PASADENA, CA / ACCESS Newswire / September 11, 2025 / Green Rain Energy Holdings Inc. (OTC PINK:GREH) an ESCO company, announces its infrastructure growth plans for California as an estimated $50 billion plus is allocated for the state's clean energy market. As private capital is poured into renewable energy opportunities, California's massive clean energy market represents over $50 billion in investment opportunities by 2030, with state mandates requiring 100% clean electricity by 2045. ...

Core Insights - Madison Energy Infrastructure has secured $800 million in debt to enhance clean energy infrastructure across the US [1][4] - The debt facility will enable Madison to meet increasing customer demand and achieve 1GW in operating capacity [1][2] Group 1: Financial Details - The construction-to-term debt facility was provided by a consortium of lenders including Fifth Third Bank, Société Générale, BNP Paribas, KeyBank, Crédit Agricole, TD Bank, Lloyd's, and Natixis [1][2] - The funds will support project development, construction, and ongoing operations, enhancing Madison's clean energy services for various businesses and communities [2][3] Group 2: Company Background - Madison Energy was established in 2019 and focuses on developing, owning, and operating distributed solar and energy storage projects across the US [3] - The company has developed a portfolio exceeding 470MW of assets since its inception and is currently a portfolio company of EQT Infrastructure [3][4]

Core Viewpoint - Concerns about a potential recession are rising, but certain energy companies, specifically Enbridge and Brookfield Renewable, have resilient business models that can withstand economic downturns [1][12]. Group 1: Enbridge - Enbridge operates one of North America's largest energy infrastructure businesses, with a low-risk model supported by cost-of-service agreements and long-term contracts that backstop 98% of its cash flows [4][6]. - The company has achieved its annual financial guidance for 19 consecutive years, including during two major recessions [4]. - Enbridge pays out 60% to 70% of its stable cash flow as dividends, currently yielding 5.6%, providing a solid return for investors [5]. - The company has a significant backlog of growth capital projects expected to come online through the end of the decade, anticipating a 3% compound annual growth rate in cash flow per share through next year, accelerating to about 5% thereafter [6]. Group 2: Brookfield Renewable - Brookfield Renewable is one of the largest renewable energy producers globally, with 90% of its electricity sold under long-term, fixed-rate power purchase agreements, which are indexed to inflation for about 70% of its revenue [8]. - The company expects its existing power portfolio to deliver 4% to 7% growth in annual funds from operations (FFO) per share through the end of the decade, driven by inflation escalations and margin enhancements [9]. - Brookfield has a vast pipeline of renewable energy projects, including 10.5 gigawatts for Microsoft, which is expected to add 4% to 6% to its FFO per share annually as they come online [9][10]. - The company has financial flexibility for acquisitions, recently agreeing to invest up to $1 billion in Isagen, which will add 2% to its FFO per share next year [10]. - Overall, Brookfield anticipates more than 10% annual FFO-per-share growth for the foreseeable future, with expected dividend increases of 5% to 9% each year [11].

Core Viewpoint - The company is experiencing a decline in revenue and profit for the first half of 2025, while actively exploring new energy storage technologies and expanding its installed capacity in response to market demands [2][3]. Group 1: Financial Performance - In the first half of 2025, the company's operating revenue was 1.4736 billion yuan, a decrease of 2.19% year-on-year [2]. - The total profit for the same period was 474.5 million yuan, reflecting a year-on-year decrease of 12% [2]. Group 2: Installed Capacity - As of the first half of 2025, the company had an installed capacity under construction of 13.8178 million kilowatts, with wind and solar power accounting for 10.0178 million kilowatts [2]. - The breakdown of the installed capacity includes 27% from onshore wind, 26% from offshore wind, and 47% from solar power, with the remaining 3.8 million kilowatts from thermal, pumped storage, and energy storage projects [2]. Group 3: Energy Storage Initiatives - The company is actively exploring various new energy storage technologies, with an installed capacity of over 3 million kilowatts in new energy storage projects [3]. - The main application scenarios for energy storage include independent storage and renewable energy supporting storage, with independent storage generating revenue through participation in the electricity spot market and providing ancillary services [3]. - The company plans to closely monitor regional market rules and policy changes regarding new energy storage, particularly supporting storage, to optimize project participation strategies in the electricity market [3].

Core Insights - The ALPS Electrification Infrastructure ETF (ELFY) is positioned to capitalize on the growing demand for electrification infrastructure, driven by next-generation industries and technologies such as AI and electric vehicles [2][3][4] - The transition from fossil fuels to renewable energy is expected to incur significant costs, which could benefit companies within the ELFY portfolio [4][6] - Global investment in clean energy and infrastructure reached $2 trillion last year, with projections indicating a doubling of this figure by 2030 [6] Group 1: Market Positioning - ELFY was launched in April and is seen as a timely entry into the market, potentially ensuring its long-term relevance [2] - The ETF is at the center of megatrends, as the world shifts towards renewable energy while still heavily relying on fossil fuels [4] Group 2: Financial Considerations - The World Economic Forum emphasizes the need for coordinated development across the energy value chain to achieve electrification goals [5] - Alternative financing models are being explored by utilities globally, which could enhance the financial viability of electrification projects and benefit ELFY holdings [7][8]

Norway’s $2 trillion sovereign wealth fund is looking to expand its renewables investments, including into assets such as power grids, according to its global head of energy and infrastructure https://t.co/9pVzV7VUEH ...

Orrön Energy AB (“Orrön Energy”) is pleased to announce the composition of the Nomination Committee for the 2026 Annual General Meeting (“AGM”) to be held on 1 April 2026. The Nomination Committee has been formed with the following members: Aksel Azrac (Nemesia S.à.r.l.)Richard Ollerhead (JNE Partners LLP)Sussi Kvart (Handelsbanken Fonder AB) At the Nomination Committee’s first meeting, Aksel Azrac was elected as Chair of the Nomination Committee. The Nomination Committee shall make recommendations to the 2 ...

Orrön Energy AB (“Orrön Energy”) is pleased to announce the composition of the Nomination Committee for the 2026 Annual General Meeting (“AGM”) to be held on 1 April 2026. The Nomination Committee has been formed with the following members: Aksel Azrac (Nemesia S.à.r.l.)Richard Ollerhead (JNE Partners LLP)Sussi Kvart (Handelsbanken Fonder AB) At the Nomination Committee’s first meeting, Aksel Azrac was elected as Chair of the Nomination Committee. The Nomination Committee shall make recommendations to the 2 ...

Project Status - A 5 billion USD wind farm project off the New England coast was 80% complete [1] - The project received a stop-work order from the Trump administration [1] Industry Impact - Workers and suppliers involved in the wind farm project are in limbo [1]

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: The conference call discusses the energy sector in Asia, particularly the nuclear power and renewable energy industries, highlighting the strategic importance of these sectors amid rising electricity demand and geopolitical tensions [1][2][4][9][38]. Core Insights and Arguments - **AI-Driven Power Demand**: Global electricity demand is projected to grow at a CAGR of 3.7% from 2024 to 2026, with emerging markets in Asia, particularly China and India, expected to drive 60% of this growth [9][10]. Data centers are anticipated to increase their share of global electricity use from 1-2% to 3-4% by 2030, contributing a 0.3% CAGR to overall power demand [1][10]. - **Green Energy Transition**: Renewables now account for over 45% of global electricity capacity, a 15 percentage point increase over the past decade, primarily replacing coal rather than adding new supply [2][20][21]. - **Nuclear Power's Role**: Nuclear energy, with a capacity factor exceeding 90% and zero carbon emissions, is positioned as a key player in providing clean baseload power. Investment in nuclear has surged, growing at a ~14% CAGR from 2020 to 2024 [3][22][30]. The share of nuclear in global generation is projected to rise from ~9% today to over 12% by 2040 [22]. - **Investment Opportunities**: The Asia Nuclear Power basket (GSSZNUCL) has been introduced to capture investment opportunities in companies involved in the nuclear energy cycle. This basket, along with Environmental & Renewables (GSSZEVMT) and Power & Electricity (GSSZPOWE), forms the Power Up Asia aggregate basket (GSSZPOWU) [5][38]. Important but Overlooked Content - **Diverging Energy Landscape in Asia**: Different countries in Asia are taking varied approaches to energy transition. China is leading in energy transition investments, while Japan is restarting nuclear plants, and South Korea is expanding its nuclear footprint. India is focusing on renewables and coal to address power deficits, and Australia remains a key uranium exporter [4][35]. - **Core-Satellite Investment Recommendation**: The recommendation is to accumulate or buy nuclear stocks on weakness, given their strong year-to-date performance (+40%). Renewables are also favored due to China's anti-involution policy trends, while Power and Electricity sectors are seen as stable with compelling valuations [6][41][42]. - **Valuation Trends**: Nuclear stocks have recently experienced a sharp re-rating, now trading at the highest P/E multiples, while Power & Electricity stocks remain relatively inexpensive compared to their historical averages [44][59]. Conclusion - The conference call emphasizes the strategic importance of nuclear and renewable energy in Asia's energy landscape, driven by rising electricity demand and the need for energy security. Investment opportunities are highlighted through the introduction of specific baskets targeting these sectors, with a focus on the long-term growth potential of nuclear energy amidst a backdrop of technological innovation and policy support [38][64].