Chariot's renewables business is "executing at pace" Proactive uses images sourced from Shutterstock Chariot Ltd (AIM:CHAR, OTC:OIGLF) said South African renewable electricity trader Etana Energy has secured a further 150MW of sole offtake from the Orkney 219MW solar PV project, as the development reached financial close. Orkney, in South Africa’s North-West province, is being built by Mulilo and financed by Mulilo plus a consortium of South African financial institutions. Once operational, the project is ...

Core Viewpoint - Enel has formalized agreements to acquire a portfolio of wind and solar power plants in the US with a total installed capacity of 830MW for approximately $1bn, enhancing its renewable energy portfolio in North America [1][2]. Group 1: Acquisition Details - The acquisition is conducted through Enel Green Power North America (EGPNA) and involves purchasing assets from Excelsior Energy Capital [1]. - The enterprise value of the entire portfolio is estimated at around $1.3bn [1]. - The deal is expected to be completed in the third quarter of 2026, pending regulatory approvals [2]. Group 2: Financial Impact - Enel anticipates an annual increase of approximately $145m in consolidated ordinary earnings before interest, taxes, depreciation, and amortization following the acquisition [2]. Group 3: Strategic Alignment - Post-acquisition, Enel expects to achieve around 13GW of installed renewable capacity in North America, which includes wind, solar, and storage facilities [3]. - This acquisition aligns with Enel Group's strategy to expand its renewable generation portfolio by acquiring operational assets in advanced markets [3]. Group 4: Company Overview - Enel operates in 28 countries and manages approximately 93GW of global electricity generation capacity [3]. - The renewables division, Enel Green Power, holds around 68GW of various renewable energy sources [4]. - Enel's distribution network spans 1.8 million kilometers and connects 69 million end-users globally [4].

Core Viewpoint - IREN Limited (NASDAQ:IREN) has been added to the MSCI USA Index, which is expected to enhance its visibility and accessibility to institutional investors and index-tracking funds [2][3]. Group 1: Company Overview - IREN Limited, founded in 2018, operates renewable-energy-powered data centers focused on Bitcoin mining and AI cloud services, with its headquarters in Sydney, Australia [4]. Group 2: MSCI USA Index Inclusion - The inclusion in the MSCI USA Index will take effect after market close on February 27, 2026, and the index tracks approximately 85% of the U.S.'s free float-adjusted market capitalization [2]. - Co-Founder and Co-CEO Daniel Roberts stated that this milestone reflects the scale and liquidity built in the business and will broaden institutional access as the company executes its AI Cloud strategy [3]. Group 3: Analyst Ratings - On February 10, 2026, Canaccord Genuity analyst Joseph Vafi reiterated a Buy rating on IREN Limited with a price target of $70 [3].

Solar power has grabbed a foothold in Romania, with installed capacity expected to surpass 7 gigawatts in early 2026, driven by high demand, EU funding and over 290,000 commercial and residential consumers. The Eastern European country is rapidly installing solar to transition away from coal, enhance energy security, and meet European Union decarbonization targets. While it is not among the top European countries for installed solar power — that, in descending order, is Germany, Spain, Italy, the Nethe ...

Core Viewpoint - High-quality, high-yielding dividend stocks are expected to provide a growing passive income stream, with several companies demonstrating decades of consistent dividend growth [1] Group 1: Clearway Energy - Clearway Energy is a leader in clean power generation, owning a large portfolio of renewable energy and natural gas assets secured by long-term power purchase agreements, yielding a dividend of 4.7% [3][4] - The company aims to retain about 30% of its stable cash flows for reinvestment in additional income-producing clean power assets, expecting a cash flow per share growth of 7% to 8% annually through 2030 [4] - Clearway's market capitalization is $4.7 billion, with a current price of $39.58 and a dividend yield of 4.46% [5][6] Group 2: Energy Transfer - Energy Transfer operates energy midstream infrastructure, generating stable cash flow primarily through fee-based revenue, with a dividend yield of 7.1% [6][7] - The MLP retains nearly half of its stable cash flow for reinvestment, planning to invest at least $5 billion in expansion projects this year, which will support a dividend growth of 3% to 5% annually [7] - Energy Transfer's market capitalization is $65 billion, with a current price of $18.98 and a dividend yield of 6.98% [8][9] Group 3: Realty Income - Realty Income is one of the largest REITs, owning a diversified portfolio of properties secured by long-term net leases, yielding a monthly dividend of 4.9% [10][11] - The REIT retains about 25% of its stable cash flow for reinvestment and has a strong balance sheet, allowing for consistent dividend increases for over three decades [11] - Realty Income's market capitalization is $61 billion, with a current price of $66.10 [12] Group 4: Verizon - Verizon is a leading provider of mobile and internet services, generating significant recurring revenue, which supports a dividend yield of 5.8% [13][14] - The company expects to generate $21.5 billion in free cash flow this year, significantly exceeding its annual dividend payments, allowing for debt repayment and strategic investments [14][15] - Verizon has extended its dividend growth streak to 19 years, indicating strong financial health [15] Group 5: Summary of Investment Opportunities - Clearway Energy, Energy Transfer, Realty Income, and Verizon are highlighted as top dividend stocks, backed by stable cash flows and strong financial profiles, making them ideal for long-term passive income [16]

Core Insights - The article discusses Gregory Beard's leadership of the Office of Energy Dominance Financing (EDF), emphasizing its role as the largest energy lender globally with a loan authority of approximately $289 billion [2][3] - Beard aims to reshape the EDF by focusing on affordability, reliability, and a diversified energy portfolio, moving away from the previous administration's green energy emphasis [8][9] Group 1: Leadership and Objectives - Gregory Beard transitioned from the private sector to lead the EDF, motivated by a strong belief in the agency's mission under Secretary Chris Wright [3] - Beard's immediate focus includes a comprehensive review of loans approved during the Biden administration, impacting over 80% of the portfolio, valued at around $83.6 billion [4][5] - The EDF plans to dispense capital at a record rate, with a focus on projects that align with the Trump administration's energy goals [5][8] Group 2: Loan Portfolio and Strategy - The review process led to the cancellation or withdrawal of approximately $30 billion in conditional loan commitments and the restructuring of about $53 billion in loans [5] - The EDF is now concentrating on six key areas: nuclear, fossil fuels, critical materials, geothermal, grid and transmission, and manufacturing and transportation [8][9] - Beard indicated that the agency is "open for business" and has about 80 active loan applications, with expectations for a significant upcoming loan announcement [10][11] Group 3: Energy Market Dynamics - Rising electricity prices are becoming a critical issue for consumers, outpacing overall inflation [12] - The demand for power is increasing due to factors such as the energy needs of artificial intelligence and the reshoring of manufacturing [13] - Reliability concerns are highlighted, particularly regarding the power grid's ability to meet demand amid climate change-related challenges [14] Group 4: Nuclear Energy Focus - The EDF has historically supported nuclear projects and aims to prioritize this sector, with plans to quadruple U.S. nuclear capacity by 2050 [20] - The agency is willing to finance up to 80% of project costs, indicating a strong commitment to nuclear energy as a stable power source [21] - Recent loans include a $1 billion commitment to restart the Three Mile Island reactor and significant funding for other nuclear projects [22] Group 5: Critical Minerals Strategy - A key focus for the EDF is to reduce dependence on foreign critical minerals, particularly from China, which has previously restricted exports [23][24] - The EDF plans to support domestic projects that can disrupt China's dominance in metal supply chains essential for various industries [24][25] - Beard emphasizes the importance of replicable projects that benefit Americans and ensure repayment, streamlining the agency's operations [25]

Market Performance - The Tel Aviv Stock Exchange experienced an overall increase, with the Tel Aviv 35 Index rising by 0.52% to 4,232.11 points, the Tel Aviv 125 Index increasing by 0.71% to 4,202.67 points, and the BlueTech Global Index up by 0.75% to 678.20 points [1] - The All Bond corporate bond index saw a slight increase of 0.09% to 424.57 points, with total turnover in equities reaching NIS 5.03 billion and NIS 1.44 billion in bonds [1] Currency Exchange Rates - The shekel-dollar exchange rate was set 0.415% lower at NIS 3.123/$, while the shekel-euro rate decreased by 0.488% to NIS 3.674/€ [2] Notable Stock Movements - Bank Leumi led the market decline, falling by 1.63%, followed by Bank Hapoalim down 0.94%, Mizrahi Tefahot Bank down 1.45%, and Israel Discount Bank down 0.25% [2] - OPC Energy recorded the largest drop on the Tel Aviv 35 Index, decreasing by 2.28% [2] - Next Vision achieved the largest increase on the Tel Aviv 35 Index, rising by 6.04%, while Enlight Renewable Energy rose by 1.09%, Elbit Systems by 3.20%, Nice by 5.41%, and Teva Pharmaceutical Industries by 0.85% [3] - Outside the Tel Aviv 35 Index, Israel Canada rose by 7% and Acro Real Estate increased by 4.89% following their merger [3]

Core Insights - OMC Power is pioneering the repurposing of EV batteries in India, aiming to utilize their substantial second life for energy storage solutions in various market segments [6] - The company has partnered with Honda Motor Co. Ltd, which will supply used EV batteries for repurposing for seven years after three years of usage [3][6] - OMC Power is investing Rs 4,000 crore to develop a renewable energy portfolio of 1 GWp by 2030, with a significant portion coming from rooftop solarisation [6] Company Initiatives - The CEO of OMC Power highlighted the company's focus on repurposing EV batteries for home and commercial use, particularly in uninterrupted power supply (UPS) applications [6] - Initial pilot projects have shown positive customer experiences, including a recent project at a school in Hardoi, Uttar Pradesh, which involved a solar rooftop installation [5][6] - The company expects Honda to produce 6 million EV batteries annually, which will be available for repurposing in the coming years [5][6] Market Context - The repurposing of EV batteries is a new application area in India, addressing growing concerns about the future of EV batteries [6] - OMC Power's initiatives include rooftop solarisation, EPC, greening telecom infrastructure, and mini-grid development, indicating a diverse approach to renewable energy solutions [6]

Core Insights - The article highlights career opportunities that can yield up to $80,000 annually in industries less susceptible to automation, based on analysis from the Bureau of Labor Statistics and O*NET data [1] Group 1: High-Growth Careers - Dental Hygienists require an associate degree and a hygienist license, with a median salary of $94,260 and projected job openings of 15,500 [6] - Diagnostic Medical Sonographers need an associate degree or postsecondary certificate, with a median salary of $89,340 and projected job openings of 11,700 [7] - Respiratory Therapists also require an associate degree, focusing on assisting patients with breathing difficulties [3] - Radiologic and MRI Technologists need an associate degree to perform imaging tests, with a median salary of $80,450 and projected job openings of 16,800 [8] - Occupational Therapy Assistants, requiring an associate degree, help patients recover from injuries, with a median salary of $78,980 and projected job openings of 12,900 [8] Group 2: Technical and Skilled Trades - Wind Turbine Technicians need a postsecondary nondegree award in wind energy technology, focusing on the installation and maintenance of wind turbines [9] - Surgical Assistants and Technologists require a postsecondary certificate or associate degree, working alongside surgeons during procedures [10] - Electricians typically need a high school diploma or technical school certificate, with a median salary of $62,580 and projected job openings of 6,800 [12]

Core Insights - ReNew Energy Global plc (NYSE:RNW) is recognized as a strong alternative energy investment, reporting significant growth in Q3 FY2026 earnings with total revenue of ₹31,372 million (approximately $349 million), marking a 48% year-over-year increase [1] Revenue Growth - Power sales were a major contributor to revenue growth, reaching ₹18,290 million (about $204 million), which is a 22% increase from the previous quarter [2] - Electricity sold increased by 23.1%, totaling 5,077 million kWh compared to 4,125 million kWh a year ago [2] - Wind generation surged by 52.2% year over year, while solar generation grew by 7.9% year over year, attributed to newly commissioned capacity [2] Sequential Revenue Decline - Despite the year-over-year growth, revenue decreased significantly on a sequential basis, falling from ₹38,560 million in Q2 FY26 [3] - The decline was attributed to lower solar plant load factors due to reduced solar irradiation and revenue loss from assets sold as part of a capital recycling program [3] Earnings Performance - Quarterly EPS was reported at ₹0.16 per share, significantly surpassing the analyst consensus estimate of ₹-9.32 per share [4] - The net loss narrowed to ₹198 million (~$2.2 million), a substantial improvement from a net loss of ₹3,879 million (~$43 million) in Q3 FY25 [4] - Adjusted EBITDA increased by 54% year over year to ₹21,380 million (~$238 million), contributing to the near-breakeven result despite revenue decline [4] Full-Year Guidance - ReNew updated its full-year guidance, projecting FY26 adjusted EBITDA to be in the range of ₹90-93 billion and cash flow to equity between ₹14 billion and ₹17 billion [5] Company Overview - ReNew Energy Global plc is headquartered in Gurgaon, Haryana, India, and focuses on developing, owning, and operating utility-scale wind, solar, rooftop solar, and hydroelectric projects across India [5]