Rising Energy Demand Will Lift Brookfield Renewable. Buy the Stock. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Rising Energy Demand Will Lift This Stock## Renewable energy is here to stay. Investors get diversified exposure by buying t ...

Core Viewpoint - A securities class action lawsuit has been filed against Enphase Energy, alleging that the company made false or misleading statements regarding its financial and operational prospects during the class period from February 25, 2025, to February 2, 2026 [1]. Group 1: Allegations - The lawsuit claims that Enphase Energy overstated its ability to manage channel inventory [2]. - It is alleged that the company exaggerated its capacity to mitigate the effects of the termination of the Residential Clean Energy Credit under Internal Revenue Code Section 25D [2]. - The complaint states that these misrepresentations led to an overstatement of the company's financial and operational prospects [2]. Group 2: Financial Impact - On October 28, 2025, Enphase Energy reported third-quarter financial results, indicating that elevated channel inventory would lead to lower battery storage shipments in the fourth quarter of 2025 [2]. - The expiration of the 25D Credit was expected to negatively impact revenues for the first quarter of 2026 [2]. - Following this announcement, the company's stock price fell by more than 15% [2]. Group 3: Legal Proceedings - Investors who acquired shares of Enphase Energy during the class period are encouraged to contact the law firm Gainey McKenna & Egleston before the lead plaintiff motion deadline on April 20, 2026 [3].

Core Insights - Hecate Energy Group LLC has successfully closed the sale of its Cereza solar and storage project, which has a capacity of up to 2,000 MW, to Savion, aligning with its strategy to develop and monetize large-scale energy campuses [1][9] - The sale reinforces Hecate's track record of over 12 GW of projects sold and contributes to a revenue backlog exceeding $686 million, showcasing the company's development capabilities and market leadership [2][4] Company Overview - Hecate Energy, headquartered in Chicago, is a prominent U.S. developer of utility-scale energy parks, with a diversified portfolio that includes solar, battery storage, wind, and thermal generation [5] - Since its inception in 2012, the company has developed over 5 GW of projects to construction or operations and has sold more than 12 GW of power plant and storage projects [5][6] Project Development - Hecate secured rights to develop the Cereza project in 2024, which is a utility-scale solar and storage facility located at the Department of Energy's Hanford Site [3] - The sale of the Cereza project highlights Hecate's expertise in executing large, complex energy park projects and its technology-agnostic approach, catering to industrial and data center customers [4] Financial Performance - The transaction adds to Hecate's portfolio of sold projects, now exceeding 12 GW, and enhances its revenue backlog, which reflects the scale and quality of its development pipeline [4] - Hecate has established over 50 power purchase agreements (PPAs) and similar contracts exceeding 6 GW of capacity, indicating strong market demand for its projects [6] Future Prospects - Hecate is in the process of a business combination with EGH Acquisition Corp., which will result in Hecate becoming a public company listed on Nasdaq under the ticker symbol "HCTE" [7]

Core Insights - Hecate Energy Group LLC has successfully closed the sale of its Cereza solar and storage project, which has a capacity of up to 2,000 MW, to Savion, aligning with its strategy to develop and monetize large-scale energy campuses [1][4] Group 1: Sale Details - The Cereza project, located at the DOE's Hanford Site, was secured by Hecate in 2024 and is a utility-scale solar and storage facility of up to 2 GW [3] - Savion will lead the development of the Cereza project with support from Hecate [3] Group 2: Company Performance - The sale of Cereza adds to Hecate's portfolio, which now exceeds 12 GW of projects sold, and contributes to a revenue backlog of over $686 million [4][2] - Hecate has developed and sold more than 12 GW of power plant and storage projects, showcasing its execution expertise and market leadership [5][4] Group 3: Company Background - Hecate Energy, founded in 2012, is a leading U.S. developer of utility-scale energy parks with a diversified portfolio that includes solar, battery storage, wind, and thermal generation [5] - The company has an active development pipeline of over 47 GW of power projects, representing over $6 billion in energy investments [6]

Core Insights - The collaboration between Primo Brands, Onyx Renewables, and PowerFlex has led to the energization of a 13-megawatt DC solar project at the Poland Spring facility in Hollis, Maine, which is expected to generate over 18 million kilowatt-hours of clean electricity annually [1][2] - The project aims to reduce the carbon footprint of the facility, providing long-term cost predictability and supporting local community sustainability efforts [1][2] Company Overview - Primo Brands is a leading North American beverage company focused on healthy hydration, with a diverse portfolio that includes well-known brands such as Poland Spring® and Pure Life® [2] - The company operates a vertically integrated distribution network, reaching over 200,000 retail outlets and offering direct delivery services to homes and businesses [2] - Primo Brands emphasizes sustainability through reusable packaging and responsible water resource management, conserving over 28,000 acres of land across North America [2] Project Details - The solar project is designed as a non-export, behind-the-meter system, maximizing onsite solar production and providing budget certainty for Primo Brands under a long-term power purchase agreement (PPA) [1] - Expected benefits include avoiding over 7,500 metric tons of CO2 emissions annually and enhancing operational efficiency by mitigating exposure to future grid price volatility [1] Strategic Partnerships - Onyx Renewables serves as the long-term owner and operator of the solar system, while PowerFlex acted as the development and engineering partner, managing the project's development, interconnection, and permitting processes [1] - The collaboration highlights the growing demand for large onsite solar systems as companies seek to manage energy costs and reduce emissions [1] Industry Impact - The project contributes to Maine's goal of achieving 80% clean electricity supply by 2030 and 100% by 2040, showcasing the commitment of companies like Primo Brands to sustainability and energy transition [1] - The initiative reflects a broader trend in the industry where businesses are increasingly adopting distributed generation solutions to enhance energy resilience and cost predictability [1]

Core Insights - Orron Energy is conducting its Capital Markets Day to present the Q4 results and the strategy for 2025 [2][3] - The presentation will include insights into the business moving forward into 2026 [3] Business Overview - The company has 380 megawatts of producing assets located in the Nordics [5] - Orron Energy possesses a large-scale development pipeline and is fully funded for growth [5] - The greenfield development segment is a growing and exciting part of the business, particularly in Germany and the U.K. [4]

Core Viewpoint - Green Impact Partners Inc. (GIP) has received an Initial Order from the Court of King's Bench of Alberta under the Companies' Creditors Arrangement Act (CCAA) to facilitate a restructuring process aimed at preserving enterprise value and maximizing outcomes for stakeholders [1][2]. Company Operations - The Initial Order allows GIP to continue its business operations while working with stakeholders on a restructuring solution [2]. - Ernst & Young Inc. has been appointed as the Monitor to oversee the restructuring process [2]. - GIP plans to evaluate alternatives, including potential recapitalization and transaction processes, while maintaining current staff and operations without interruption [2][14]. Legal Proceedings - The Initial Order includes a stay of proceedings, preventing creditors from enforcing remedies during the restructuring period [3]. - The company will continue to pay employees and operating expenses, supply customers, and maintain relationships with key suppliers during this time [14]. Company Background - GIP focuses on sustainable energy solutions, specifically renewable natural gas (RNG) and bioenergy projects, while also engaging in waste reduction and emissions lowering initiatives [6]. - The company operates facilities for water and solids treatment and recycling in Canada, as well as a solids recycling business in the United States [6].

Core Viewpoint - The initial investments from a $550 billion agreement between the US and Japan are criticized for contributing to pollution, particularly through fossil fuel projects [1][2]. Investment Details - SoftBank Group Corp. is set to invest $33 billion in a natural gas power station in Ohio, which would become the world's largest non-renewable power station. An additional $2.1 billion will be allocated for a crude oil export terminal [2]. Japan's Energy Policy - Japan's energy strategy appears contradictory, as it continues to support fossil fuel projects despite international commitments to reduce such financing. The Japan Bank for International Cooperation (JBIC) has been labeled the "dirtiest foreign financier" in Southeast Asia, contributing significantly to coal and gas financing [4][5]. - The Japanese government is relying on biomass and ammonia to decarbonize, while still heavily depending on coal, which only marginally reduces emissions and increases costs [6][7]. Market Dynamics - Japan's domestic market for renewable energy has shrunk, with major companies like Sharp, Panasonic, and Kyocera exiting solar panel production due to competition from Chinese firms. The installation of solar capacity has dropped to just four gigawatts in 2024, the lowest since 2012 [8]. - The wind energy sector in Japan is also underperforming, facing opposition from local stakeholders, and major players like Mitsubishi Heavy Industries have fallen behind international competitors [9]. Regulatory Environment - The oligopolistic nature of Japan's utility sector has led to regulatory capture, hindering the entry of cleaner energy competitors and maintaining the status quo of fossil fuel reliance [10]. Energy Security Concerns - Japan's heavy dependence on energy imports poses significant risks, especially in geopolitical tensions, as it produces only 13% of its energy domestically. In the event of a conflict, Japan's energy inventories could be depleted rapidly, highlighting the need for a transition to renewable energy sources [11][12][13]. Historical Context - Previous Japanese strategists recognized the risks associated with energy insecurity. Current policies aligning with fossil fuel interests may exacerbate these vulnerabilities, impacting both Japan and global efforts to transition to clean energy [14].

Energy startup Heron Power has raised a $140 million Series B to build a 40-gigawatt US manufacturing facility for its advanced electrical equipment. Heron’s CEO Drew Baglino discusses the demand coming from renewable power and AI data center projects. He joins Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow ...

Group 1: 13F Filings Overview - 13F disclosures are quarterly reports that institutional investors with $100 million or more in assets under management must file with the SEC, providing insights into their investment strategies [1][2] - The reports include details such as the name of the security, type of security, number of shares or contracts held, fair market value, and the percentage of the portfolio that the position comprises [1] Group 2: Notable Investments in AI - Stanley Druckenmiller made a $64 million investment in Bloom Energy (BE), capitalizing on the increasing demand for energy in AI data centers [2][3] - Ray Dalio's Bridgewater has increased its investments in large-cap tech stocks, despite concerns over the fiscal deficit [3][6] - Nvidia has made a strategic $5 billion investment in Intel (INTC), with 50.30% of its investment portfolio currently allocated to Intel [4][6] Group 3: Institutional Investments in AI Infrastructure - BlackRock disclosed an $800 million position in Nebius (NBIS), representing a 39.418% increase quarter-over-quarter, indicating a strong interest in AI infrastructure [5][6] - David Tepper doubled his position in Micron (MU), betting on the continuation of the AI-driven memory chip shortage [8] Group 4: Summary of Major Investments - Major investments reported include $695 million in Nvidia (NVDA), $487 million in Alphabet (GOOGL), $395 million in Microsoft (MSFT), and $388 million in Amazon (AMZN) [7] Group 5: Conclusion on 13F Filings - While 13F filings represent a snapshot of past investments, they are crucial for monitoring trends and aligning portfolios with successful investors as the AI revolution accelerates [9]