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The Global Energy Transition Rolls On—Even As The U.S. Hits Reverse
Forbes· 2025-10-09 07:25
TOPSHOT - US President Donald Trump attends the Pennsylvania Energy and Innovation Summit on the campus of Carnegie Mellon University in Pittsburgh, Pennsylvania on July 15, 2025. (Photo by ANDREW CABALLERO-REYNOLDS / AFP) (Photo by ANDREW CABALLERO-REYNOLDS/AFP via Getty Images)AFP via Getty ImagesSince the Trump administration has come into power its energy and climate policies have included withdrawing from the Paris Agreement, dismantling federal climate regulations for vehicles and power plants, and sc ...
Green stocks are beating big indices, even gold
The Economic Times· 2025-10-09 00:19
The S&P Global Investors have turned more positive on AgenciesLower US interest rates are also buoying green sectors that have traditionally been capital intensive and debt-reliant.The rebound has helped money managers lure capital for green funds. On Tuesday, Brookfield Asset Management said it had raised $20 billion for the world's biggest private fund dedicated to the clean-energy transition. That coincided with an announcement from Resolution Investors LLP that it had launched a global equity climate ...
Green stocks are quietly beating the world’s biggest trades
BusinessLine· 2025-10-08 08:35
A global benchmark of clean energy stocks is outperforming major equity indexes and even gold, as investors respond to soaring demand for renewables needed to power the boom in artificial intelligence.The S&P Global Clean Energy Transition Index has surged close to 50 per cent since US President Donald Trump’s April tariff announcements caused havoc across markets. That compares with the roughly 35 per cent gain delivered by both the S&P 500 Index and gold over the same period.Investors have turned more pos ...
GE Vernova Inc. (GEV) to Cut 600 Jobs Across Europe Amid Restructuring
Yahoo Finance· 2025-09-12 11:00
Group 1 - GE Vernova Inc. plans to cut 600 jobs across Europe as part of a restructuring effort, with 120 positions eliminated in France, including 42 at the Belfort site [1][2] - The restructuring aims to streamline operations, although specific details regarding affected countries and timelines for layoffs remain undisclosed [2] - GE Vernova specializes in high-efficiency wind turbines for onshore and offshore applications, as well as solar energy technologies, battery energy storage, and power plant control systems [3]
Vestas Wind Systems AS ADR (VWDRY) Wind Turbines Orders on the Rise
Yahoo Finance· 2025-09-12 11:00
Group 1 - Vestas Wind Systems AS ADR is recognized as a leading stock in the wind power and solar sector, with analysts recommending it as a strong buy [1] - The company recently secured a 94MW order in Germany and a 74MW order from Prezeller Wind GmbH & Co., indicating a robust demand for its wind turbine solutions [1][2] - Vestas has a growing backlog, having secured 376MW of onshore wind orders by the end of the first quarter, reflecting its expanding market presence [3] Group 2 - The recent orders will enable the powering of approximately 85,000 households and contribute to a reduction of over 200,000 tons of CO₂ emissions annually, showcasing the environmental benefits of Vestas' technology [4] - Vestas specializes in sustainable energy solutions, focusing on the design, manufacturing, installation, and servicing of wind turbines for both onshore and offshore projects globally [5]
X @Bloomberg
Bloomberg· 2025-09-11 08:20
Octopus Energy, the UK’s biggest supplier of power and gas, struck a deal that may bring Chinese wind turbines to Britain for the first time https://t.co/B9oiPhNeKX ...
X @Bloomberg
Bloomberg· 2025-08-25 10:14
Adani Group’s wind turbine manufacturing division has won orders for 304 megawatts of capacity from India this month, and is aiming to supply clean-energy generating machines to power producers globally https://t.co/4NuiqShSM6 ...
X @Bloomberg
Bloomberg· 2025-08-21 16:40
The Trump administration has launched an investigation into imported wind turbines and parts, a potential precursor to adding more tariffs on the clean-energy components https://t.co/N2SiMY9AAg ...
中国可持续发展 -反内卷与脱碳China Sustainability-Anti-Involution and Decarbonisation
2025-08-05 03:20
Summary of Key Points from the Conference Call Industry and Company Involved - **Industry**: Sustainability and Decarbonisation in China - **Company**: Morgan Stanley Asia Limited Core Insights and Arguments 1. **Anti-Involution Campaign**: China's "anti-involution" campaign is a significant focus for investors, aiming to address price wars and overcapacity in key sectors crucial to decarbonisation goals [2][7][9] 2. **Decarbonisation Impact**: The anti-involution drive is expected to influence decarbonisation progress both within China and globally, particularly in "hard-to-abate" sectors such as cement, steel, and aluminium [2][10] 3. **Investor Interest**: There is a renewed investor interest in sustainability fund flows and energy transition themes in China, with an uptick in inflows into sustainability funds observed in Q1 2025 [3][9] 4. **Policy Signals**: Recent policy signals from China indicate a focus on tackling overcapacity, with discussions on various sectors including solar, materials, and new energy vehicles (NEVs) [8][10] 5. **Global Decarbonisation**: China's clean energy exports, including solar panels and electric vehicles, are projected to significantly reduce global CO2 emissions, with an estimated reduction of 220 million tonnes in 2024 alone [12] 6. **Competition Dynamics**: The current intense competition in China's cleantech sectors has kept decarbonisation costs low for other countries; however, a reduction in competition could lead to increased costs for these technologies abroad [13] Other Important but Potentially Overlooked Content 1. **Capacity Reduction Focus**: The focus on reducing old and dirty capacity in hard-to-abate sectors is a recurring theme, with the government actively checking for overproduction in coal and other sectors [10][12] 2. **Trade Reliance**: Many countries still rely on Chinese products for their decarbonisation efforts, which could face headwinds from trade tensions [12] 3. **Renewable Energy Standards**: New solar capacity built between 2022-2024 has already adopted new emission reduction standards, indicating progress in the sector [11] 4. **Long-term Investment Story**: China's decarbonisation remains a long-term secular investment story, with consistent emphasis on its relevance since 2020 [9] This summary encapsulates the critical insights from the conference call, highlighting the implications of China's anti-involution campaign on sustainability and decarbonisation efforts.
Buy These Renewable Energy & Battery Energy Stocks to Boost Your Portfolio
ZACKS· 2025-08-01 16:11
Core Insights - The global energy transition is accelerating with a significant shift towards renewable energy sources like solar and wind, leading to increased demand for energy storage solutions [2][3] - The International Energy Agency (IEA) reports that renewables contributed to nearly three-quarters of the global power generation increase last year, highlighting the interdependence between renewable energy and energy storage [3][4] - Projections indicate that global renewable energy capacity will grow by over 5,500 gigawatts (GW) from 2024 to 2030, with energy storage expected to increase sixfold during the same period [4] Industry Overview - The demand for electricity remains resilient even during economic downturns, driven by industrial growth, electric vehicle (EV) adoption, and data center expansion, which further stimulates investments in renewables and storage [5] - Strong policy support, fiscal incentives, and declining installation costs for solar and wind technologies are enhancing the competitiveness of clean energy firms [6] Company Highlights - Brookfield Renewable Partners (BEP) operates one of the largest publicly traded platforms for renewable power, with nearly 46,000 megawatts (MW) of generating capacity and a diverse portfolio across five continents [7] - In 2024, BEP developed approximately 7,000 MW of new clean energy capacity and secured contracts for an additional 19,000 gigawatt-hours (GWh) of generation [8] - Vestas Wind Systems, the largest wind turbine manufacturer, has around 56,700 turbines in service, equating to 157 GW, and is expected to avoid 490 million tons of CO2 over their lifetime, reflecting a 25% improvement year-over-year [11] - Nextracker, a leader in solar tracker technologies, has shipped over 130 GW of systems globally and has a manufacturing capacity of approximately 1,500 MW per week [13][14] Financial Projections - The Zacks Consensus Estimate for BEP indicates year-over-year sales growth of 14.1% in 2025 and 8.8% in 2026 [10] - Vestas is projected to see a 20.5% and 10.9% increase in sales for 2025 and 2026, respectively, with a long-term earnings growth rate of 33.4% [12] - Nextracker anticipates sales growth of 11.9% and 9.1% for fiscal 2026 and 2027, with a long-term earnings growth rate of 12.4% [15]