Brazilian Mines and Energy Minister Alexandre Silveira said on Tuesday the government would urge power regulator Aneel to start the process of terminating a contract with the local unit of Italian pow... ...

MIDLAND, Texas--(BUSINESS WIRE)--New Era Energy & Digital, Inc. (Nasdaq: NUAI) ("New Era†or the "Company†), a developer and operator of next-generation digital infrastructure and integrated power assets in the Permian Basin, today issued the following statement in response to a December 11 report by Fuzzy Panda Research an anonymous short seller activist group that has attempted to realize gains if the share price of New Era declines. The Company believes the claims made by Fuzzy Panda are. ...

BALTIMORE--(BUSINESS WIRE)--Constellation was awarded "Energy Deal of the Year†at the 2025 Platts Global Energy Awards for its 20-year power purchase agreement with Microsoft. ...

Group 1 - The first mini robotic arm for shipbuilding in China was showcased, demonstrating advanced welding technology and meeting green construction requirements [2] - The mini robotic arm weighs less than 15 kg and can operate in hard-to-reach areas, enhancing efficiency and product quality in shipbuilding [2] Group 2 - A global breakthrough was achieved by a research team at Westlake University, successfully solving the challenge of close-range flight coordination between two drones [4] - The drones can perform precise operations, such as grabbing tools, with an accuracy of sub-centimeter [4] Group 3 - The first unit of China's largest gas-fired power plant, the Zhejiang Anji Power Plant, was officially put into operation, achieving a high efficiency of 64.15% [6][7] - This power plant is designed to respond accurately to peak and valley electricity demand, contributing to the stability of the East China power grid [7] Group 4 - The first offshore rocket recovery platform in China, named "Navigator," was successfully delivered, designed to create a stable and precise rocket recovery system [9] - The platform faces several technical challenges, including high-precision motion coordination and robust structural design to handle concentrated loads [11]

Summary of Flex's Earnings Call Company Overview - **Company**: Flex - **Industry**: Data Center and Power Solutions Key Points Financial Performance - Flex reported an expected revenue of **$6.5 billion** from the data center segment for the current fiscal year, representing **25%** of total revenue, with a projected growth rate of **35%** for fiscal 2026 [4][5][7] - The power business generated **$1.3 billion** in revenue for fiscal 2025 [9][10] Data Center and Power Business - Flex's data center business includes compute integration, power development for chips, cooling solutions, and auxiliary cooling systems [5][6] - The growth in the data center market is driven by increasing power demands from chips and advancements in cooling technologies [7][8] - The embedded power business is a significant growth area due to the rising power consumption of chips [7][16] Technology Trends - The industry is moving towards **800-volt** technology to meet the increasing power demands of data centers, with Flex currently validating a **400-volt** product [17][19][22] - Flex is focusing on providing integrated solutions that combine power supply units, bus bars, and rack systems, leading to increased revenue per megawatt [23][24] Modular Solutions - Flex has been developing **PowerPods** to streamline installation and reduce deployment times for data centers [25][27][28] - The company is expanding its modular solutions to include IT and cooling pods, enhancing the speed and efficiency of installations [27][29] Utility Market and Acquisitions - The acquisition of **Crown Technical** in 2024 has strengthened Flex's presence in the utility market, particularly in modular systems [33][35] - Flex is expanding its utility business, which is expected to grow alongside the data center segment [37][38] Capacity and Demand - Flex is currently unable to meet demand and is investing in capacity expansions across multiple facilities in the U.S. and Mexico [40] - The company is strategically focusing on high-growth markets such as data centers and utilities while being selective about other sectors [57][58] Competitive Landscape - Flex believes it has a strong competitive position due to its local capabilities and integrated solutions, despite competition from various players in the market [52][54][55] Partnerships and Collaborations - Flex has partnered with **LG** to enhance its cooling solutions, providing a complete cooling stack for data centers [44][45] - The company is focused on maintaining around **80%** of its capabilities internally while leveraging partnerships for complementary technologies [48] Future Outlook - Flex anticipates continued growth driven by the demand for data centers and power solutions, with a focus on productivity improvements through AI and automation [63][64] - The company expects to maintain strong operating margins, supported by growth in high-margin areas and internal productivity initiatives [67][68]

Constellation is hashing out a settlement with the US Justice Department to pave the way for the closure of its landmark $16.4 billion acquisition of closely held Calpine, a deal that would create the country’s largest power fleet https://t.co/YucrYQ2zXf ...

AI demand is making energy stocks attractive. Navellier & Associates increased its position in Argan (AGX 1.46%) by 12,040 shares. The value of its holdings increased by an estimated $4.56 million in Q3, according to its SEC filing dated November 6, 2025.What happenedNavellier & Associates bought an additional 12,040 shares in Argan, taking its total holdings to 38,442 shares. According to a Nov. 6 SEC filing, Navellier's position was worth $10.38 million at the end of Q3, up from $5.82 million in Q2. What ...

Constellation Energy is one of the largest producers of electricity from nuclear power, and investors are excited about its future.Constellation Energy (CEG 1.46%) recently rose to roughly $410 per share. That is the stock's all-time and 52-week high. The shares have since pulled back, dropping around 10% or so. Is this the time to act, or should investors hold off on buying this uniquely positioned electricity provider?There's a big opportunity for Constellation EnergyThe major story for Constellation Ener ...

Meanwhile, AI is becoming integral in building smart grids by providing the visibility required to manage congestion and prevent blackouts. Kraken Technologies leverages artificial intelligence (AI) and machine learning (ML) as the "brain" of a modern energy grid to balance intermittent renewable supply with real-time demand, coordinate millions of decentralized energy assets, and automate operations for efficiency and stability.AI is helping improve demand response and energy efficiency, with tools like Br ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China Power** industry, highlighting significant trends in power consumption and generation in the country [1][2]. Key Insights on Power Consumption - **National power consumption** increased by **5.1% YoY** in the first ten months of 2025, up from **4.6%** in the previous months [3][9]. - In **October 2025**, power demand surged by **10.4% YoY**, with notable increases in various sectors: - **Primary sector**: +13.2% YoY - **Secondary sector**: +6.2% YoY - **Tertiary sector**: +17.1% YoY - **Residential demand**: +23.9% YoY [3][9]. Sector-Specific Growth Drivers - The **tertiary sector** growth was primarily driven by: - **Retail services**: +24.4% YoY - **IT services**: +21.0% YoY - The **accommodation and catering** sector also saw an increase of **18.4% YoY**, attributed to the strong National Day holiday [4][9]. - **Residential power consumption** growth was influenced by temperature variations, with regions like Jiangxi, Zhejiang, and Shanghai experiencing significant increases of **66%**, **63%**, and **47%** YoY, respectively [4]. Power Generation Insights - Total power generation in **10M25** rose by **2.3% YoY** to **8,063 billion kWh**. - Renewable energy sources showed strong growth: - **Solar power generation**: +23.2% YoY - **Wind power generation**: +7.6% YoY - The share of wind and solar in the energy mix increased to **16%**, up from **14%** in the same period last year [5][9]. Capacity Expansion - China added **398 GW** of power capacity in **10M25**, marking a **42.4% YoY** increase, including: - **253 GW** from solar (up **39.5% YoY**) - **70 GW** from wind (up **52.9% YoY**) - **65 GW** from thermal sources (up **54.3% YoY**) [5][9]. Investment Trends - Investments in power generation capacity reached **Rmb722 billion**, a **0.7% YoY** increase, while investments in the power grid rose to **Rmb482 billion**, up **7.2% YoY** [9]. Analyst Ratings and Industry Outlook - The overall view of the **China Utilities** sector is considered **attractive**, with several companies rated positively, including: - **China Resources Power**: Overweight - **China Longyuan Power Group**: Overweight - **Huaneng Power International Inc.**: Equal-weight [7][59]. Additional Considerations - The report emphasizes the potential for continued growth in the renewable energy sector, driven by government policies and increasing demand for cleaner energy sources [7][9]. - Analysts caution that while the growth is promising, investors should remain aware of potential risks associated with market fluctuations and regulatory changes [7][9].