Indian renewable energy solutions provider Suzlon Group has secured an order from ArcelorMittal for 248.85MW of wind energy through its renewable energy entity in the country. The order forms part of a 550MW hybrid project in the Indian state of Gujarat, where the wind energy generated will be supplied for captive use at ArcelorMittal Nippon steel facilities in the country. The company will supply 79 S144 wind turbine generators with a rated capacity of 3.15MW. Suzlon maintains a presence in Gujarat wi ...

GE Vernova (NYSE:GEV) Q4 2025 Earnings call January 28, 2026 07:30 AM ET Company ParticipantsKenneth Parks - CFOMichael Lapides - VP of Investor RelationsScott Strazik - CEOConference Call ParticipantsNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystOperatorGood day, ladies and gentlemen, and welcome to GE Vernova's fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. ...

GE Vernova (NYSE:GEV) Q4 2025 Earnings call January 28, 2026 07:30 AM ET Speaker2Good day, ladies and gentlemen, and welcome to GE Vernova's fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. My name is Liz, and I will be your conference coordinator today. If you experience issues with the webcast slides refreshing or there appears to be delays in the slide advancement, please hit F5 on your keyboard to refresh. As a reminder, this conferenc ...

GE Vernova Inc. (NYSE:GEV) is one of the best AI energy stocks to buy now. Mixed Analyst Sentiment on GE Vernova (GEV) Amid Oversupply Concerns and PJM Emergency Auction Proposal On January 16, 2026, GE Vernova Inc. (NYSE:GEV) was cited as the clearest winner by Jefferies. The bullish stance comes amid reports that President Trump and several Northeastern US governors laid out a statement of principles for PJM Interconnection to conduct a backstop emergency auction. The move aims to improve electricity a ...

The deal promises to transform the North Sea into the world's largest clean energy reservoir, according to the U.K. energy secretary. ...

Core Insights - ScottishPower Renewables (SPR) has selected BOSLAN, an Accenture company, to oversee the manufacturing and quality control of essential components for the East Anglia TWO offshore wind farm, enhancing project efficiency and adherence to schedule [1][2][3] Group 1: Project Overview - East Anglia TWO is a major renewable energy initiative located 33 kilometers off the Suffolk coast, featuring 64 turbines with a total capacity of up to 960 megawatts, sufficient to power nearly one million homes [3] - Offshore construction is anticipated to commence in 2027, with the wind farm expected to become operational in 2028 [3] Group 2: BOSLAN's Role - BOSLAN will manage the acceptance of various components, including offshore and onshore substations, foundations, inter-array cables, export cables, wind turbines, and other mechanical equipment [2][6] - A multidisciplinary team from BOSLAN will provide services including quality management, inspections, and coordination of offshore construction activities [6] Group 3: Strategic Importance - The collaboration with BOSLAN is seen as beneficial for ensuring quality and timely delivery, leveraging their extensive experience in managing large-scale capital projects [3] - The partnership aims to contribute to the energy transition in the UK by delivering cleaner and greener energy solutions [3]

Group 1 - GE Vernova Inc. (NYSE:GEV) is projected to have strong earnings growth over the next 5 years, with a price target increase from $805 to $1,087 by GLJ Research, maintaining a 'Buy' rating [1] - Baird has reduced its price target for GE Vernova Inc. from $816 to $649 and downgraded the stock from 'Outperform' to 'Neutral', citing concerns over potential power capacity oversupply [1][2] - The company operates in the energy sector, providing products and services for generating, transmitting, converting, and storing electricity, and is structured into three segments: Power, Wind, and Electrification [3] Group 2 - Despite the tight market conditions, there are rising concerns about oversupply which is affecting investor sentiment towards GE Vernova Inc., leading to a more cautious near-term outlook [2] - There is a belief that certain AI stocks may offer better investment potential compared to GE Vernova Inc., indicating a competitive landscape in the investment market [4]

Core Insights - Apex Clean Energy has successfully financed three utility-scale renewable energy projects in Texas, Ohio, and Illinois, marking a significant milestone for the company [1] - The total financial commitments for these projects amount to approximately $2.79 billion, contributing to a total of $4.08 billion financed across Apex's portfolio in 2025 [1] Project Details - The financed projects include: - Coles Wind: a 300-MW wind facility in Coles County, Illinois, with financing underwritten by Santander and tax equity from J.P. Morgan [1] - Emerson Creek Wind: a 269-MW wind farm in Erie and Huron counties, Ohio, financed through a construction and term loan facility from CIBC, Helaba, and Santander, along with a tax equity commitment from Wells Fargo [1] - Raven Storage: a 100-MW battery storage system in Wharton County, Texas, part of a joint venture with SK Gas and SK Eternix, marking Apex's first financing with Bank of Hope [1] Operational Achievements - In 2025, Apex brought 1.1 GW of new capacity online across six states, including Bowman Wind, a 200-MW project in North Dakota that achieved commercial operations in December [1] - The company commercialized over 1.5 GW of projects and advanced a diversified portfolio of development assets, reinforcing the scale and durability of its platform [1] - Apex secured $1.05 billion in corporate refinancing during the year and launched a conservation partnership with Ducks Unlimited [1]

Core Viewpoint - A U.S. judge has allowed Orsted to resume work on the nearly finished Revolution Wind project, leading to a nearly 6% rise in the company's shares [1]. Group 1: Project Overview - The Revolution Wind project is a $5 billion initiative located about 15 miles south of the Rhode Island coast, developed as a 50/50 joint venture between Orsted and Global Infrastructure Partners' Skyborn Renewables [2]. - Orsted and Skyborn Renewables have reported that they have already invested approximately $5 billion into the Revolution Wind project [2]. Group 2: Legal Context - The ruling represents a legal setback for the Trump administration, which had attempted to block the Revolution Wind project [2].

Industry Overview - The global renewable energy sector is poised for significant growth, driven by increasing AI-driven electricity demand, electrification of transportation, favorable policies, and decreasing costs of solar and wind installations [2][3] - The International Energy Agency (IEA) forecasts that AI applications could reduce CO2 emissions by 1,400 Mt by 2035 [3] - Energy storage is essential for the renewable energy transition, providing reliable power to support AI infrastructure [4] Market Trends - The average price of battery packs is projected to decrease by 3% to $105 per kilowatt-hour by 2026, driven by increased manufacturing capacity in China and a shift to lower-cost lithium-iron phosphate technology [5] - This price reduction is expected to make energy storage systems more affordable, enhancing the growth of renewable energy capacity and presenting investment opportunities [5] Company Highlights Canadian Solar (CSIQ) - Canadian Solar is a leading manufacturer of solar photovoltaic modules and battery energy storage solutions, with a diverse global presence [7] - As of September 30, 2025, CSIQ has a solar project development pipeline of 27.1 GWp and a battery storage project pipeline of 80.6 GWh [8][9] - The Zacks Consensus Estimate for CSIQ's 2026 sales indicates a year-over-year growth of 36.8% [10] First Solar (FSLR) - First Solar is the largest PV solar module manufacturer in the Western Hemisphere, specializing in thin-film semiconductor technology [11] - The company manufactured 3.6 GW and sold 5.3 GW of solar modules in Q3 2025, with a total production capacity of approximately 23.5 GW [12] - FSLR's contract pipeline includes future sales of 53.7 GW of solar modules valued at $16.4 billion, with a 2026 sales growth estimate of 22.5% [12][13] JinkoSolar (JKS) - JinkoSolar excels in the research, development, and manufacturing of photovoltaic and energy storage products, with a global footprint [14] - The company has delivered a total of 370 GW of solar modules and has a battery storage capacity of 12 GWh [14][15] - The Zacks Consensus Estimate predicts a 16.3% year-over-year rise in JKS's 2026 sales [16] Vestas Wind Systems (VWDRY) - Vestas specializes in wind turbine design, manufacturing, and servicing, with a total installed capacity of 197 GW across 88 countries [17] - The company's wind turbine order backlog is valued at approximately $36.92 billion, with a significant portion related to offshore wind projects [18] - The Zacks Consensus Estimate for Vestas's 2026 sales indicates a year-over-year growth of 14.1% [19]