Financial Performance - As of September 2025, the net asset value (NAV) of UAB "Atsinaujinančios energetikos investicijos" (AEI) was EUR 94,367,121, down from EUR 96,476,602 at the end of June 2025 [1] - The share price decreased to EUR 1.6088 from EUR 1.6447 as of June 2025 [1] - The pro forma internal rate of return (IRR) since inception fell to 0.84%, down from 1.50% reported at the end of June 2025 [1] Solar Projects - In September 2025, AEI completed the divestment of its 2.6 MW solar project in Lithuania, UAB "Saulės Energijos Projektai" [2] - The construction of a 67.8 MW solar portfolio in Poland is nearing completion, with 49.8 MW operational and additional projects energised during Q3 [3] - The second solar portfolio in Poland, PL SUN sp. z o.o., has a total capacity of 114.0 MW, with Phase I largely finalised and expected to be fully operational by the end of 2025 [4] Wind Projects - A 112 MW wind farm project in Latvia is under construction, with long-term debt financing expected to be secured in Q4 2025 and energisation anticipated in Q1 2027 [6] - The 185.5 MW wind portfolio owned by UAB "Žaliosios investicijos," in which AEI holds a 25% stake, is operating without major disruptions, although arbitration proceedings are ongoing regarding the acquisition price [7] Hybrid Projects - UAB "Pakruojo vėjas" (45 MW wind) and UAB "Ekoelektra" (70 MW solar and 100 MW wind) are in the final stages of procurement [8] - UAB "JTPG" (70 MW solar) in Lithuania is progressing through environmental permitting to increase capacity with an additional 69 MW wind [9][10]

Too much solar on your roof could change your role from customer to speculator, writes @davidfickling. That could end up being expensive (via @opinion) https://t.co/dPqhbWo8wH ...

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by approximately 500 points on Monday [1] Bloom Energy Corporation - Bloom Energy Corporation's shares surged by 25.5%, reaching $109.03, following the announcement of a $5 billion partnership with Brookfield Asset Management to advance AI infrastructure [2][1] - The partnership will focus on deploying Bloom's technology for global AI factory projects, including a European site expected to be announced by the end of the year [1] American Battery Technology Company - American Battery Technology Company's shares rose by 35% to $9.11 after completing all required NEPA baseline studies for its Tonopah Flats Lithium Project, one of the largest lithium projects in the U.S. [4] Rare Earth Mineral Stocks - Stocks related to rare earth minerals saw significant gains, with Critical Metals Corp. increasing by 34% to $20.08 and USA Rare Earth, Inc. rising by 26% to $40.96, following President Trump's consideration of increased tariffs on Chinese products [4] - United States Antimony Corporation's shares rose by 24.4% to $15.20, while MP Materials Corp. gained 21.8% to $95.47 amid ongoing strength in the sector [4] Semiconductor Companies - Semiconductor stocks experienced a boost, with Broadcom Inc. rising by 9.3% to $354.83 after announcing a collaboration with OpenAI to deploy 10 gigawatts of AI accelerators [4] - Taiwan Semiconductor Manufacturing Company Limited gained 7.5% to $301.79, reflecting overall market strength and increased trader confidence [4] Tesla, Inc. - Tesla, Inc. shares increased by 3.5% to $428.14, as the company recorded its second-highest monthly sales in China for 2025 during September, indicating continued growth in the Chinese market [4]

Core Insights - The article discusses the growing importance of companies providing foundational infrastructure for artificial intelligence (AI), highlighting the potential investment opportunities in this sector [1][2]. Company Highlights - IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) are identified as key "AI Utility" companies with significant growth potential [2][3]. - IREN is noted for its access to low-cost renewable power, with rates as low as 3.5 cents per kilowatt-hour, and its integration with advanced AI hardware, including partnerships with NVIDIA [5]. - NBIS is recognized for its efficient cooling systems and has secured substantial contracts, including a $17 billion deal with Azure, positioning it as a critical player in high-density computing environments [4][3]. Market Trends - The demand for AI power in global data centers is projected to quadruple over the next decade, reaching 1,500 terawatt-hours by 2034, indicating a robust growth trajectory for companies in this space [6]. - The shares of IREN have seen a significant increase, up 471.41% year-to-date and 600.70% over the year, while NBIS has also performed well with a 324.71% YTD return [9]. Broader Investment Opportunities - The article outlines a diversified investment strategy that includes battery storage firms like Tesla Inc. (NASDAQ:TSLA) and Eos Energy Enterprises Inc. (NASDAQ:EOSE), nuclear energy providers, and transmission companies to support the growing energy needs of AI [7][8].

Core Insights - Enphase Energy is expanding its support for virtual power plants (VPPs) across Europe, enhancing features for smart grid management and energy market participation [1][2][4] Group 1: VPP Expansion and Features - Enphase has scaled its VPP presence in Europe, with deployments increasing by over tenfold in the past year, connecting thousands of homes in countries like the Netherlands, Germany, the UK, and Belgium [2] - New features for VPP support include one-minute data streaming, on-demand data access for system maintenance, home solar curtailment, and integrated control of heat pumps and EV chargers [4][5] Group 2: Partnerships and Market Impact - Enphase collaborates with energy providers like Kraken and NextEnergy to enhance real-time management of customer assets, enabling smarter energy use and grid support [3] - The integration of AI and advanced APIs allows for predictive management of energy systems, turning installed devices into effective virtual power plants [3] Group 3: Product and Market Reach - Enphase has shipped approximately 81.5 million microinverters and deployed around 4.8 million systems in over 160 countries, establishing itself as a leader in microinverter-based solar and battery systems [6]

Core Viewpoint - The company reported a total power generation of 17.44 billion kWh for the third quarter, representing a year-on-year increase of 5.78% [1] Group 1: Power Generation Performance - Wind power generation reached 9.623 billion kWh, up 4.85% year-on-year [1] - Solar power generation totaled 7.651 billion kWh, showing a year-on-year growth of 12.93% [1] - Independent energy storage generation was 0.166 billion kWh, down 2.35% compared to the previous year [1] Group 2: Cumulative Power Generation - The cumulative total power generation for the first three quarters was 56.754 billion kWh, an increase of 7.89% year-on-year [1] - Cumulative wind power generation amounted to 34.684 billion kWh, reflecting a year-on-year growth of 7.60% [1] - Cumulative solar power generation reached 21.562 billion kWh, with a year-on-year increase of 11.18% [1] - Cumulative independent energy storage generation was 0.508 billion kWh, which is a significant year-on-year increase of 43.10% [1]

Core Insights - The private equity investment market in Jiangsu has seen a total of 1,139 financing events with a disclosed total amount of approximately 77 billion RMB from January to September this year, with a focus on hard industries like semiconductors and biomedicine [1] Investment Trends - Local investment firms such as Yuanhe Holdings, Jiangsu Gaotou, and Yida Capital are prominent in the market, alongside national top-tier venture capital institutions like Sequoia China and Hillhouse Capital, which have increased their investment projects in Jiangsu by over 30% year-on-year, particularly favoring biomedicine, new materials, and new energy sectors [2] - Yuanhe Holdings has invested in nearly 30 projects, focusing on semiconductors, new energy, healthcare, and artificial intelligence, and has issued the first technology innovation bond in Suzhou worth 600 million RMB [2][3] Semiconductor Sector - The semiconductor sector has emerged as the most favored investment area, accounting for over 30% of the total financing events with more than 350 occurrences [4] - Companies like Wuxi Xingwei Technology have successfully raised over 100 million RMB through multiple funding rounds, supported by local industry funds [4] - New industry funds have been established in Jiangsu, such as a 5 billion RMB fund dedicated to the integrated circuit industry, focusing on key projects and avoiding capital dispersion [5] Investment Ecosystem - A dual-driven model is forming in Jiangsu's investment ecosystem, combining large funds targeting current challenges with smaller, specialized funds nurturing early-stage technologies [5] - The introduction of measures to promote high-quality development in private equity investment aims to enhance the evaluation system and encourage long-term capital to support innovative enterprises [7] Investment Strategy Evolution - The investment strategy of venture capital firms is shifting from chasing short-term trends to focusing on full-chain integration and cross-sector collaboration [8] - For instance, Yida Capital's investments in the semiconductor sector cover the entire supply chain, enhancing the resilience and collaborative value of their investment portfolio [8]

【 热门视频推荐 】 点击在 看 持续关注↓↓ ↓ 自今年初以来，道格·伯格姆领导的内政部大幅加快化石燃料项目审批，并收紧风能、太阳能项目。Equinor与Ørsted的两个海上风电项目也曾因政 府停工令而中断。尽管最终得以恢复，但业内人士表示，这类反复让投资者信心受挫。 这一政策转向发生在美国用电需求快速上升之际。AI算力带来的数据中心热潮、电动车普及和家庭电气化均推高了能源消耗。NV Energy预计，到 2035年，内华达州的电力需求将比2022年增长34%。 太阳能产业协会批评政府无视法律，损害消费者、电网安全和经济竞争力。内政部虽未明确确认项目被取消，但表示开发商已同意调整方案，未来 将允许以分拆方式重新提交。NextEra表示，将继续推进项目的环境评估。 来源|国际财闻汇 美国土地管理局周四撤销对内华达州Esmeralda 7太阳能项目的批准。该项目规模达6.2吉瓦，原计划为近200万户家庭供电，被视为北美最大在建 太阳能项目之一。这一决定标志着特朗普政府对可再生能源的限制进一步升级。 据英国《金融时报》报道，Esmeralda 7项目由NextEra Energy、Arevia Power、Co ...

Core Viewpoint - The cancellation of the Esmeralda Seven solar project in Nevada represents a significant setback for renewable energy development under the Trump administration, reflecting a broader trend of limiting clean energy initiatives on federal lands [1][5]. Project Overview - The Esmeralda Seven solar farm was proposed to include seven solar farms covering 118,000 acres of federal land northwest of Las Vegas, aiming to be one of the largest photovoltaic power plants globally [2]. Regulatory Changes - The Interior Department has introduced new permitting reviews and requirements for wind and solar farms on public lands, which critics argue hinder the development of clean-energy projects [3]. - A directive mandates that the Interior Secretary must personally approve 69 separate wind and solar project proposals, alongside an energy-capacity density standard that may pose challenges for solar projects [4]. Industry Response - NextEra Energy Inc. has expressed its commitment to continue working with the Bureau of Land Management on the project's environmental analysis despite the cancellation [4]. - The cancellation of Esmeralda Seven is part of a broader trend affecting all public lands solar projects in Nevada, indicating a halt in renewable energy advancements since the Trump administration took office [5].

As filed with the U.S. Securities and Exchange Commission on October 10, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _____________________________________ Alussa Energy Acquisition Corp. II (Exact name of registrant as specified in its charter) _____________________________________ | Cayman Islands | 6770 | N/A | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standard In ...