term contracts [10] Singapore - Singapore's market is driven by its dominant banks and a strong REIT ecosystem, providing stable income and compounding book value despite being perceived as mature [11][12] - The Singapore Exchange ADR exemplifies this, with a dividend yield of about 3.5% and a focus on expanding trading and derivatives markets [11] Common Thread - The five markets share characteristics of strong cash generation, solid balance sheets, and have been undervalued by global investors, presenting substantial future return opportunities [12][13] Global Value Perspective - The valuation gap between the U.S. and other global markets has reached historical extremes, allowing investors to acquire solid, dividend-paying businesses in Europe and Asia at half the multiples of U.S. counterparts [14][15] - As global capital costs normalize, markets that offer yield, cash flow, and tangible value are expected to lead the next investment cycle [16]

ENGLEWOOD, Colo., Oct. 20, 2025 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO) announced today that it will host a conference call on November 10, 2025, at 4:30 p.m. ET (2:30 p.m. MT) to report its financial results for the third quarter that ended September 30, 2025. To participate in the live call, please register through the following event weblink: https://register-conf.media-server.com/register/BI33e4e5053f8644aa87e6a416132c4d8c After registering, participants will be provided with a dial-in number and ...

China’s largest turbine makers are lobbying the government to install at least 120 gigawatts of wind power capacity in each of the next five years https://t.co/DKqxKjRfvE ...

Core Insights - The primary bottleneck for the AI industry's growth is shifting from chip performance to power supply, as highlighted by tech analyst Beth Kindig from I/O Fund [1][2]. Energy Sector: The Next AI Investment Frontier - The energy demands of next-generation GPUs are expected to drive "at least 10x growth" in strategically selected energy stocks, positioning the energy sector as a significant investment opportunity in AI [2]. - Kindig's firm has begun transitioning into energy investments, driven by major tech companies' increasing need for alternative power sources to support their AI infrastructure [3]. GPU Energy Requirements - Nvidia's upcoming Blackwell platform is projected to require around 100 to 140 kilowatts, with expectations that GPU energy needs could reach 1 megawatt by the end of the decade, indicating a tenfold increase in power demand [4]. - This rising energy requirement presents a compelling investment opportunity in the energy sector [4]. Power Supply Concerns - Without sufficient power supply, expensive GPU systems may remain unused, prompting major tech companies to proactively secure power resources to avoid future bottlenecks [5]. - Kindig anticipates that Nvidia's forthcoming "Ruben" chip, expected in the next one to two years, could significantly strain the power grid, further emphasizing the urgency for companies to accumulate power resources [6]. Innovative Energy Solutions - The energy crisis in AI has led to proposals for unconventional solutions, such as floating data centers by OpenAI and Samsung, which aim to utilize cold seawater for cooling, potentially reducing energy consumption by up to 70% [8]. - Concepts like orbital data centers, proposed by Jeff Bezos and Chamath Palihapitiya, could harness solar power and natural cooling from space, becoming cost-competitive within two decades [9]. Energy Investment Performance - While the broader energy sector has underperformed, nuclear energy ETFs have shown strong performance, with some funds achieving year-to-date gains of over 79% [10][12]. - Industry experts suggest that nuclear energy could emerge as a lower-cost electricity source compared to solar [11].

It is a country with almost no oil or gas of its own, which until recently was a disadvantage. But in a decade Spain has transformed its energy matrix https://t.co/z1aT1mjRAb ...

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: China Utilities, Renewables & Power Grid [2][3] - **Key Trends**: Rapid deployment of renewable energy sources, particularly wind and solar, with annual installations projected at 200 to 300 GW [2][4] Core Insights 1. **Renewable Energy Deployment**: - Wind and solar installations are expected to reach 200-300 GW annually, with cumulative installations surpassing 3,000 GW by 2030 [4][2] - Offshore wind is anticipated to have the best growth prospects due to higher utilization hours and government support [4][2] 2. **Energy Storage Systems (ESS)**: - Strong growth in energy storage systems and pumped storage, with a combined CAGR of 20% projected until 2030 [2][8] - The power regulation capacity gap for renewable energy is estimated to reach 700 million kW by 2030, necessitating increased ESS deployment [8][5] 3. **Grid Investments**: - Continued investment in grid infrastructure is essential for integrating renewable energy, with UHV (Ultra High Voltage) capex expected to rise from RMB 380 billion per annum during the 14th FYP to RMB 500-600 billion during the 15th FYP [9][2] - Distribution grid automation is projected to grow at a CAGR of 15% due to increased capacity from distributed renewable projects [9][2] 4. **Thermal Power Outlook**: - Capacity charges for thermal power plants are expected to increase from 30% to 70% of fixed costs by 2030, while their role in peak shaving will diminish [10][2] - Thermal plants will generate more revenue from ancillary services, potentially offsetting lower utilization rates [10][2] 5. **Green Power Trading**: - Anticipated policy reforms may lead to green certificates covering all renewable power by the end of 2025, with prices expected to rise from RMB 5-6 to RMB 50 per certificate [11][2] - Green power trading volume is projected to reach 1.5 trillion kWh by 2030, growing at a CAGR of over 30% [11][2] Investment Recommendations - **Top Picks**: - Daqo (DQ US), GCL Tech (3800 HK), Orient Cable (603606 CH), Nari (600406 CH), and Huaming (002270 CH) are rated Overweight (OW) [2][12] - A long/short pair strategy is recommended with Longyuan (916 HK, OW) and Huaneng (902 HK, Underweight) [12][2] Additional Insights - **Catalyst-Rich Environment**: The period leading up to mid-2026 is expected to be rich in catalysts for policy discussions, which could positively impact the renewable energy sector [3][2] - **Technological Advancements**: Innovations in offshore wind technology, such as larger turbines and flexible DC cable transmission, are expected to enhance project returns [4][2] Conclusion - The renewable energy sector in China is poised for significant growth driven by government support, technological advancements, and increasing demand for energy storage solutions. Investment opportunities are abundant, particularly in companies aligned with these trends.

These renewable energy stocks could produce high-powered total returns in the coming years.The transition to lower-carbon energy sources, such as renewables, is inevitable. The world can't burn fossil fuels forever. They're a finite resource that do damage to the environment.Given this backdrop, investing in renewable energy stocks is a logical choice. Brookfield Renewable (BEPC -2.25%) (BEP -0.68%) and Clearway Energy (CWEN.A -1.22%) (CWEN -1.71%) are leaders in this space. They also pay attractive and gro ...

Market Overview - The market is currently in a growth environment driven by advancements in technology, particularly AI, along with breakthroughs in materials, autonomy, robotics, and energy storage [2][3] - There is a pro-growth administration that is reducing regulations and increasing government spending in key technology areas to support business growth [3] Capital Expenditure (Capex) Insights - There is ongoing discussion about potential overspending on capex, but the current capex is seen as appropriate given the early stages of the AI revolution [5][6] - Capex spending is frontloaded, particularly in data center construction, which is expected to drive AI growth across various sectors over the next 20 to 30 years [6] Energy Demand and Challenges - The energy demand from data centers is projected to increase significantly, from 4% of the U.S. energy supply today to 12% by 2028, creating a bottleneck in energy supply [10][11] - The current electrical grid is not equipped to handle this increased demand, necessitating upgrades and new power sources, which can take an average of five years to come online [11][12] Investment Opportunities - Companies that provide essential components for the AI revolution and energy infrastructure, such as GE Vernova and MP Materials, are identified as strong investment opportunities [13][14] - MP Materials is focusing on onshoring the processing and manufacturing of rare earth metals, which are critical for batteries and other technologies [14][16] Market Outlook - A potential sell-off in the market is anticipated around mid-2026 as capex spending meets energy supply constraints [9][12] - The demand for rare earth materials is expected to remain strong due to ongoing export controls from China, supporting the durability of investments in companies like MP Materials [16]

Yet again, of course, we'll do stocks on our radar, like we do every Thursday here, but before we begin, we actually want to start with today's news from a company you don't hear much about the news because they're a great company that tends to stay out of the lime light, and that's Ferrari. Shares of Ferrari are down about 14.8% as we are taping this after the company announced changing to its electric vehicle strategy and financial guidance that was lower than expected. The company now projects its electr ...