Chariot's renewables business is "executing at pace" Proactive uses images sourced from Shutterstock Chariot Ltd (AIM:CHAR, OTC:OIGLF) said South African renewable electricity trader Etana Energy has secured a further 150MW of sole offtake from the Orkney 219MW solar PV project, as the development reached financial close. Orkney, in South Africa’s North-West province, is being built by Mulilo and financed by Mulilo plus a consortium of South African financial institutions. Once operational, the project is ...

Group 1 - The Clean200 index, which includes US companies generating over half their revenue from sustainable activities, has outperformed the broader market with a gross total return of 283% since July 1, 2016, compared to 221% for the MSCI ACWI and 111% for the MSCI ACWI/Energy Index [2] - Companies in the Clean200 index have been growing revenues at rates approximately double those of the larger economy, indicating strong performance despite varying market conditions [3] - The index is heavily weighted in sectors such as industrials, consumer discretionary, materials, information technology, utilities, health care, and communications, reflecting a diverse range of sustainable investments [4] Group 2 - Renewable sources of electricity accounted for over 90% of the world's added capacity last year, with significant contributions from states like Texas, which leads in wind energy production and is a major solar producer [4] - Major companies like Amazon, Apple, Microsoft, Tesla, and Contemporary Amperex Technology Co. are prominent in sustainable investment funds, such as the iShares ESG Aware MSCI USA ETF, which has returned an average of 13% over five years [6]

Core Viewpoint - Brookfield Renewable Partners is positioned as a strong investment due to its attractive dividend yield, consistent cash flow growth, and strategic partnerships in the renewable energy sector. Group 1: Financial Performance - Brookfield Renewable Partners has a current share price of approximately $31.77, with a market capitalization of $9.7 billion and a dividend yield of 4.70% [2] - In 2025, the company reported $1.3 billion in funds from operations (FFO), reflecting a 13.8% increase, with FFO per share rising by 10.8% to $0.52 [8] - The company has increased its dividend payouts for five consecutive years, including a 5% boost this year to $0.392, resulting in a total increase of 27% [10] Group 2: Market Position and Growth Potential - Brookfield Renewable is well-positioned to benefit from the growing demand for electricity, which is expected to increase by 35% to 50% by 2040 due to economic growth and the expansion of data centers and manufacturing [3] - The company has long-term power purchasing agreements averaging 13 years, with 90% of its electricity sales secured through these contracts [11] - Brookfield Renewable has geographic diversity, operating in North America, South America, Europe, Asia, and Australia, which enhances its market resilience [8] Group 3: Strategic Partnerships - The company has established partnerships with major corporations like Microsoft and Alphabet, which are significant drivers of electricity demand in the U.S. [4] - Brookfield Renewable's focus on renewable energy sources positions it favorably amid global shifts towards sustainable energy solutions [4] Group 4: Comparison with Brookfield Renewable Corporation - Brookfield Renewable Partners and Brookfield Renewable Corporation are essentially the same entity, sharing assets and dividend payments, but differ in tax reporting requirements for investors [5] - Brookfield Renewable Corporation generally has a lower dividend yield of 3.40% due to higher demand and exclusion from certain investment portfolios [7]

Group 1 - EQT Corporation (NYSE:EQT) is identified as one of the 10 undervalued growth stocks for the next 5 years, with a potential acquisition interest in AES Corporation by EQT and BlackRock's Global Infrastructure Partners [1] - Ongoing discussions between EQT and BlackRock regarding the acquisition of AES could lead to a finalized agreement within weeks, although no final decision has been made yet [2] - EQT Corporation is engaged in the transportation, gathering, and production of natural gas, providing services to utilities, marketers, and industrial customers in the Appalachian Basin [4] Group 2 - RBC Capital analyst Scott Hanold has reaffirmed a Hold rating on EQT Corporation with a price target of $62, indicating an 11.6% upside potential from current levels [3]

Core Viewpoint - Etana Energy has secured a significant ten-year power purchase agreement to supply 220 megawatts of renewable electricity annually to Sibanye-Stillwater's mining operations in South Africa, highlighting the growing role of renewable energy in the mining sector [1][3]. Group 1: Company Overview - Chariot Ltd, an Africa-focused energy company listed on AIM, holds a 34% interest in Etana Energy through its subsidiary, Chariot Generation and Trading [1]. - Other stakeholders in the project include H1 Holdings, Norfund, and Standard Bank, indicating a diverse investment base [2]. Group 2: Project Details - The power will be delivered by wheeling electricity from Etana's solar and wind portfolio across South Africa's national grid, with supply expected to commence in late 2027 [2]. - The agreement aims to meet Sibanye-Stillwater's current and future power needs, contributing to reduced electricity costs and lower carbon emissions for one of South Africa's largest gold and platinum group metals producers [3]. Group 3: Market Implications - Benoit Garrivier, CEO of Chariot's renewable power division, emphasized that this agreement signifies a material offtake agreement with a major industrial customer, showcasing the market potential for Etana [3]. - Etana is positioned to become one of the largest providers of renewable energy in South Africa, reflecting the increasing demand for sustainable energy solutions in the region [3].

Core Insights - TotalEnergies and Airbus have signed two clean firm power contracts to supply 3.3 TWh of electricity to major Airbus sites in Germany and the United Kingdom [1] - The electricity will come from new renewable assets with a capacity of 200 MW and will cover half of the electricity needs of the sites starting from 2027 [1] Company Overview - TotalEnergies is involved in the renewable energy sector through its partnership with Airbus, indicating a strategic move towards sustainable energy solutions [1] - Airbus is enhancing its sustainability efforts by securing a significant portion of its energy needs through renewable sources [1] Industry Implications - The contracts represent a growing trend in the aerospace industry towards the adoption of renewable energy to meet operational needs [1] - This partnership may set a precedent for other companies in the aerospace and manufacturing sectors to pursue similar renewable energy agreements [1]

Core Insights - TotalEnergies has signed a contract to supply 800 GWh of renewable electricity to SWM, a major player in the paper industry, over a duration of 10 years starting from January 2026 [1][2] - The electricity will be sourced from approximately 50 MW of TotalEnergies' existing renewable generation assets in France, providing SWM with stable and low-carbon electricity [1][2] - This agreement will secure half of SWM's French electricity needs from renewable sources for the next decade, aiding in their commitment to reduce Scope 1 and 2 emissions by 2033 [1] Company Overview - TotalEnergies is a global integrated energy company involved in the production and marketing of various energy sources, including oil, natural gas, and renewables [1] - The company aims to reach 35 GW of installed gross renewable electricity generation capacity by the end of 2025 and over 100 TWh of net electricity production by 2030 [1] - SWM International specializes in premium, engineered, lightweight fiber-based solutions and is committed to transitioning to safer and more sustainable solutions [1] Strategic Implications - The contract with SWM illustrates TotalEnergies' capability to provide tailored solutions for industrial customers, enhancing their decarbonization efforts [1] - TotalEnergies has previously signed similar contracts with various companies, showcasing its ability to leverage a diverse asset portfolio for innovative energy solutions [1] - The partnership is seen as a strategic investment for SWM, providing cost predictability and supporting their sustainability goals [1]

Group 1 - TotalEnergies has signed a contract to supply 800 GWh of renewable electricity over ten years to SWM's three plants in France, including Papeteries de Saint Girons, PDM Industries, and LTR Industries [1] - The electricity will be sourced from approximately 50 MW of TotalEnergies' operational renewable assets in France [1] - This agreement is part of SWM's strategy to secure half of its French electricity needs from renewable sources for the next decade, aiming to significantly reduce scope 1 and 2 emissions by 2033 [3] Group 2 - TotalEnergies' senior vice-president highlighted the company's capability to provide customized solutions for industrial customers, combining renewable and flexible energy assets [2] - The arrangement is designed to ensure a consistent electricity supply to support SWM's production processes [2] - TotalEnergies has an installed gross renewable generation capacity exceeding 32 GW as of October 2025, with a target of over 100 TWh of net electricity production by 2030 [3][4] Group 3 - Recently, TotalEnergies announced a 21-year power purchase agreement with Google to supply 1 TWh of certified renewable electricity from a solar plant in Malaysia [4]

TotalEnergies has signed a 10-year contract to supply 800 GWh of renewable electricity with a constant delivery profile to SWM, a major global paper and fiber-based materials producer. The agreement will cover roughly half of SWM’s electricity needs in France and begin in January 2026. The power will be delivered to three SWM facilities - Papeteries de Saint Girons, PDM Industries, and LTR Industries - using around 50 MW of TotalEnergies’ existing renewable generation assets in France. The structure of th ...

Core Viewpoint - TotalEnergies has entered into a long-term agreement to supply renewable electricity to SWM, indicating a strategic move towards sustainable energy solutions in the manufacturing sector [1] Group 1: Company Details - TotalEnergies will supply 800 gigawatt-hours of renewable electricity to SWM over a period of 10 years [1] - The agreement covers three sites located in France, showcasing TotalEnergies' commitment to expanding its renewable energy footprint [1]