25 March 2026 Equity Research Report China Renewables Equities Impact of Middle East conflict – II China The prolonged closure of the Strait of Hormuz could lead to gas deficit in Southeast Asia. According to our global Oil & Gas team, Asian markets, which source 26% of their LNG from Qatar and the UAE, are particularly exposed to supply risks (Gas markets: LNG balance in deficit, raising TTF forecast for 2026, 11 Mar 2026). According to IEA, gas power accounted for c24% of power generation in Southeast Asi ...

When petroleum prices surge, investors often rush to embrace the usual suspects. Those include exploration and production equities as well as shares of integrated oil giants. With conflict raging in Iran, that approach has been rewarded. Still, there are other beneficiaries of elevated oil prices, some of which may surprise investors. Renewable energy stocks, including solar energy names, have a knack for shining when oil surges because the commodity is costlier to consume, and the economic allure of renewa ...

The Middle East’s energy transition was never going to be linear. The conflict involving Iran has made that unmistakable, after President Trump had already changed the energy landscape. In its early phase, the destruction of fuel depots, industrial sites and urban infrastructure released more than five million tonnes of CO₂ in a matter of weeks, according to an analysis by the Guardian. That is not background noise. It is a surge large enough to offset years of incremental progress in parts of the system. ...

Chesnara (LSE:CSN) has had a busy few months — completing its HSBC Life acquisition and buying Scottish Widows Europe, backed by a £290 million capital raise. Full-year 2025 profits jumped 42% and the solvency ratio hit 257%, with the CEO saying there's more deal flow to come. Itaconix (AIM:ITX, OTCQB:ITXXF, FRA:18G0) has hit revenues of $10.5 million for the first time, up 61%, and is now forecasting its first positive EBITDA this year. The plant-based polymer company is winning business across North Ame ...

Good afternoon everyone and welcome to stock market today for March 23rd. It's Alyssa Cororum here. Now stocks up on the day on Iran related headlines, but there's more to the story when you take a closer look.Joining me now to discuss that and more is my colleague Ed Carson. >> Yeah, good afternoon Ally. Uh want to take a look at Rush Street, Next Power, and Peabody Energy. >> Okay, we will take a look at those stocks.But first, let's take a look at the major indexes and we will kick things off with a look ...

20 March 2026 | 3:28PM EDT Equity Research Energy, Utilities & Mining Pulse: Investors Asking: What Are the Largest Debates Across Natural Resources? This week in the Pulse, we ask our senior analyst team to discuss the largest debates in their sector so far this year. Teams discuss debates within their sector, and how they see the debate playing out from here and impacting their coverage. Debates team discuss include: E&Ps: Where Can One Still Generate Double Digit Returns in US Upstream Amid Sharp Rally? ...

March 2026 Enlight Company Overview צבע טקסט פסקה צבע טקסט כותרת 1 Legal disclaimer This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements c ...

RT Katie Miller (@KatieMiller)Solar accounted for 54% of all new electricity-generating capacity added to the US grid in 2025.Combined, solar and storage made up 79% of new capacity last year.China has significant growths in solar capacity and generation — the US must be doing the same. https://t.co/uOfdHDTvFJ ...

Group 1 - NextEra Energy has entered into agreements with Meta and WPPI for power supply through solar and nuclear energy, highlighting the increasing demand for clean energy [1] - Nuclear energy has shown significant performance, delivering 158% price returns over the past three years, indicating its potential as a lucrative investment [1] - The green economy has experienced a compound annual growth rate (CAGR) of approximately 14% over the past decade, presenting a generational investment opportunity [2] Group 2 - NextEra Energy's stock has increased by 13% since October 2025, outperforming the previously anticipated increase of 7% [2] - The investing group Green Growth Giants, led by a macroeconomist with over 20 years of experience, focuses on the dynamic portfolio and regular updates in the clean energy sector [2]

Core Viewpoint - NextEnergy Solar Fund (NESF) is implementing a strategic reset to address persistent share price discounts to net asset value (NAV), stabilize NAV through reinvestment, and position the fund for long-term growth in solar and energy storage [4][3]. Dividend Policy - NESF will transition from a fixed pence-per-share dividend to a payout-based approach, targeting 75% distribution of operational free cash flows after debt servicing and expenses, which is expected to generate approximately £40 million of investable cash over the next five years while maintaining a cash-covered dividend range of 7.2p to 8.2p [2][7][1]. Capital Recycling - The fund is expanding its capital recycling program, identifying up to 120 megawatts for potential disposals over the next three years, which will bring cumulative recycled capacity to over 480 MW by 2030 [9][10]. NESF has already recycled around £119 million at an average rate of 82 MW per year since April 2023 [10]. Energy Storage Expansion - NESF plans to increase energy storage to up to 30% of portfolio gross asset value (GAV) from the current 3%, seeking shareholder approval to raise the formal investment policy limit for energy storage from 10% to 30% of GAV [12][5]. The company aims to reach this target by 2030, with a focus on co-location and leveraging existing grid connections [13][14]. Repowering and Cost Actions - Management views repowering as a key strategy to increase output and extend asset life, with a phased approach already in place [15]. Operational improvements have led to a 22.5% reduction in asset management costs, resulting in a £7.4 million NAV increase [16]. Debt and Capital Structure - NESF is targeting a reduction in debt to 40%–45% of GAV, below its policy limit of 50%, and expects long-term debt of about £144 million to amortize in line with subsidy lives [17]. Preference shares are considered an attractive capital source, with potential refinancing options from 2030 [17]. Total Return Target - The company is targeting total returns of 9%–11%, combining the new dividend policy with NAV growth initiatives, capital recycling, and expanded energy storage [18].