March 30, 2026 10:10 AM GMT Goldwind | Asia Pacific Key takeaways from post-2025 results call Anticipating strong wind turbine (WTG) shipments in 2026: Goldwind guided for 40GW total shipments in 2026, comprising 32GW domestic onshore, 2.7-3GW domestic offshore, and 7GW exports, up substantially from ~30GW in 2025, including 24GW domestic onshore, 2.7GW domestic offshore and 3.97GW exports. Ongoing WTG GPM improvement: Goldwind guided for 9-10% WTG GPM in 2026, vs. 8.95% recorded in 2025. The company expect ...

Share Forum Energy Technologies to Present at the Emerging Growth Conference Mar 31, 2026 4:30 PM Eastern Daylight Time Forum Energy Technologies to Present at the Emerging Growth Conference HOUSTON--(BUSINESS WIRE)--Forum Energy Technologies, Inc. (NYSE: FET) announced today that Neal Lux, President and Chief Executive Officer, and Lyle Williams, Executive Vice President and Chief Financial Officer, are scheduled to present at the Emerging Growth Conference on Thursday, April 2, 2026 at 1:20 p.m. Central T ...

TGI Announces CEO Samuel Epstein Leading Scientific Presentation Platform at Geological Association of America Northeastern Regional Meeting <!-- Twitter Tags --> <!-- Facebook Tags --> <!-- Injecting site-wide to the head --> <!-- End Injecting site-wide to the head --><!-- Inject secured cdn script --> <!-- ========= Meta Tags ========= --> <!-- PWA settings --> <!-- Add manifest --> <!-- End PWA settings --> <!--Add favorites icons--><!-- End favorite icons --> <!-- render the required CSS and JS in the ...

378913 01: Pennzenergy Company Oil Exploration Drilling Rig In The Gulf Of Mexico During Sunset. (Photo By Getty Images)Getty ImagesOil won’t be what fuels economic progress forever. About what you just read, it’s not a comment on “global warming” or lack thereof. A much more likely reason for oil’s eventual obsolescence is that extraction of it has long been so lucrative. A drive through River Oaks in Houston, or attendance at college football games in Texas vivifies this truth.Impressive profits invariabl ...

Summary of Shoals Technologies Group Update - March 31, 2026 Company Overview - **Company**: Shoals Technologies Group (NasdaqGM:SHLS) - **Industry**: Battery Energy Storage Solutions (BESS) Key Points and Arguments Importance of Battery Energy Storage - Battery energy storage has gained significant importance due to the increasing demand for reliable energy solutions, particularly in data centers and renewable energy projects [1][2] - The evolution of battery technology has led to larger, more efficient systems capable of providing multiple hours of energy duration, driven by advancements in lithium-ion technology and alternative storage solutions [6][7] Market Dynamics - The market for battery energy storage systems is evolving, with a notable shift towards DC coupled installations, which offer advantages in cost and efficiency compared to AC coupled systems [11][16] - Approximately 80% of current storage projects are AC coupled, while 20% are DC coupled, primarily due to operational flexibility and revenue generation capabilities of AC systems [14][19] Product Value Proposition - Shoals' products are designed to simplify the integration of battery storage with solar energy systems, allowing for reduced inverter requirements and lower capital expenses [12][16] - The company emphasizes its ability to customize solutions for specific customer needs, differentiating itself from larger multinationals that offer standard products [61][95] Data Center Market Insights - The demand for battery energy storage in data centers is driven by the need for backup power, power quality, and speed to interconnection, particularly as data centers increasingly rely on AI and high-performance computing [31][42] - The sales cycle for battery energy storage solutions in data centers typically ranges from 9 to 18 months, with a growing interest in using BESS as a firming resource for grid stability [43][44] Competitive Landscape - Shoals competes with major players like Eaton, Schneider, and Siemens, but its focus on customization and high mix, high volume production allows it to stand out in the market [95][96] - The company is positioned as a bankable partner for large-scale projects, contrasting with smaller panel shops that may lack the financial stability to support extensive orders [61][95] Future Opportunities - The potential market for battery energy storage in data centers is substantial, with estimates suggesting a 10-15 gigawatt annual market in the U.S. However, the exact addressable market for Shoals remains uncertain due to the nascent nature of BESS applications [77][78] - Shoals is exploring new product developments, including skidded power electronics, to further enhance its offerings and meet the evolving needs of the energy storage market [58][86] Conclusion - Shoals Technologies Group is well-positioned to capitalize on the growing demand for battery energy storage solutions, particularly in the data center sector, by leveraging its expertise in DC coupled systems and its commitment to customization and scalability [1][61]

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter is available to download here. The Q4 2025 marked the fund’s consecutive quarter of outperformance, returning 1.17% (net of fees) in the quarter, surpassing 0.16% return for the Russell Midcap Index. The performance was supported by investments in the Information Technology sector, as well as holdings in Utilities. During the quarter, the market started to ...

<!doctype html> <!-- For structured data --> <!-- For language declaration --> ENPH Shareholder Alert: Enphase Energy, Inc. Securities Class Action Lawsuit Investors With Losses May Join -- The Gross Law Firm <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationNEW YORK, March 31, 2026 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Enphase Energy, Inc. (NASDAQ: ENPH).Shareholders who purchased shares of ENPH during the class period listed are enco ...

If I had to sum it up, Gevo, Inc. ( GEVO ) is trying to become a green version of an oil company. They turn corn and other plant material into fuels thatI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the co ...

Core Insights - PowerBank Corporation is advancing a 4.22 MW community solar project in Pennsylvania, which has completed the Interconnection Impact Review, marking it as one of the first of its kind in the state [1][2] - The project aims to provide clean energy to renters, businesses, and homeowners, allowing them to receive bill credits without the need for on-site installations [2] - The development is contingent upon the approval of House Bill 1842, which facilitates community solar projects in Pennsylvania [3] Project Details - The Grandview project was initially announced as a 13.8 MW DC project but has been divided into multiple smaller projects [1] - Upon securing necessary permits and financing, construction is expected to commence, with the project designed to feed clean energy directly into the local electricity grid [2] - The project is anticipated to benefit numerous local residents by providing savings on their electric bills through credits earned from the solar energy generated [2] Legislative Context - House Bill 1842 was passed by the Pennsylvania House on March 26, 2024, enabling community solar project development [3] - The bill includes provisions for natural gas in its application and is currently under Senate review [3] - If the bill does not pass, the project will proceed under the Pennsylvania Alternative Energy Portfolio Standards Act as a net metered system [3] Company Expertise - PowerBank has a proven track record with over 100 MW of completed projects and a development pipeline exceeding 1 GW [4] - The company’s strategic partnerships and development capabilities position it to deliver impactful renewable energy solutions [4] - PowerBank focuses on distributed and community solar projects across North America, maximizing returns through a diverse project portfolio [6]

Market Overview - The first quarter of 2026 has seen a decline in most client portfolios, although they have outperformed the SP500 by nearly 1% [2] - The SP500 is down 4.7% year-to-date, while the Bloomberg Bond Index has decreased by 0.7% [3] - Geopolitical tensions, particularly U.S. involvement in Venezuela and the conflict with Iran, have contributed to market volatility [3][16] Geopolitical Events - The U.S. military action against Iran began on February 28, 2026, creating ongoing market uncertainty [3] - The appointment of Kevin Warsh as the Chairman of the Federal Reserve has impacted gold prices, which initially surged over 20% but have since stabilized with a 2% increase year-to-date [5][6] Sector Performance - AI developments have caused significant disruptions in the software industry, with companies like Monday.com and HubSpot experiencing sell-offs of up to 50% [4] - Notable stock performances include Nextpower (+36%), Oneok (+22%), and GE Vernova (+37%), driven by strong earnings and demand for renewable energy [9][10][11] - Conversely, Microsoft has seen a decline of 20%, attributed to industry shakeouts despite strong financial results [12] Energy Market Dynamics - The war in Iran has led to increased oil prices, with predictions of future prices ranging from $60 to $80 per barrel [24] - The conflict has disrupted oil supply routes, particularly through the Strait of Hormuz, affecting global energy markets [20][21] - The combined impact of the Venezuelan and Iranian conflicts could lead to sustained increases in oil prices, potentially raising inflation and slowing economic growth [25] Investment Strategy - The company has adopted a conservative investment strategy, reducing exposure to stocks and long-term bonds while increasing short-term bond holdings [46] - Fixed income remains a foundation for client portfolios, with a focus on high-quality, short-term investments yielding attractive returns [48] - In equities, the company emphasizes strong holdings in technology and energy sectors, while hedging against market risks [52][58] Key Holdings - Nvidia is highlighted as a leading company in AI chip manufacturing, with significant revenue growth expected [65] - NextPower's innovative solar technology positions it well in the renewable energy sector [66] - Vertex Pharmaceuticals is recognized for its leadership in cystic fibrosis treatments and potential expansion into new markets [68] - GE Vernova is noted for its critical role in energy generation, with a backlog of orders extending through 2028 [71]