Premier Energies has won contracts to supply and install solar power systems in the Republic of Benin, West Africa. The contracts, valued at $19.95m, form part of a national programme by the government of Benin to broaden access to reliable clean energy. Premier Energies’ scope of work includes the installation of 750 rooftop solar systems at district police stations, educational institutions, health centres and border surveillance units. The contract will also see Premier Energies install more than 4,4 ...

Key Points Oklo’s microreactors could revolutionize the nuclear industry. Nextracker’s solar tracking systems make solar panels more efficient. One company is still speculative, while the other is generating stable profits. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) and Nextracker (NASDAQ: NXT) both aim to disrupt established segments of the energy industry with newer technologies. Oklo develops small microreactors that can be linked together in smaller deployments than traditional nuc ...

TotalEnergies Sells 50% Stake in North American Solar Assets to KKR https://t.co/GcZKiynMVa ...

29 September 2025 | 7:24AM CST Equity Research CHINA SOLAR: TRACKING PROFITABILITY INFLECTION Sep Poly/Glass price above expectation, but likely to be reversed as downstream inventory piles up Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in Sep MTD: Jacqueline Du +852-2978-1783 | jacqueline.du@gs.com Goldman Sachs (Asia) L.L.C. c ...

This little solar stock still has a bright future.Nextracker (NXT -0.48%), a leading producer of solar tracking systems, went public at $24 per share on Feb. 8, 2023. Today, its stock trades at about $73. That rally was fueled by the warming solar market, which boosted its bookings, margins, and profits.But should investors still buy Nextracker's stock after that massive rally? Let's review its business model, growth rates, and valuations to decide. What does Nextracker do?Nextracker's solar tracking system ...

Core Insights - Zacks Investment Research has initiated coverage of Spruce Power Holding Corporation (SPRU) with a Neutral recommendation, highlighting the company's balance between steady cash flows and challenges from policy changes and a leveraged capital structure [1] Business Model and Financial Performance - Spruce Power operates approximately 85,000 long-term residential solar leases and power purchase agreements (PPAs), with an average remaining contract life of around 11 years, providing stable revenue visibility [2] - In Q2 2025, revenues increased by 48% year over year, while EBITDA rose by 71% to $24.6 million, attributed to disciplined asset management and a focus on existing portfolios [2] - The company has a history of growth through acquisitions, adding 67,000 contracts since 2018 through 14 deals, which have yielded mid-teen internal rates of return and diversified its solar footprint across 18 states [3] Operational Efficiency - Management has demonstrated a commitment to efficiency, with operations and maintenance expenses decreasing by 52% year over year in Q2 2025, resulting in an adjusted EBITDA margin of 52% [4] - The Spruce PRO platform has created a new revenue stream by offering billing, monitoring, and maintenance services for third-party portfolios, showcasing asset-light growth potential [5] Capital Management - Spruce announced a $50 million share repurchase program extending through mid-2027, reflecting confidence in cash generation and management's intent to return capital to shareholders [6] Challenges and Risks - The phaseout of federal solar investment tax credits is expected to limit acquisition opportunities, a key driver of Spruce's growth [7] - The company carries $717.1 million in total debt, with rising interest costs impacting earnings [7] - Spruce's net portfolio value decreased to $170 million in Q2 2025, raising concerns about acquisition returns and cash flow durability, despite rising revenues and EBITDA [8] - The company's shares have underperformed compared to peers due to concerns over leverage, regulatory risks, and cash flow sustainability [9] Investment Outlook - Spruce Power offers exposure to stable, long-term solar cash flows, operational efficiency, and a proven acquisition strategy, but faces challenges from regulatory changes, high leverage, and valuation concerns [10]

Core Points - Founder Group Limited (FGL) has signed a Heads of Agreement with Planet QEOS Sdn. Bhd. for a large-scale renewable energy facility in Sarawak, Malaysia, valued at up to RM1.16 billion (USD276 million) [1] - The project includes a 310 MWp solar photovoltaic power plant and a 620 MWh Battery Energy Storage System (BESS), making it one of the largest clean energy developments in the region [2] - This facility will be Malaysia's first "firm" solar power plant, providing continuous renewable electricity comparable to conventional energy sources [3] Economic and Digital Transformation - The development of a 200 MW Tier-4 Green Data Centre Park on 350 acres in Baram is part of the initiative, expected to generate over RM1 billion in foreign direct investment [4][5] - The project supports Sarawak's vision to become the "Battery of Asean" and aims for a generation capacity of 10 GW by 2030 [6] Management Commentary - The CEO of FGL emphasized the company's commitment to large-scale infrastructure investments that focus on sustainable returns and significant economic impact [7] Company Overview - Founder Group Limited specializes in end-to-end EPCC solutions for solar PV facilities in Malaysia, focusing on large-scale solar projects and commercial and industrial solar projects [8]

Core Viewpoint - SunPower has successfully completed the acquisition of Sunder Energy, positioning itself as the fifth largest company in the U.S. residential solar industry by installed megawatts [1] Company Overview - SunPower, previously known as Complete Solaria, Inc., is a leading provider of residential solar services in North America, focusing on energy-efficient solutions [4] - Sunder Energy is recognized as the leading independent solar sales company in the U.S., empowering homeowners to manage their energy costs and produce clean energy [5] Acquisition Details - The acquisition is expected to restore SunPower's revenue to pre-ITC levels and set new records, driven by Sunder's sales force of 893 independent dealers and 20 permanent employees [2] - The integration plan includes a 10-person leadership team overseeing 10 integration tracks, with a goal of completing approximately 310 deliverables within a quarter [3] - The acquisition is anticipated to double SunPower's sales force from 841 to 1,734 representatives, leveraging Sunder's sales software and methodologies [2][3] Market Position and Growth Potential - The acquisition positions SunPower to rapidly expand its market share across the U.S., with expectations to grow from 22 to 45 states [7] - The U.S. solar industry is projected to grow by $32.6 billion in 2025, indicating a favorable environment for the combined entity [7] - SunPower expects to generate significant revenue from Sunder's 5,500 new solar contracts annually, enhancing its overall financial performance [7]

OREM, Utah, Sept. 26, 2025 (GLOBE NEWSWIRE) -- SunPower (formerly d/b/a Complete Solaria, Inc.; herein “SunPower,” the “Company,” or Nasdaq: “SPWR”) a solar technology, services, and installation company, today announced that it has closed its strategic acquisition of Sunder Energy (“Sunder”), a leading residential solar sales company to create the U.S. residential solar industry’s No. 5 company in installed megawatts, using data from Ohm Analytics. SunPower CEO T.J. Rodgers said, “This acquisition will imm ...

The US is investigating whether Waaree Energies Ltd., India’s largest solar panel maker, evaded anti-dumping and countervailing duties on solar cells from China and other Southeast Asian nations. Most Read from Bloomberg US Customs and Border Protection has started a formal investigation of Waaree and Waaree Solar Americas Inc. and imposed interim measures because there is reasonable suspicion the company evaded duties when bringing merchandise into the US, according to a public notice by the agency o ...