HA Sustainable Infrastructure Capital (HASI), a leading investor in sustainable infrastructure assets, and Sunrun, a provider of home battery storage, solar, and home-to-grid power plants, announced the closing of an innovative joint venture to finance distributed energy assets. The partnership announced January 6 is expected to ultimately finance more than 300 MW of capacity across more than 40,000 home power plants across the country. Under the agreement, which closed last month, HASI will invest up to $ ...

The Georgia Public Service Commission authorized Georgia Power to procure some 9.9 GW of new generation capacity to serve the rapidly expanding AI data center industry. Georgia Power indicated that data centers will consume roughly 80% of the new power supply. The expansion includes 3.6 GW of new combined cycle natural gas generation and 3 GW of battery energy storage systems. The utility also plans to procure 350 MW solar including battery storage, and upward of 2.8 GW of power purchase agreements. This ...

ACRG’s new joint venture combines land assets with data center infrastructure powered by geothermal, solar, natural gas and clean coalLAS VEGAS, Dec. 22, 2025 (GLOBE NEWSWIRE) -- American Clean Resources Group Inc. (OTC: ACRG), a critical minerals processing company focused on domestic supply chain development, today announced the formation of American Clean Energy LLC (ACE), a joint venture to build power infrastructure for data centers and critical mineral processing facilities across the United States. A ...

Core Insights - CFO Anna Nord Bjercke of Statkraft AS will step down to pursue opportunities outside the company, effective January 1, 2026, with Tone Aastveit Skuterud appointed as acting CFO [1][2][3] Group 1: Leadership Changes - Anna Nord Bjercke joined Statkraft as CFO in January 2024 and has contributed to refining the business strategy, divesting non-core activities, and reducing costs significantly during her tenure [2] - Tone Aastveit Skuterud, the new acting CFO, has extensive experience, having previously held senior management roles at Telenor and served in various capacities at Statkraft for 12 years [1][3] Group 2: Company Performance and Strategy - The company has focused on strengthening its financial robustness and competitiveness amid increased uncertainty in the energy sector, with planned divestments being a key milestone for new investments [3] - Statkraft is recognized as Europe's largest renewable energy producer, with a diverse portfolio that includes hydropower, wind power, solar power, and gas-fired power [6]

Core Viewpoint - Clearway Energy (CWEN) is recognized as a strong player in the renewable energy sector, with a positive outlook from Morgan Stanley and Zacks Investment Research, indicating potential for growth and market outperformance [1][2][5] Company Overview - CWEN operates a diverse portfolio of wind, solar, and natural gas power generation facilities, focusing on clean energy solutions [1] - The company's market capitalization is approximately $7.12 billion, highlighting its significant presence in the energy sector [3][5] Stock Performance - As of the latest update, CWEN's stock price is $34.95, reflecting a slight decrease of 0.71% or $0.25 [3][5] - The stock has experienced volatility over the past year, with a high of $36.89 and a low of $24.40, indicating potential for growth [3] Analyst Ratings - Morgan Stanley upgraded CWEN to "Overweight" and raised its price target from $47 to $50, suggesting a positive outlook for the stock [1][5] - Zacks Investment Research identifies CWEN as a strong momentum stock, indicating its potential for short-term market outperformance [2][5] Trading Activity - Today's trading volume for CWEN is 179,674 shares on the NYSE, indicating active investor interest [4] - The combination of positive ratings and active trading suggests that CWEN is a stock to watch, with confidence in reaching the updated price target of $50 [4]

Industry Competition - The West needs to learn from China's rise to compete in self-driving cars, medicine, EVs, solar power, and other vital technologies [1] - China's ownership of the future is not guaranteed, but competition is necessary [1]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China Power** industry, highlighting significant trends in power consumption and generation in the country [1][2]. Key Insights on Power Consumption - **National power consumption** increased by **5.1% YoY** in the first ten months of 2025, up from **4.6%** in the previous months [3][9]. - In **October 2025**, power demand surged by **10.4% YoY**, with notable increases in various sectors: - **Primary sector**: +13.2% YoY - **Secondary sector**: +6.2% YoY - **Tertiary sector**: +17.1% YoY - **Residential demand**: +23.9% YoY [3][9]. Sector-Specific Growth Drivers - The **tertiary sector** growth was primarily driven by: - **Retail services**: +24.4% YoY - **IT services**: +21.0% YoY - The **accommodation and catering** sector also saw an increase of **18.4% YoY**, attributed to the strong National Day holiday [4][9]. - **Residential power consumption** growth was influenced by temperature variations, with regions like Jiangxi, Zhejiang, and Shanghai experiencing significant increases of **66%**, **63%**, and **47%** YoY, respectively [4]. Power Generation Insights - Total power generation in **10M25** rose by **2.3% YoY** to **8,063 billion kWh**. - Renewable energy sources showed strong growth: - **Solar power generation**: +23.2% YoY - **Wind power generation**: +7.6% YoY - The share of wind and solar in the energy mix increased to **16%**, up from **14%** in the same period last year [5][9]. Capacity Expansion - China added **398 GW** of power capacity in **10M25**, marking a **42.4% YoY** increase, including: - **253 GW** from solar (up **39.5% YoY**) - **70 GW** from wind (up **52.9% YoY**) - **65 GW** from thermal sources (up **54.3% YoY**) [5][9]. Investment Trends - Investments in power generation capacity reached **Rmb722 billion**, a **0.7% YoY** increase, while investments in the power grid rose to **Rmb482 billion**, up **7.2% YoY** [9]. Analyst Ratings and Industry Outlook - The overall view of the **China Utilities** sector is considered **attractive**, with several companies rated positively, including: - **China Resources Power**: Overweight - **China Longyuan Power Group**: Overweight - **Huaneng Power International Inc.**: Equal-weight [7][59]. Additional Considerations - The report emphasizes the potential for continued growth in the renewable energy sector, driven by government policies and increasing demand for cleaner energy sources [7][9]. - Analysts caution that while the growth is promising, investors should remain aware of potential risks associated with market fluctuations and regulatory changes [7][9].

Core Viewpoint - JBB Builders has been selected as a shortlisted bidder for a large-scale solar photovoltaic power plant project in Malaysia, which is expected to enhance the company's competitiveness and attract international investors [1][2] Group 1: Project Details - JBB Builders (M) Sdn. Bhd. and its joint venture partner, a subsidiary of Samaiden Group Berhad, have been notified by the Malaysian Energy Commission about their selection for a project to develop a 99.99MWac solar power plant in Johor, Malaysia [1] - The expected commercial operation date for the solar power plant is on or before February 29, 2028 [1] - A 21-year solar power purchase agreement will be established with Tenaga Nasional Berhad to supply electricity generated by the plant [1] Group 2: Financial and Structural Aspects - JBB Builders (M) Sdn. Bhd. is expected to inject a total capital of no more than 65 million Malaysian Ringgit into the joint venture for the project [1] - The capital contributions of the parties involved will be proportional to their equity stakes in the joint venture [1] Group 3: Strategic Implications - The establishment of the joint venture is crucial for integrating resources and expertise to expand solar power generation capacity and enhance capital efficiency [2] - Participation in this renewable energy project is expected to enrich and strengthen the company's investment portfolio, attracting international investors and partners committed to sustainability [2] - This initiative will also enhance the company's corporate social responsibility and reputation, aligning with Malaysia's commitment to reducing carbon emissions and appealing to environmentally conscious stakeholders and customers [2]

RT Bloomberg New Economy (@BBGNewEconomy)Zero-emission power from wind, solar, tidal, hydro and geothermal is reshaping markets. Hydrogen, biofuels and batteries are transforming industry and mobility.How is the energy transition is changing the balance of power and opportunity? Join us for the #BloombergNewEconomy Forum November 19-21.https://t.co/uA6KMlyLle ...

Core Insights - Google is collaborating with NextEra Energy to revive the Duane Arnold Energy Center nuclear power plant in Iowa, which was closed in 2020 [1][2] - The partnership aims to enhance Google's zero-carbon energy sources for its data centers, with Google agreeing to purchase a majority of the plant's power for 25 years [3][4] Company Developments - NextEra Energy has been seeking a partner for the past year to restart the Duane Arnold reactor, which was originally designed to generate 601 megawatts of electricity, with plans to add an additional 14 megawatts upon renovation [2][3] - The Duane Arnold Energy Center was shut down due to damage from a summer derecho, affecting its secondary containment system [2] Industry Trends - There is a growing trend of reviving nuclear power plants as tech companies and data center developers look for reliable energy sources amid increasing electricity demand [4] - Restarting existing reactors is viewed as a quicker alternative to building new nuclear facilities, which can take years to develop, while companies are also exploring solar and battery solutions for faster deployment [8]