Core Insights - Clean energy ETFs, despite achieving double-digit gains in 2025, are facing challenges in attracting assets as the renewable energy sector grows rapidly [1][2] Group 1: Market Performance - The ALPS Clean Energy ETF (ACES) has returned 31.9% year-to-date and 25.2% over the past year, but shows a three-year annualized loss of 13.2% [1][4] - Global renewable power capacity is expected to double in the next five years, with an increase of 4,600 gigawatts [2] Group 2: Fund Composition - ACES tracks North American clean energy stocks, holding 48 companies across various sectors including solar, wind, electric vehicles, and battery storage [3][5] - The top holdings in ACES include Nextracker Inc. (6.5%), Eos Energy Enterprises, Inc. (5.7%), and First Solar, Inc. (5.6%) [5] - Electric vehicle manufacturers like Tesla, Rivian, and Lucid Group also represent significant portions of the fund's holdings [6] Group 3: Industry Trends - The U.S. ranks second globally in new solar growth, generating 190 terawatt hours of solar energy in the first half of 2025 [7] - The current clean energy boom in the U.S. is partly driven by businesses capitalizing on Biden-era clean energy tax credits before they expire [8]

Core Insights - Antero Midstream Corporation (AM) reported Q3 2025 earnings per share of 24 cents, missing the Zacks Consensus Estimate of 25 cents, but an increase from 21 cents in the same quarter last year [1][10] - Total revenues for the quarter were $295 million, surpassing the Zacks Consensus Estimate of $294 million and up from $270 million year-over-year [1][10] - Increased gathering and compression volumes helped mitigate the impact of rising operating expenses [2][10] Operational Performance - Average daily compression volumes reached 3,421 million cubic feet (MMcf/d), up from 3,269 MMcf/d a year ago, but below the estimate of 3,469 MMcf/d; compression fee per Mcf increased to 22 cents, a nearly 5% rise from 21 cents [3] - High-pressure gathering volumes totaled 3,170 MMcf/d, a 4% increase from 3,046 MMcf/d year-over-year, though below the estimate of 3,238 MMcf/d; average high-pressure gathering fee remained flat at 23 cents [4] - Low-pressure gathering volumes averaged 3,432 MMcf/d, up from 3,277 MMcf/d a year ago and above the estimate of 3,415 MMcf/d; average low-pressure gathering fee remained flat at 36 cents [5] - Freshwater delivery volumes were 92 MBbls/d, a 30% increase from 71 MBbls/d in the prior year, with an average distribution fee of $4.37, slightly below the estimate of $4.40 [6] Operating Expenses - Direct operating expenses rose to $57.9 million from $51.7 million a year ago; total operating expenses increased to $114.3 million from $107.4 million in the same period of 2024 [7] Balance Sheet - As of September 30, 2025, the company reported no cash and cash equivalents, with long-term debt standing at $3,009 million [8] Zacks Rank and Key Picks - Antero Midstream currently holds a Zacks Rank 3 (Hold); notable energy sector stocks include Oceaneering International (Zacks Rank 1), Canadian Natural Resources, and FuelCell Energy (both Zacks Rank 2) [9]

Core Insights - Enbridge Inc. (ENB) is scheduled to report its third-quarter 2025 results on November 7, before market opening [1] Group 1: Q2 Earnings Performance - In the last reported quarter, Enbridge's adjusted earnings were 47 cents per share, exceeding the Zacks Consensus Estimate of 41 cents, driven by higher contributions from Gas Transmission and Gas Distribution and Storage segments [2] - Enbridge has surpassed the Zacks Consensus Estimate in each of the last four quarters, with an average surprise of 5.61% [2] Group 2: Q3 Estimates and Trends - The Zacks Consensus Estimate for third-quarter earnings per share is 39 cents, reflecting a 2.5% decline from the prior year's reported figure [3] - The estimated revenue for the third quarter is $10.86 billion, indicating a 0.5% decrease from the year-ago figure of $10.91 billion [3][5] Group 3: Business Model and Performance Factors - Enbridge's low-risk business model, with over 98% of its EBITDA generated from regulated or long-term take-or-pay contracts, is expected to support stable earnings and cash flows [4] - Increased financing costs and higher maintenance expenses for midstream assets are anticipated to negatively impact overall profitability in the upcoming quarter [5][6] Group 4: Earnings Prediction - The current Earnings ESP for Enbridge is -3.42%, indicating that the model does not predict an earnings beat for this quarter [7] - Enbridge holds a Zacks Rank of 3, suggesting a neutral outlook [8]

Core Viewpoint - Ceres Power experienced a significant stock surge of over 23% following the announcement of a licensing deal with its largest Chinese shareholder aimed at powering data centers [1] Company Summary - Ceres Power is a British clean-energy technology developer that focuses on innovative solutions for energy generation [1] - The licensing deal is expected to enhance the company's capabilities in the data center sector, which is increasingly reliant on sustainable energy solutions [1] Industry Summary - The clean energy sector is witnessing growing interest and investment, particularly in technologies that support data centers, which are critical for digital infrastructure [1] - Partnerships between Western clean energy firms and Chinese stakeholders are becoming more common as both regions seek to advance their energy transition goals [1]

Core Viewpoint - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues, particularly when ad-blockers are enabled [1] Group 1 - The article suggests that users may face restrictions if they have ad-blockers enabled, indicating a need for adjustments in browser settings to ensure smooth access [1]

Core Insights - Clean Energy Technologies, Inc. (CETY) aims to develop energy-efficient solutions specifically for AI data centers and cryptocurrency miners [1] - The U.S. data centers consumed 183 terawatt-hours (TWh) of electricity in 2024, with projections to double by 2030; global data centers are expected to consume 460 TWh in 2024, increasing to over 1,000 TWh by 2030 [2] - Renewable energy is the fastest-growing source for data centers, anticipated to grow at an annual average rate of 22% from 2024 to 2030, fulfilling nearly 50% of the growth in electricity demand for data centers [2] Company Overview - CETY is evaluating a range of energy-efficient solutions to reduce operating costs for data centers, including AI-driven energy management systems, battery storage, and cooling technologies [3] - The company leverages its expertise in waste heat recovery and waste-to-energy technologies to capture opportunities in the growing market for energy-efficient solutions [3] - CETY is recognized as a leader in the zero-emission revolution, providing eco-friendly energy solutions and clean energy fuels for small and mid-sized projects across North America, Europe, and Asia [4]

Core Insights - The New York Energy Consumers Council (NYECC) honored leaders in the energy sector for their contributions towards a sustainable future during the 2025 ENYA awards ceremony [1][4] Award Summaries - **ENYA Lifetime Achievement Award**: Diana Sweeney was recognized for her twelve years as Executive Director, where she effectively led the organization through significant changes in New York's energy landscape and expanded its membership [1] - **ENYA Vision Award**: Esther Toporovsky, leading Community Sustainability Partners, has facilitated over $100 million in investments for more than 10,000 low-income housing units, promoting solar access and climate justice [2] - **ENYA Community Impact Award**: Jennifer Leone, Assistant Commissioner at NYC HPD, has integrated equity into over $100 million in decarbonization initiatives, including NYC's first housing energy retrofit pilot [2] - **ENYA Innovation Award**: Michael Reed directs statewide building transformation efforts at NYSERDA, focusing on large-scale climate action initiatives [3] - **ENYA Leadership Award**: Kelly Westby leads a team at Steven Winter Associates, delivering decarbonization and training to NYC buildings, while fostering a culture of mentorship [3] Event Details - The event featured a keynote address from Rich Dewey, President & CEO of the New York Independent System Operator, along with remarks from NYECC co-Presidents and Executive Director [4] - The event was hosted by Vornado Realty Trust, with principal sponsorship from various organizations including Trane and NYSERDA [4] About NYECC - NYECC is dedicated to promoting a sustainable and equitable energy future for New York City and Westchester County, advocating for reliable and affordable energy generation and delivery [5]

Core Viewpoint - Speculative trading has significantly influenced market volatility in October, affecting various asset classes, including traditionally stable sectors like energy and precious metals [1][2]. Energy Sector Analysis - Five breakout energy sector stocks are currently showing strong upward momentum, with scores of at least 98 on the Benzinga Edge Momentum scale [2]. - Oklo Inc. (NASDAQ:OKLO) has a momentum score of 99.38, despite reporting no profits and a wider-than-expected loss of 18 cents per share in Q2 2025. The stock has increased over 90% in the last three months, supported by a partnership with the U.S. Department of Energy [3][5]. - Energy Fuels Inc. (NASDAQ:UUUU) has a momentum score of 98.45 and has seen its stock rise over 300% year-to-date. However, it reported revenue more than 60% below expectations in Q2 2025 [6][8]. - Bloom Energy Corp. (NYSE:BE) has a momentum score of 99.67 and reported $1.6 billion in annual sales, with positive earnings of $0.10 EPS in Q2 2025. The stock surged due to a partnership with Brookfield Renewable Partners [9][11]. - Centrus Energy Corp. (NYSE:LEU) has a momentum score of 98.93 and reported over $430 million in sales last year, with its stock up more than 350% year-to-date. Despite a recent pullback, the long-term trend remains strong [12][13][15]. - Amprius Technologies Inc. (NYSE:AMPX) has a momentum score of 99.39 and reported $24 million in sales in 2024. The stock is up over 300% year-to-date, although it has seen a 5% decline in October [16][18].

Core Insights - Comstock Inc. will host a webinar on October 30, 2025, at 11:30 am ET to discuss recent financial results and business updates [1][2] - The webinar will include a Q&A session where participants can submit questions in advance [2] - Comstock Inc. focuses on innovating and commercializing technologies for clean energy systems, particularly in extracting and converting natural resources into reusable metals [3] Company Overview - Comstock Inc. operates in the clean energy sector, specializing in the extraction of metals such as silver, aluminum, and gold from end-of-life photovoltaics [3] - The company aims to support sustainable practices by efficiently utilizing under-utilized natural resources [3] Communication Strategy - Comstock Inc. utilizes various platforms, including its investor relations website and social media accounts, to disclose material non-public information and comply with regulatory obligations [4]

Core Insights - The energy sector, which was expected to thrive under President Trump's "Drill Baby Drill" policy, is currently underperforming, with oil stocks declining and crude prices falling significantly [1][2] - Clean energy investments are gaining traction, with the Invesco Roundhill Clean Energy ETF up 67% this year, indicating a shift in investor sentiment away from fossil fuels [5][6] Energy Sector Performance - The Energy Select Sector SPDR Fund (NYSE:XLE) is flat in 2025, making it the worst-performing sector in the S&P 500 [2] - Energy stocks are trading at levels not seen since January 2022, with the SPDR S&P Oil & Gas Exploration & Production ETF (NYSE:XOP) down over 7% year-to-date [3] Clean Energy Trends - Clean energy has outperformed oil equities for seven consecutive months, marking the longest streak since January 2021, with a 130% outperformance since April 2025 [5][6] - The shift towards clean energy is expected to continue, potentially ending a multi-year trend of oil outperformance that began in 2021 [6] Crude Oil Market Conditions - As of October 20, WTI crude is priced at $56 per barrel, down 22% year-to-date and nearing its lowest level since February 2021 [7] - The decline in oil prices is linked to OPEC+'s decision to increase production quotas by 4 million barrels per day over 18 months starting in April 2025 [7][8]