FILE PHOTO: Bull and bear symbols for successful and bad trading are seen in front of the German stock exchange (Deutsche Boerse) in Frankfurt, Germany, February 12, 2019.Shares listed in Europe are set to kick off the new trading month with a strong rebound, after notching their worst month since 2008 in March. Futures tied to the regional Stoxx 50 were trading 2% higher ahead of Wednesday's opening bell. Those tied to London's FTSE 100 were up by 1%, and German DAX futures were 2% higher. Futures tied to ...

Vestas Wind Systems AS (VWDRY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.S ...

Analysts are growing increasingly confident that the Trump administration won't try to nix the group's East Coast wind farms. ...

Core Insights - The Steppe Eagle OEIC Ltd achieved a performance of +31.71% in 2025, outperforming its benchmark, the MSCI World Index, which yielded +19.49% [6][41] - The fund's inception performance remains below the benchmark by 36.19%, indicating challenges since its launch [6] - The clean energy sector, previously a laggard, showed signs of recovery in the second half of 2025, with significant gains in solar and wind energy stocks [18][20] Fund Performance - The Steppe Eagle finished 2025 with a total of 16,158,120 units priced at $0.01319 each [5] - The fund's gross investment income for FY 2025 was $112,000, resulting in a net return of +31.71% after fees [49] - Key contributors to the fund's recovery included strong performances from companies like Alphabet and Shopify, alongside a rebound in clean energy stocks [41][42] Sector Analysis - The clean energy sector, particularly solar and wind, experienced a downturn from 2023 to early 2025 but began to recover in the latter half of 2025, with some stocks doubling or tripling in value [18][20] - The Invesco Solar ETF (TAN) reported a loss of -26.82% in 2023, -37.92% in 2024, but gained +48.31% in 2025, reflecting the sector's volatility [20] - The cumulative revenue of companies in the Invesco Solar ETF grew from over $30 billion in 2020 to over $64 billion in 2023, indicating a strong long-term growth trajectory despite recent challenges [18] Company Insights - Alphabet Inc. has shown resilience, with a market capitalization exceeding $3.5 trillion and a strong presence in AI and cloud computing [59] - Salesforce, despite facing challenges from emerging technologies, has demonstrated significant profitability improvements, with operating margins increasing from 2% to over 20% [58] - Nextpower, a manufacturer of solar tracking systems, is expected to grow at a rate of 20-30% over the next several years, highlighting its potential in the clean energy market [62] Market Trends - The "SaaS-apocalypse" has emerged as a significant trend, impacting companies like Adobe, Salesforce, and others, as they face competition from advanced AI technologies [13][16] - The concept of "Circular spending" has raised concerns about the sustainability of revenue growth among major tech firms, including Nvidia and Microsoft, suggesting potential vulnerabilities in their financial health [26][30] - The market dynamics indicate a shift towards value stocks, with the fund's moderate positions in traditional value companies yielding positive results [37]

Core Insights - The renewable energy market is experiencing significant growth, driven by increasing demand and disruptive changes in the power sector [1][3] - The report highlights trends in technology, macroeconomic factors, and regulatory changes impacting the renewable energy landscape [1] Industry Analysis - Global renewable energy installed capacity is projected to more than double from 4.1TW in 2025 to 8.4TW by 2031, with a compound annual growth rate (CAGR) of 13% [3] - The Asia-Pacific region is leading in renewable capacity, particularly in wind and solar installations, with China being a major contributor [4][6] Capacity and Generation - In 2025, solar PV became the largest source of renewable electricity generation, with an output of 2,800TWh, slightly surpassing wind's output of 2,770TWh [5] - China accounted for approximately 41% of global solar PV output, generating 1,150TWh in the previous year [6] Regional Developments - The US and India are also increasing their solar PV output, with the US generating 486TWh and India 189TWh, supported by favorable policies and cost reductions [7]

Core Insights - Windar Renovables is expanding operations in Poland by building a new onshore wind turbine tower manufacturing facility in CTPark Legnica, Lower Silesia [1][4] - The new facility will have a production capacity of up to 200 wind turbine towers annually, contributing over 1,000MW of wind power infrastructure [2][3] - The project is expected to create up to 300 jobs and will involve regional suppliers, aligning with the company's growth strategy in Europe [4][5] Facility Details - The facility will occupy nearly 29,000m² of industrial and warehouse space, with an additional outdoor storage yard of almost 41,000m² [1] - Production is set to begin in the fourth quarter of 2026, featuring four production halls, a raw materials warehouse, and an office section [2][3] - Tower sections manufactured will be up to 40m long, weighing as much as 80t, and with diameters of up to 6.5m [3] Strategic Importance - Poland is identified as a key logistics hub for supplying wind turbine components across Central Europe, crucial for Windar's growth roadmap [3] - The collaboration with CTPark Legnica is part of a strategy to expand manufacturing capacity within Europe amid a challenging global environment [4][6] - The project emphasizes the strategic location of the park, facilitating expansion towards the German market [6]

Core Insights - Cloudberry Clean Energy has signed an agreement to acquire a 50% stake in a 132MW onshore wind farm in Finland for an enterprise value of €75 million ($85 million) on a cash and debt-free basis [1] - The wind farm has been operational since 2022 and produces an estimated 378 gigawatt-hours (GWh) annually, with Cloudberry expecting to receive approximately 189 GWh net from its share [1] Acquisition Structure - The acquisition is structured as a purchase of shares in a Norwegian holding company that owns the portion of the MLK wind farm [2] - Financing includes €45 million in debt from a Nordic bank, €20 million through new Cloudberry shares at Nkr12.41 ($1.27) per share, and €12 million in cash from the company's resources [2] Strategic Importance - Cloudberry's CEO stated that this investment provides a strong foothold in a new core market, with immediate cash flow and a platform for further growth alongside a solid partner [3] - The transaction includes a 30-year service agreement with GE to manage operational risks long-term, and there may be future installations of battery energy storage systems [3] Market Expansion - Cloudberry aims to expand its renewable portfolio across Nordic regions and gain access to the Finnish energy market, which is experiencing increased electricity demand from energy-intensive industries [4] - The CEO emphasized that this marks the company's first step into the Finnish market with a large-scale, high-quality operating wind farm after evaluating various entry options [4] Valuation and Closing - The acquisition is viewed as a compelling combination of attractive valuation, a strong industrial partner, and a high-quality asset with a proven production track record, with the enterprise value below construction cost [5] - The deal is subject to customary closing conditions and is expected to finalize within one month of signing [5]

Group 1 - GE Vernova Inc. has been selected by IVPC Group to supply 17 onshore wind turbines for the Fortore wind farm in Benevento, Italy, with a project capacity exceeding 100 megawatts [1][3] - The turbines to be supplied are GE Vernova's 6.1 MW-158m models, with deliveries scheduled to begin in Q2 2027 [1] - This contract strengthens the long-term relationship between GE Vernova and IVPC Group, following a similar turbine installation at the Montefalcone wind farm [3] Group 2 - The project utilizes GE Vernova's 6 MW platform and features specialized two-piece blade technology to enhance transportability and energy production [2] - A customized operations and maintenance model is included in the partnership, allowing for greater flexibility in managing the facility [2] - GE Vernova currently provides approximately 25% of Italy's power capacity and is expanding its local presence through its Center of Excellence in Troia [3][4] Group 3 - GE Vernova operates in the energy sector, providing products and services for generating, transferring, orchestrating, converting, and storing electricity across multiple regions including the US, Europe, Asia, the Middle East, and Africa [4]

Fourth Quarter and Full-Year 2025 Conference Call Presentation March 11, 2026 Broadwind | Investor Presentation 2023 1 This document contains "forward looking statements"—that is, statements related to future, not past, events—as defined in Section 21E of the Securities Exchange Act of 1934, as amended, that reflect our current expectations regarding our future growth, results of operations, financial condition, cash flows, performance, business prospects and opportunities, as well as assumptions made by, a ...

Group 1 - Vestas has received a firm order for the 1.38 gigawatt (GW) Vanguard East offshore wind project from German utility RWE in Britain [1]