Core Viewpoint - The demand for energy is increasing, and Bloom Energy is currently a more attractive investment compared to Plug Power, which has struggled financially and has not yet turned a profit [1][4]. Company Overview: Plug Power - Plug Power has been a pioneer in the clean hydrogen economy, focusing on fuel cells, electrolyzers, and hydrogen infrastructure aimed at decarbonizing industries like transportation and logistics [1]. - Despite being in operation for over 25 years, Plug Power has never reported an annual profit, with a reported loss of over $2.1 billion on revenue of $676 million in the past 12 months [2][6]. - The company is facing challenges in developing the hydrogen market due to high costs of storage and transport, which have hindered market adoption [5]. - Plug Power has initiated Project Quantum Leap to reduce costs and focus on profitable business lines, aiming for a break-even gross margin by the end of the year and positive EBITDA by the second half of next year [8]. Company Overview: Bloom Energy - Bloom Energy offers solid-oxide fuel cell power systems for on-site electricity generation, which can quickly meet the growing energy demands of data centers and industrial businesses [10]. - The company has secured significant financing arrangements, including a $5 billion deal with Brookfield Asset Management and a power deal with Oracle, showcasing its rapid deployment capabilities [12]. - Analysts project Bloom will generate $1.9 billion in sales this year and $2.46 billion next year, with expected improvements in earnings per share from -$0.14 this year to $0.64 next year [13]. Market Context - U.S. electricity demand is anticipated to grow at a rate of 2.5% annually over the next decade, significantly outpacing the growth rate of the past decade, creating a favorable environment for companies like Bloom Energy [17]. - Bloom Energy's fuel cells are positioned as a crucial solution to meet the increasing demand for on-site power, providing a strong growth opportunity for the company [18].

Plug Power has done significant damage to the value of its stock over the years.At its peak, Plug Power (PLUG 2.84%) had a market capitalization exceeding $35 billion. Today, the pioneering hydrogen company is worth less than $3 billion. Meanwhile, its stock price is down 99.9% from its peak, currently trading at around $2 per share. While Plug Power believes its best days still lie ahead, here's why the hydrogen stock might be yesterday's news. The Plug Power of tomorrowPlug Power is a firm believer that h ...

Solaris is in a position to provide our customers with the most appropriate solution or solutions for their range of needs at any particular site. We can provide multiple generation sources to our customers as well as gas supply infrastructure, power distribution equipment and resiliency equipment such as battery energy storage systems or BESS. Our solutions can include a combination of natural gas turbines, natural gas reciprocating engines, grid power, BESS, fuel cells and other renewable technologies. It ...

Core Viewpoint - Bloom Energy is experiencing significant growth, with a 300% increase in share price driven by rising demand for its fuel cells from data center operators, leading to rapidly increasing revenue and improving profitability [1][7]. Group 1: Company Performance - Bloom Energy's revenue surged by 57% in the third quarter, reaching $519 million, marking its fourth consecutive quarter of record revenue [7]. - The company reported an operating income of $7.8 million in the third quarter, a turnaround from a $9.7 million loss in the same period last year [7]. - The current market capitalization of Bloom Energy is $21 billion, with shares trading between $89.40 and $96.49 on the day of reporting [12]. Group 2: Market Demand and Partnerships - Data centers require a stable energy source, leading many operators to adopt fuel cells for backup power, which Bloom Energy is well-positioned to supply [3][4]. - Bloom Energy has formed strategic partnerships, including a $5 billion deal with Brookfield Asset Management to provide power solutions for AI factories, with potential installations of up to 1 GW [4]. - The U.S. data center power demand is projected to rise to 106 GW by 2035, significantly increasing the total addressable market for Bloom Energy [9]. Group 3: Future Growth Potential - Bloom Energy aims to increase its manufacturing capacity to 2 GW by the end of 2026, with scalability options to reach 5 GW [8]. - The company is expected to continue expanding its partnerships with data center developers, utilities, and commercial customers to meet future power needs [10]. - Despite potential volatility in share prices, Bloom Energy has substantial growth potential, driven by increasing electricity demand [11].

Key Points FuelCell Energy reported fourth-quarter 2025 financial results. The company beat analysts' sales expectations and grew its backlog. Despite the progress, the company reported a steeper EBITDA loss in 2025 than it did in 2024. 10 stocks we like better than FuelCell Energy › After dropping 6.7% during yesterday's trading session, shares of FuelCell Energy (NASDAQ: FCEL) are more than recovering today. The fuel cell specialist reported its fourth-quarter 2025 financial results this mornin ...

December 16, 2025 05:01 AM GMT Clean Tech | North America 2026 Outlook: Leaning into Stronger Demand With improved policy clarity we expect demand fundamentals to reemerge as the driving force for the sector in 2026. We're bullish on demand with data center growth spurring constructive outlooks on gas, solar, storage, and fuel cells. GEV, FSLR, and BE are our preferred names within our coverage. Demand drivers look poised to shine through in 2026. Changing policy has been heavily influencing the clean tech ...

Core Insights - Equinor ASA, in partnership with Vår Energi and Petoro, has committed approximately $395 million (NOK 4 billion) for a new subsea project linked to the Johan Castberg field, expected to yield around 46 million barrels of recoverable oil [1][9] Investment and Development - The new subsea project is set to commence production in Q4 2028, following the Johan Castberg field's production start in March 2025, which currently outputs nearly 220,000 barrels per day [2][9] - Equinor plans to leverage standardized solutions from the Johan Castberg field to expedite the development of the new subsea project, as the new reservoir shares similar properties with previously developed discoveries [3][9] Strategic Positioning - The Johan Castberg field is positioned as a future production hub in the Barents Sea, with the Isflak discovery in 2021 marking the beginning of a series of developments aimed at resource extraction in the region [4] - The development plan for the Isflak discovery includes drilling two new wells that will connect to existing subsea production facilities, enhancing the overall infrastructure within the Johan Castberg license [4] Regulatory and Environmental Considerations - Equinor has submitted an application to Norway's Ministry of Energy to confirm compliance with impact assessment obligations for the new developments and seeks an exemption from outlining a development and operation plan [5] Exploration and Future Potential - A recent discovery, Drivis Tubåen, made in 2025, enhances the potential for further development within the Johan Castberg license, with partners aiming to expedite its production [6] - The current recoverable volumes in the Johan Castberg license are estimated between 450 million and 650 million barrels, with significant upside potential of an additional 250 million to 550 million barrels from new finds in the region [7] Ownership Structure - Equinor operates the Johan Castberg field with a 46.3% interest, while Vår Energi holds 30% and Petoro has 23.7% [8]

14 December 2025 | 2:52PM HKT Equity Research Weichai Power (000338.SZ) Key takeaways from recent calls on the topic of data center generators | 000338.SZ | 12m Price Target: Rmb20.30 | Price: Rmb17.98 | Upside: 12.9% | | --- | --- | --- | --- | | 2338.HK | 12m Price Target: HK$21.00 | Price: HK$20.30 | Upside: 3.4% | Over the past week, we hosted three calls, with a generator industry expert, Weichai Heavy Machinery (000880.SZ, Not Covered) - Weichai Power's diesel genset partner, and Yuchai (CYD, Not Cove ...

It was supposed to be a glum year for green stocks as President Donald Trump pushed his Big Oil agenda. Instead, the sector is booming as artificial intelligence powers massive demand for all kinds of energy. The S&P Global Clean Energy Transition Index has rallied  this year, handily beating a  advance in the S&P 500 Index. It’s also outpacing an  gain in the S&P Global Oil Index, which was expected to be a big winner on the back of Trump’s “drill, baby, drill” agenda. Most Read from Bloomberg That’s ...

Core Insights - BP plc has commenced production at the Atlantis Drill Center 1 expansion project in the Gulf of America, achieving this milestone two months ahead of schedule, with an expected peak addition of nearly 15,000 barrels of oil equivalent per day (Boe/d) to the Atlantis platform [1][8] Expansion Project Details - The expansion involves adding two new wells connected to an existing subsea drill center, enhancing the reach of the Atlantis field [2] - The Atlantis field, discovered in 1998, has a gross production capacity of up to 200,000 barrels of oil per day, with first oil from the project achieved earlier than planned by optimizing existing subsea infrastructure and drilling operations [3] Long-Term Production Goals - The Atlantis Drill Center 1 supports BP's goal to increase U.S. upstream production to approximately 1 million Boe/d by 2030, marking the fifth upstream project delivered earlier than planned in 2025 [4][8] - BP plans to advance several new projects in the Gulf of America by 2030, aiming to grow production capacity from the U.S. offshore region to over 400,000 Boe/d [5] Strategic Focus on U.S. Offshore Production - BP emphasizes its ability to enhance production from the U.S. offshore region by optimizing existing infrastructure, asserting that America will remain central to delivering secure and reliable energy globally [6]