France plans to hold a big tender for 10 offshore wind projects, and announce winners by late this year or early 2027, as part of its green push https://t.co/uyzfYcnyyZ ...

Neoen will build France’s largest battery, helping to store rising solar and wind generation and ease strain on the country’s grid https://t.co/wP51ImAvnd ...

Summary of Goldwind's Post-2025 Results Call Company Overview - **Company**: Goldwind (Ticker: 2208.HK) - **Industry**: China Utilities - **Market Cap**: RMB 105,860 million - **Current Stock Price**: HK$14.92 - **Price Target**: HK$16.63, representing an upside of 11% from the current price [5][5] Key Takeaways Wind Turbine Shipments - **2026 Shipment Guidance**: Goldwind anticipates total shipments of **40GW** in 2026, which includes: - **32GW** domestic onshore - **2.7-3GW** domestic offshore - **7GW** exports - This represents a significant increase from approximately **30GW** in 2025, which included: - **24GW** domestic onshore - **2.7GW** domestic offshore - **3.97GW** exports [1][1] Gross Profit Margin (GPM) - **2026 GPM Guidance**: Expected to be between **9-10%**, an improvement from **8.95%** in 2025. - Domestic WTG GPM is expected to improve, while GPM for domestic offshore and overseas may see a slight decline. - Offshore installations in China are projected to reach approximately **10GW** in 2026, up from **6.6GW** in 2025 [2][2]. Wind Farm Sales - **Sales Outlook**: Wind farm disposals are expected to decline in 2026 due to the impact of Document 136 [2][2]. Green Methanol Revenue - Goldwind projects its green methanol revenue to reach several hundred million RMB in 2026 [3][3]. Financial Metrics - **Fiscal Year Ending**: December 2026 estimates include: - **Revenue**: RMB 82,670 million - **EBITDA**: RMB 11,381 million - **Net Income**: RMB 4,140 million - **EPS**: RMB 0.98 - **Valuation Ratios**: - P/E Ratio: 13.4 - P/BV Ratio: 1.3 - ROE: 10.0% [5][5]. Risks and Valuation Methodology - **Valuation Method**: A 10-year discounted cash flow (DCF) model is used, with a WACC of **8.8%** and a zero terminal growth rate. - **Upside Risks**: Acceleration of wind installations, recovery of wind turbine gross margins, better-than-expected cost control, and improved wind farm capacity utilization. - **Downside Risks**: Slowdown in wind installations, reduction in wind turbine gross margins, worse-than-expected cost control, and inefficient wind farm capacity utilization [8][9]. Analyst Ratings - **Stock Rating**: Equal-weight - **Industry View**: Attractive [5][5]. Additional Insights - The company is positioned to benefit from the growing demand for renewable energy solutions, particularly in wind energy and green methanol production. - The anticipated growth in shipments and improvements in GPM indicate a positive outlook for Goldwind's operational efficiency and profitability in the coming years [1][2][3].

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]

Group 1: Fund Performance - Parnassus Mid Cap Fund outperformed the Russell Midcap Index in Q4 2025, returning 1.17% (net of fees) compared to the index's 0.16% [1] - Year-to-date (YTD), the Fund achieved a return of 12.85% (net of fees), exceeding the index's 10.60% return [1] - The Fund's performance was bolstered by investments in the Information Technology sector and Utilities [1] Group 2: Market Outlook - The Fund is optimistic about mid-cap stocks driving market growth in 2026, especially if economic expansion continues beyond artificial intelligence [1] - In the event of a market decline, the Fund believes its portfolio of financially solid companies will provide downside protection [1] Group 3: Brookfield Renewable Corporation - Brookfield Renewable Corporation (NYSE:BEPC) was highlighted as a leading contributor to the Fund's performance, with a market capitalization of $7.03 billion [2] - The stock experienced a one-month return of -6.09% but gained 36.29% over the past 52 weeks [2] - The company benefited from an $80 billion strategic partnership with the U.S. Department of Commerce to build nuclear reactors for data centers [3] Group 4: Hedge Fund Interest - Brookfield Renewable Corporation (NYSE:BEPC) was held by 25 hedge fund portfolios at the end of Q4 2025, a decrease from 27 in the previous quarter [4] - While the potential of Brookfield Renewable Corporation is acknowledged, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

<!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 ...