With strong hedge fund backing and favorable analyst ratings, Constellation Energy Corporation (NASDAQ:CEG) makes our list of the 10 Most Promising Green Stocks According to Wall Street Analysts. Constellation Energy Corporation (CEG) Signs $7 Billion Revolving Credit Facility with JPMorgan and Other Banks On 22 September 2025, according to an SEC filing, Constellation Energy Corporation (NASDAQ:CEG), a clean energy company valued at $103.4 billion with trailing 12-month revenue of $24.8 billion, signed ...

《联合国气候变化框架公约》执行秘书西蒙·斯蒂尔对中国新一轮国家自主贡献表示赞赏，称中国正在以前所未有的规模提供清洁、可靠和负担得起的 能源。 联合国气候变化峰会24日在纽约联合国总部举行。24日，中方宣布中国新一轮国家自主贡献，中方称，这是中国对照《巴黎协定》要求、体现最大努力 制定的目标。对此，巴西总统卢拉表示感到"非常高兴"。他肯定了中国近年来在能源转型和减少碳排放方面取得的显著进展，并表示，中国作为一个大国， 在应对气候变化方面发挥了重要作用。 巴西总统 卢拉：我非常高兴，因为中国是一个非常大的国家。事实上，近年来中国在能源转型和减少碳排放方面取得了巨大进展。 ...

Group 1 - Qinghai has the highest clean energy installed capacity ratio in China at 94.2% [2] - The carbon emission factor of the power grid in Qinghai is only 0.095 kg/kWh, the lowest in the country [2] - Qinghai is the first region to establish local standards for green computing power [2] Group 2 - Qinghai has built the first 100% clean energy traceable big data center in the country [2] - The region is characterized by abundant water, sunlight, wind, and land resources, promoting limitless development of clean energy [2]

Core Insights - Constellation Energy is positioned to meet the increasing energy demand from hyperscalers driven by artificial intelligence growth [1][2] - The company has established significant long-term agreements with major tech firms like Microsoft and Meta for clean energy supply [5][6] Company Overview - Constellation Energy operates a large nuclear fleet in the U.S., with 14 nuclear generating stations and a capacity of approximately 22 gigawatts (GW) [3] - The company achieves a nuclear capacity factor of 94.6%, outperforming the industry average by about four percentage points [4] Major Contracts and Revenue Visibility - Constellation secured a 20-year power purchase agreement with Microsoft, which includes the restart of the Three Mile Island Unit 1, expected to be operational by mid-2028 [5] - A similar 20-year agreement was signed with Meta, alongside over $1 billion in contracts from the U.S. General Services Administration, including an $840 million contract for 1 million megawatt-hours (MWhs) annually starting in 2025 [6] Expansion and Acquisition - The company plans to acquire Calpine Corporation for a net price of $26.6 billion, enhancing its portfolio with natural gas and geothermal assets [7][8] - This acquisition will add over 27 GW of generation capacity and diversify Constellation's energy sources, including nuclear, hydro, wind, and solar [8][10] Financial Projections - The acquisition is expected to increase adjusted operating earnings per share by over 20% in 2026 and contribute more than $2 billion in free cash flow annually [11] Market Position and Valuation - Constellation Energy's valuation is over 33.6 times earnings, reflecting a premium compared to peers, based on long-term electricity pricing and AI-driven demand assumptions [12] - The company's diverse renewable energy assets and expanded portfolio position it well to meet rising energy demands, making it an attractive long-term investment [13]

Core Viewpoint - The article highlights three dividend stocks—Brookfield Infrastructure, Enterprise Products Partners, and Clearway Energy—that are considered reliable for generating steady income through dividends in the future [1][2]. Brookfield Infrastructure - Brookfield Infrastructure offers a dividend yield of approximately 4.4% for its corporate shares and 5.4% for its partnership shares, with a history of increasing distributions for 18 consecutive years [4][5]. - The company has a diversified portfolio of infrastructure assets, including utilities, railroads, and midstream assets, aiming for a 10% annual growth in funds from operations and a 5% to 9% increase in distributions [5][6]. - Brookfield actively manages its portfolio by acquiring undervalued assets, enhancing their value, and selling them at a profit, which has proven to be a successful strategy [6]. Enterprise Products Partners - Enterprise Products Partners boasts a solid 7% dividend yield and has increased its dividend for 27 consecutive years, demonstrating strong stability and growth [7][8]. - The company benefits from relatively stable cash flows due to long-term contracts in the pipeline sector, allowing it to prioritize reinvestment and shareholder returns [8][9]. - In the second quarter, Enterprise Products reported a 7% year-over-year growth in distributable cash flow (DCF) and a 3.8% increase in dividends, with DCF covering dividends by 1.6 times [9][10]. - Major projects worth $6 billion are expected to enhance cash flows, including expansions in the Permian Basin and acquisitions of natural gas-gathering systems [10][11]. Clearway Energy - Clearway Energy operates a diverse portfolio of clean energy assets, yielding nearly 6% and providing stable cash flow through long-term contracts [12][15]. - The company plans to invest in wind repowering projects and renewable energy developments, aiming for a cash available for dividends (CAFD) of at least $2.50 per share by 2027, up from $2.08 this year [14][15]. - Clearway anticipates annual dividend growth of 5% to 8% in the coming years, supported by its strategic partnerships and financial capacity for new investments [16][17].

Core Insights - Constellation Energy Corporation (CEG) reported Q2 2025 earnings of $1.91 per share, exceeding the Zacks Consensus Estimate of $1.83 by 4.4% and reflecting a 13.7% increase from $1.68 in the same quarter last year [1][10] - Total revenues reached $6.1 billion, surpassing the Zacks Consensus Estimate of $5.06 billion by 20.5% and showing an 11.3% increase from $5.48 billion year-over-year [2][10] Financial Performance - Total operating expenses were $5.15 billion, up 17% from $4.4 billion in the previous year [3] - Operating income was $0.95 billion, down from $1.1 billion in the year-ago quarter [3] - Net interest expenses decreased by 16.9% to $118 million from $142 million year-over-year [3] Strategic Developments - CEG signed a 20-year power purchase agreement with Meta to support clean energy goals, starting June 2027, which will enhance Clinton Clean Energy Center's output by 30 megawatts [4] - Regulatory approvals for the acquisition of Calpine were received from multiple commissions, with the transaction expected to close in Q4 2025 [5] - The Crane Clean Energy Center is projected to return to service in 2027, contributing reliable energy to meet growing demand [6] Financial Position - As of June 30, 2025, cash and cash equivalents were $1.97 billion, down from $3.02 billion at the end of 2024 [7] - Long-term debt decreased to $7.286 billion from $7.384 billion as of December 31, 2024 [7] - Cash provided from operating activities in the first half of 2025 was $1.58 billion, compared to $1.34 billion used in the same period last year [7] Capital Expenditures - Total capital expenditures in the first six months of 2025 were $1.57 billion, an increase from $1.28 billion a year ago [8] Guidance - CEG reaffirmed its full-year 2025 adjusted operating earnings guidance of $8.90-$9.60 per share, with the Zacks Consensus Estimate at $9.44 per share [11]

Group 1: Brookfield Renewable - Brookfield Renewable has a globally diversified portfolio of clean energy assets across North America, South America, Europe, and Asia, including hydroelectric, solar, wind, energy storage, and nuclear power [2][4] - The company is not a regulated utility and sells power under long-term contracts, allowing for growth as the world shifts to cleaner energy [4] - Brookfield Asset Management, with over 100 years of infrastructure investment experience, plans to increase clean-energy investments by around 100% by 2030, positioning Brookfield Renewable as a key funding source [5] - Brookfield Renewable Partners offers a 5.6% yield, while Brookfield Renewable Corporation has a 4.6% yield, both representing the same entity [6] - A $2,000 investment in Brookfield Renewable can yield 75 shares of partnership units or 60 shares of corporate shares [7] Group 2: Chevron - Chevron is a globally diversified, integrated energy company with a 4.7% dividend yield, having increased its dividend for 38 consecutive years despite the volatility in oil and natural gas prices [8][9] - The company maintains a strong balance sheet with low leverage, allowing it to manage debt during downturns and support its business and dividend [9] - Current challenges for Chevron include weak energy prices and company-specific issues such as a complicated acquisition of Hess and investments in politically unstable Venezuela [10] - The high yield presents a long-term investment opportunity, with a $2,000 investment yielding approximately 13 shares [11] Group 3: Investment Outlook - Both Brookfield Renewable and Chevron are attractive to dividend investors due to their high yields and strong business fundamentals [12]

Clean Energy Tax Credits - Senate Republicans are divided over tax credits for clean energy sources [2] - Nuclear, geothermal, and hydropower projects would qualify for credits until 2033, unchanged from current law [2][3] - Solar and wind energy credits are being phased out, ending by 2028, similar to the House bill [3] - Hydrogen projects need to be under construction by the end of this year to qualify for credits [4] Hydrogen Industry Impact - Hydrogen projects in development are estimated to add about $12 billion annually to the economy [4] - Companies are reconsidering hydrogen investments due to the quick phase out of tax credits [5] - The oil and gas lobby is pushing to extend the 45V credit for hydrogen until 2029 to maintain US competitiveness [5][6] Legislative Outlook - Some senators are seeking changes to the hydrogen tax credit [7] - Senators aim to allow more time for companies to get their projects online [7] - Details are expected to be settled by the start of next week [8] - The deficit implications of the Senate bill are a concern for some senators [8] - Some House fiscal hawks wanted to end green energy tax credits to achieve savings [9]

Core Viewpoint - Oil prices are currently under pressure, affecting oil-related stocks, but this presents a potential buying opportunity for long-term investors as oil prices have historically rebounded [1][2] Group 1: Chevron - Chevron is a major integrated energy company with operations across upstream, midstream, and downstream sectors, providing resilience against commodity price volatility [3] - The company maintains a strong balance sheet with a debt-to-equity ratio of approximately 0.2, allowing it to support its business and dividends during downturns [4] - Despite facing company-specific challenges, including a difficult merger and political issues in Venezuela, Chevron offers a 5% yield that is expected to remain stable [5] Group 2: TotalEnergies - TotalEnergies is a French integrated energy giant that has invested in clean energy while maintaining its dividend, unlike some competitors [8] - The company has accelerated its clean energy investments, with this segment growing by 17% in 2024, providing a hedge against the transition to cleaner energy [9] - The stock currently offers a dividend yield of 6.5%, making it an attractive option for investors seeking high yield with exposure to both oil and clean energy [10] Group 3: Enbridge - Enbridge operates as a midstream company, focusing on pipelines, storage, processing, and transportation of oil and natural gas, which provides a consistent income stream [11] - Approximately 50% of Enbridge's EBITDA comes from oil pipelines, while 25% comes from natural gas pipelines, ensuring reliable cash flows [12] - The company is also diversifying into natural gas utilities and clean energy investments, which are regulated and driven by long-term contracts, further minimizing commodity risk [13] Group 4: Industry Outlook - Oil remains a vital energy source despite the ongoing energy transition, and companies like Chevron, TotalEnergies, and Enbridge provide various investment opportunities in the energy sector [14] - Each of these companies offers unique advantages, such as diversified exposure, high yields, and reduced commodity risk, making them appealing options for investors looking to invest in the energy sector [15]

Core Viewpoint - Constellation Energy Corporation (CEG) has shown strong performance in its first-quarter 2025 earnings, with a notable increase in earnings per share and revenues, while also making significant strategic moves such as the acquisition of Calpine [1][4][5]. Financial Performance - CEG reported earnings of $2.14 per share, matching the Zacks Consensus Estimate, and reflecting a 17.6% increase from $1.82 in the same quarter last year [1][4]. - Revenues reached $6.79 billion, exceeding the Zacks Consensus Estimate of $5.92 billion by 14.6%, and increased by 10.2% from $6.16 billion year-over-year [4]. - The stock closed at $270.59 on May 8, with a 14% gain over the past six months, outperforming the industry and S&P 500 [1]. Strategic Developments - CEG has entered into a definitive agreement to acquire Calpine for approximately $16.4 billion, which includes 50 million shares of CEG stock, $4.5 billion in cash, and the assumption of around $12.7 billion in Calpine's net debt [5]. - The company’s nuclear fleet produced 45,582 gigawatt-hours (GWhs) in Q1 2025, slightly up from 45,391 GWhs in Q1 2024 [5]. Capacity and Production - CEG's nuclear plants achieved a 94.1% capacity factor in Q1 2025, an improvement from 93.3% in Q1 2024, with no non-refueling outage days reported in Q1 2025 [6]. - The Crane Clean Energy Center has been selected for expedited grid connection, contributing over 1,150 megawatts of clean electricity to the grid [7]. Investment and Growth Prospects - CEG plans capital expenditures of nearly $3 billion for 2025 and $3.5 billion for 2026, with 35% allocated to nuclear fuel acquisition [12]. - The company is strategically partnering with tech firms like Microsoft to supply power to data centers, capitalizing on the rising demand for clean energy [13]. Shareholder Returns - CEG has authorized a share repurchase program of up to $3 billion, with approximately $841 million remaining as of March 31, 2025 [23]. - The company aims to increase its dividend by 10% annually, currently offering a quarterly dividend of 38.78 cents per share, equating to an annualized dividend of $1.55 [24]. Market Position - CEG's trailing 12-month return on equity stands at 21.93%, significantly higher than the industry average of 8.39% [19]. - The stock is currently trading at a premium compared to its industry on a forward 12-month P/E basis [20].