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Eguana and ITOCHU Amend Maturity Date of Unsecured Convertible Debenture, Provides Medicine Hat Update
TMX Newsfile· 2026-02-05 14:15
Calgary, Alberta--(Newsfile Corp. - February 5, 2026) - Eguana Technologies Inc. (TSXV: EGT) (OTC Pink: EGTYF) ("Eguana" or the "Company") is pleased to announce it has reached an agreement with the ITOCHU Corporation ("ITOCHU"), to amend the maturity date of the ITOCHU unsecured Convertible Debenture to March 13, 2026, providing additional runway for the partners to finalize negotiation of a longer-term solution. The extension includes all past interest, which was previously extended to the maturity date ...
Fluence Energy(FLNC) - 2026 Q1 - Earnings Call Presentation
2026-02-05 13:30
Q1 FY2026 Earnings Presentation February 5, 2026 © Fluence Energy Inc. All rights reserved. | Disclaimer Forward - Looking Statements The statements herein and referenced on the Company's earnings call that are not historical facts are forward - looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward - looking statements include, with ...
越疆开启第三批全尺寸工业人形机器人ATOM的2026年量产交付;商业航天首个卫星测发技术厂房诞生丨智能制造日报
创业邦· 2026-02-05 03:08
Group 1 - Counterpoint predicts that Broadcom will expand its market share in the custom chip (ASIC) market to 60% next year, capturing nearly 99% of wafer manufacturing orders from the top ten global data centers and ASIC customers [2] - The competition in the AI chip market is expected to intensify between ASICs and GPUs, with Broadcom and TSMC positioned as the biggest winners in the second phase of the AI chip boom [2] Group 2 - Yujian has commenced the mass delivery process for its third batch of full-size industrial humanoid robots, ATOM, which are set for large-scale delivery in 2026 [2] - LG Energy Solution has signed an agreement with Hanwha's U.S. subsidiary to supply 5 GWh of batteries for energy storage systems, with production planned locally to avoid tariff uncertainties [2] Group 3 - Samsung Display plans to start mass production of 8.6-generation OLED panels in May, which are expected to be used in Apple's upcoming OLED MacBook Pro models [2] Group 4 - Tianbing Technology announced the completion of the first satellite measurement and launch technology plant in China's commercial aerospace sector, which will enhance the efficiency of satellite testing and launch preparations [2]
Fluence Energy, Inc. Reports First Quarter 2026 Results; Reaffirms Fiscal Year 2026 Guidance
Globenewswire· 2026-02-04 21:05
Core Insights - Fluence Energy, Inc. reported significant growth in revenue and backlog, driven by increasing global demand for energy storage solutions [3][5][6]. Financial Performance - Revenue for the fiscal quarter ended December 31, 2025, was approximately $475.2 million, representing an increase of about 154.4% compared to the same quarter last year [5]. - The company reported a net loss of approximately $62.6 million, compared to a net loss of approximately $57.0 million for the same quarter last year [5]. - Adjusted EBITDA for the quarter was approximately $(52.1) million, compared to approximately $(49.7) million for the same quarter last year [5]. - The gross profit margin was approximately 4.9%, with an adjusted gross profit margin of 5.6% [5]. Backlog and Order Intake - The backlog as of December 31, 2025, reached approximately $5.5 billion, the highest level in the company's history, following over $750 million in order intake during the first quarter of 2026 [5][6]. - The company's pipeline has grown by approximately 30% to $30 billion since September 2025, reflecting strong demand from data centers, utilities, and industrial sectors [3]. Fiscal Year 2026 Outlook - The company reaffirmed its fiscal year 2026 guidance, expecting revenue between approximately $3.2 billion and $3.6 billion, with a midpoint of $3.4 billion fully covered by orders in backlog [6]. - Adjusted EBITDA for fiscal year 2026 is projected to be approximately $40.0 million to $60.0 million, with a midpoint of $50.0 million [6]. Key Operating Metrics - As of December 31, 2025, the company had 7.2 GW of deployed energy storage products, a 6% increase from September 2025 [31]. - The contracted backlog for energy storage products was 9.7 GW, up 7% from the previous quarter [31]. - The total pipeline for energy storage products reached 41.8 GW, reflecting a 17% increase [31].
Waymo Raises Another Red Flag for Tesla. Should You Sell TSLA Stock in February 2026?
Yahoo Finance· 2026-02-04 19:13
Core Viewpoint - Tesla is facing challenges in its core automotive business, with slowing deliveries and margin pressures, while its valuation is under scrutiny due to reliance on future growth in autonomous services and robotics [2][8]. Company Overview - Tesla is headquartered in Austin, Texas, and operates in the automotive and clean energy sectors, designing and selling electric vehicles (EVs), energy storage solutions, and solar products [2]. Financial Performance - In Q4 2025, Tesla reported total revenue of $24.9 billion, a 3% decline year-over-year (YOY), with automotive revenue falling 11% YOY to $17.7 billion [9][12]. - For the full year 2025, Tesla's revenue was approximately $94.8 billion, marking a 3% drop from 2024, the first annual revenue decline in the company's history [12]. - Tesla's net income for 2025 was $3.8 billion, down around 46% YOY, with non-GAAP EPS at $1.66, reflecting a 28% YOY decline [12]. Vehicle Deliveries - Tesla delivered 418,227 vehicles in Q4 2025, down about 16% from Q4 2024, with total vehicle deliveries for 2025 at approximately 1.6 million, a 9% YOY decrease [11][12]. Market Valuation - Tesla's current market cap is approximately $1.6 trillion, with a P/E ratio of 271.64 times, indicating high growth expectations from investors [7]. - The stock is trading at 14.35 times sales, a premium compared to its peers, raising concerns about its valuation based on current fundamentals [7][8]. Competitive Landscape - Waymo has recently raised $16 billion, achieving a valuation of roughly $126 billion, which could impact Tesla's market position in the autonomous vehicle sector [4]. - The competitive landscape is shifting, with Waymo's advancements in robotaxi services posing a challenge to Tesla's growth strategy [4]. Analyst Expectations - Analysts predict EPS growth of 53.2% YOY for fiscal 2026, followed by a 19.2% increase to $1.99 in fiscal 2027 [14]. - The consensus rating for Tesla stock is "Hold," with 41 analysts covering the stock, indicating a cautious stance on its valuation [15][16].
Energy Vault announces the Award of 100 MW / 870 MWh Long-Term Energy Service Agreement to its Development Partner in Australia
Businesswire· 2026-02-04 14:09
WESTLAKE VILLAGE, Calif. & EBOR, Australia--(BUSINESS WIRE)--Energy Vault Holdings, Inc. (NYSE: NRGV) ("Energy Vault†), a leader in sustainable, grid-scale energy storage solutions, and Bridge Energy Pty Ltd ("Bridge Energy†), an Australian developer bridging the gap between fossil fuels and renewable energy, today announced the Ebor Battery Energy Storage System (BESS) has been awarded a Long-Term Energy Service Agreement (LTESA) by AusEnergy Services. Located in Ebor, within the New England Region of ...
OZSCD wholly owned Subsidiary Varon Signs $1M Investment at $20M Valuation
Globenewswire· 2026-02-04 13:42
Core Insights - OZOP Energy Solutions, Inc. announced a $1 million equity investment in its subsidiary Varon Corp, valuing it at $20 million, aimed at strengthening the company's capitalization and supporting its operational initiatives [1][2][3] Investment Details - The investment consists of a total of $1 million, with a pre-money valuation of $20 million for Varon Corp, funded in multiple closings. An initial tranche of $200,000 was received on February 2, 2026, with the remaining $800,000 expected to close by the end of the quarter [2] - The investment is made by a private individual and is intended to support Varon's operational initiatives and brand development activities [2] Company Leadership Statements - Benjamin Varon Schubert, CEO of Varon Corp, expressed that the investment reflects confidence in their platform and operational execution, emphasizing the focus on building durable brands and aligning with investors who understand their market position [3] - Brian Conway, CEO of OZOP Energy Solutions, highlighted the investment as validation of Varon's operating model and leadership, reinforcing the strength of the underlying business and its growth platforms [3] Varon Wellness Overview - Varon Wellness operates high-velocity functional and performance beverage brands with a strong national retail presence in Canada, focusing on functional wellness, performance, and sports hydration [4] - The division includes brands like Bucked Up, a performance energy and protein brand, and Vitagua, a zero-sugar sparkling vitamin water brand aimed at health-conscious consumers [4] Strategic Investments - Varon Wellness has a strategic investment in Unity Electro Fest, a major Canadian music festival that serves as a platform for product trials and brand activation [5] - The division emphasizes flavor-first, consumer-led formulations that deliver functional benefits, supported by disciplined execution and scalable commercialization [5] Varon USA Overview - Varon USA focuses on creating healthy, performance-driven functional beverages, combining cultural relevance, marketing infrastructure, and exceptional taste [6] - The division supports brands like Ballislife Functional Sports Drink and SG Revive, which are embedded within influential cultural ecosystems [7] Consumer Engagement Strategy - Varon's platforms reach millions of engaged consumers annually through digital media, live events, and youth initiatives, converting cultural engagement into repeat consumer demand [8] Varon Spirits Overview - Varon Spirits is a boutique importer representing premium spirits brands, focusing on distinctive offerings rooted in heritage and craftsmanship [9][10] OZOP Energy Solutions Overview - OZOP Energy Solutions oversees a variety of products in the renewable energy sector, aiming to capture a significant share of the growing market for energy storage assets and infrastructure [11]
X @Bloomberg
Bloomberg· 2026-02-04 13:06
Lunar Energy wants to expand its home storage business at a time when the grid is increasingly under strain https://t.co/7wZx9l08VE ...
Tesla's Growing Energy Business: How Strong Is the 2026 Setup?
ZACKS· 2026-02-03 13:51
Core Insights - Tesla's electric vehicle (EV) business is facing challenges with declining deliveries, but its energy generation and storage segment is thriving, driven by strong demand for Megapack and Powerwall products [1][7] Group 1: Energy Generation and Storage Performance - Tesla's energy storage deployments have experienced a remarkable growth rate of 168% CAGR over the past three years [2] - In Q4 2025, Tesla reported record energy storage deployments of 14.2 GWh, with total deployments for the year reaching 46.7 GWh, marking a 49% increase year over year [3] - Energy generation and storage revenues reached $12.7 billion in 2025, up 27% from the previous year, contributing 13% to Tesla's total revenues [4] Group 2: Future Growth and Revenue Visibility - Tesla anticipates further growth in deployments with the introduction of Megapack 3 and the new Megablock solution, with production set to begin at Megafactory Houston [3][11] - The company expects to recognize $4.96 billion in deferred revenues from ongoing energy projects in 2026, more than double the amount recognized in 2025, indicating strong demand and a substantial backlog [5] Group 3: Profitability and Market Position - The energy segment achieved a gross profit of $1.1 billion in Q4 2025, marking the fifth consecutive record quarter, with full-year gross profit rising to approximately $3.8 billion, up 44% [6] - Despite potential margin pressures from competition and policy uncertainties, Tesla's energy business is noted for its scale, profitability, and growing demand, making it a resilient growth engine amid fluctuating EV demand [7] Group 4: Competitive Landscape - Legacy automakers like Ford and General Motors are expanding their energy storage initiatives in response to rising electricity demand and unpredictable EV sales [8] - Ford plans to convert part of its Kentucky battery plant for energy storage production and has committed an additional $2 billion to expand its energy business [9] - General Motors has launched GM Energy and introduced the PowerBank residential storage product, collaborating with Redwood Materials to repurpose EV batteries for stationary storage [10][12]
Enlight Reaches Final Development Milestones for CO Bar, Its Largest Project to Date
Globenewswire· 2026-02-02 13:00
Core Insights - The CO Bar Complex is one of the largest renewable energy projects in the U.S., with a total capacity of approximately 1.2 GW of solar generation and 4.0 GWh of energy storage [1][2] - The project is expected to generate around USD 270 million from electricity sales in its first full year of operation [1][3] - Enlight Renewable Energy has secured significant agreements, including a 1 GW Interconnection Agreement and 20-year tolling agreements for additional energy storage capacity [1][4] Project Details - The CO Bar Complex consists of five stages, with CO Bar 1 contributing 258 MW of solar generation and 824 MWh of energy storage, while CO Bar 2 and CO Bar 3 add 480 MW and 473 MW of solar generation, respectively [2] - CO Bar 4 and CO Bar 5 are dedicated to energy storage, providing 1,600 MWh and 1,576 MWh of capacity [2] - The total investment for the Complex is estimated between USD 2,860 million and USD 3,010 million, with a net investment of approximately USD 1,550 million to USD 1,630 million after tax benefits [3] Strategic Importance - The completion of the CO Bar project marks a significant milestone for Enlight in the U.S. market, following the financial closing of another large-scale project, Snowflake [5] - Enlight's strategy focuses on leveraging large interconnections to develop multiple components, which reduces development risks and enhances return on investments [5] - The project is expected to provide enough clean energy to power over 215,000 homes in Arizona [3] Construction Timeline - All five stages of the CO Bar Complex were safe harbored in 2025, with construction at CO Bar 1-2 progressing to the next phase [6] - Full mobilization of construction at CO Bar 3-5 is anticipated within the next 12 months, with initial commercial operations expected to begin from the second half of 2027 to the first half of 2028 [6] Leadership Statements - The CEO of Enlight emphasized that the CO Bar project represents a major advancement for the company's U.S. platform and demonstrates their capability to execute large-scale renewable energy projects [7] - The CEO of Clēnera highlighted the project's significance in building large utility-scale solar facilities that support regenerative land management principles [7]