Exus Renewables North America (Exus), a leading independent owner, developer and operator of utility-scale renewable energy projects, announced the closing of a $400-million senior secured corporate credit facility. The facility will fund the development and expansion of the company's growing wind, solar and battery portfolio, which includes more than 700 MW of renewable energy assets in operations or under construction, and 4.5 GW in active development, as electricity demand surges from data centers, manu ...

BROOKFIELD, News, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable (NYSE: BEP, BEPC; TSX: BEP.UN, BEPC) (“Brookfield Renewable”) will hold its Fourth Quarter 2025 Conference Call and Webcast on Friday, January 30, 2026 at 9:00 a.m. ET to discuss results and business initiatives. Results will be released on Friday, January 30, 2026 at approximately 7:00 a.m. ET and will be available on our website at https://bep.brookfield.com under “Press Releases”. Participants can join by conference call or webcast: ...

Core Viewpoint - Z4 Energy Research is recognized for its expertise in the energy sector, ranking in the top 2% of financial bloggers and top 5% of overall experts as of January 2021 [1] Group 1: Company Overview - Z4 Energy Research has been operational since 2006, providing insights on oil, natural gas, wind, solar, fuel cells, and other renewable energy sources [1] - The company posts weekly slide shows on oil and natural gas inventory reports and daily analyses on individual companies and energy segments [1] Group 2: Services Offered - Z4 Energy Research offers a platform for in-depth discussions and answers to energy-related questions, available essentially 24/7 [1] - The site features a searchable database of content dating back to 2006, organized by ticker and topic, allowing users to access historical trading information [1] Group 3: Engagement and Communication - The company shares its trading history and insights on buying and selling activities through its site and email communications, although it does not provide direct investment advice [1] - Free content is also made available on platforms like Seeking Alpha, which is derived from previously developed analyses on their own site [1]

Core Insights - Voltalia has commenced construction of the Artemisya hybrid cluster in Uzbekistan, which includes 100 megawatts of storage and 100 megawatts of wind capacity, marking a significant advancement in the country's energy storage infrastructure [1][3]. Group 1: Project Details - The Artemisya project consists of a 25-year electricity sales contract for solar and wind generation, alongside a 15-year contract for storage, which includes 126 megawatts of solar, 300 megawatts of wind, and 100 megawatts / 200 megawatt-hours of batteries [2]. - The first phase of Artemisya, which includes 100 megawatts / 200 megawatt-hours of storage and the initial 100-megawatt wind tranche, is set to be completed by 2027 following investment agreements signed on December 5, 2025 [3]. Group 2: Strategic Importance - The Artemisya hybrid cluster, located in the Bukhara region, aims to enhance the flexibility and reliability of Uzbekistan's power system, contributing to the national goal of achieving eight gigawatts of renewable capacity by 2026 and twelve gigawatts by 2030, while also significantly reducing CO₂ emissions [4]. Group 3: Company Commitment - Voltalia's CEO, Robert Klein, emphasized the company's commitment to supporting Uzbekistan's energy transition, highlighting the importance of hybrid solutions, including storage, in ensuring grid stability and optimizing renewable energy integration [5]. Group 4: Company Overview - Voltalia operates with a total capacity of 3.3 gigawatts in operation and under construction, alongside a project portfolio of 17.4 gigawatts under development, positioning itself as a key player in the renewable energy sector [6]. - The company employs over 2,000 staff across 20 countries, enabling it to provide comprehensive services to its clients globally [8].

Industry Overview - Companies in the Zacks Utility – Electric Power industry present an attractive investment case due to stable cash flows and predictable earnings supported by regulated business models [1] - Long-term power purchase agreements help shield many U.S. utilities from economic volatility, while growing electricity demand from AI-driven data centers, electric vehicle adoption, and reshoring manufacturing creates new growth opportunities [1] Company Analysis: Dominion Energy - Dominion Energy offers a strong long-term investment case due to its regulated model, stable cash flows, and reliable dividends, positioning it well for income-focused investors [3] - The company is investing $50 billion in capital expenditures from 2025 to 2029 to strengthen its operations, which is significantly higher than Vistra's $2.2 billion annual investment plan [12] - Dominion's earnings per share (EPS) estimates for 2025 and 2026 increased year over year by 22.74% and 5.93%, respectively, with long-term earnings growth pegged at 10.26% [8] - Dominion has a dividend yield of 4.51% and a lower debt-to-capital ratio of 57.71%, making it financially healthier compared to Vistra [9][15] Company Analysis: Vistra Corp. - Vistra Corp. is attractive due to a balanced mix of natural gas, nuclear, solar, and battery storage assets, providing strong cash flow visibility and disciplined capital allocation [4] - The Zacks Consensus Estimate for Vistra's EPS in 2025 decreased by 26.29% but is projected to increase by 62.33% in 2026, with long-term earnings growth pegged at 11.67% [5][8] - Vistra's current dividend yield is 0.56%, significantly lower than Dominion's, and it has a higher debt-to-capital ratio of 75.11% [11][15] Valuation and Performance - Dominion is currently trading at a forward P/E of 16.39X, which is cheaper compared to Vistra's 19.42X and the industry's average of 14.65X [16][18] - Over the past six months, Dominion's shares have gained 4.8%, while Vistra's shares have declined by 11.9%, with the sector returning 7.6% [19] Conclusion - Overall, Dominion is in a better position compared to Vistra due to stable earnings growth, better dividend yield, elaborate capital expenditure plan, lower debt usage, and cheaper valuation [24] - Dominion currently holds a Zacks Rank 2 (Buy), while Vistra carries a Zacks Rank 3 (Hold), indicating a stronger investment case for Dominion [25]

Core Insights - CMS Energy Corporation (CMS) is enhancing operations through strategic investments while expanding its renewable energy portfolio [1] - The company is exposed to risks such as a weak solvency position and costs related to coal ash disposal [1] Group 1: Growth Drivers - CMS Energy benefits from stable, regulated utility operations in Michigan, with over 95% of earnings generated from regulated electric and gas utilities, providing a low-risk revenue base [2][8] - The company has a strong capital investment plan focused on infrastructure modernization and clean energy transition, with planned capital expenditures of $20 billion from 2025 to 2029 [3][8] - CMS Energy aims to significantly expand its renewable generation portfolio by adding 9 gigawatts (GW) of solar and 4 GW of wind capacity, along with over 850 megawatts (MW) of battery storage by 2030 [4][8] Group 2: Financial Position - As of September 30, 2025, CMS Energy had $362 million in cash and equivalents, $16.77 billion in long-term debt, and $1.16 billion in current debt, indicating a weak solvency position due to higher debt than cash reserves [6] Group 3: Regulatory and Environmental Concerns - Rising stringency in carbon-emission regulations for electricity generation poses a concern, with coal still representing nearly 20% of the company's total generation as of December 31, 2024 [5] - CMS Energy is expected to spend $240 million between 2025 and 2029 to comply with regulations related to coal-ash solid waste disposal facilities [5] Group 4: Stock Performance - In the past year, CMS shares have risen 4.5%, compared to the industry's growth of 20.2% [7]

Core Insights - Constellation Energy Corporation (CEG) is a major player in the energy sector, with a market capitalization of $113.8 billion, focusing on nuclear, hydro, wind, and solar energy solutions [1][2] Company Performance - CEG's stock has experienced a decline of 11.7% from its 52-week high of $412.70, reached on October 15, but has gained 14% over the past three months, outperforming the Utilities Select Sector SPDR Fund (XLU), which gained 7.1% in the same period [3] - Year-to-date, CEG shares have risen by 62.9% and 43.8% over the past 52 weeks, significantly outperforming XLU's YTD gains of 19.7% and 9.3% over the last year [4] - The company reported Q3 results with an adjusted EPS increase of 10.9% year-over-year to $3.04 and revenue of $6.6 billion, showing a slight increase from the previous year [6] Strategic Positioning - CEG operates the largest nuclear fleet in the U.S. with a capacity of 22 gigawatts, positioning it well to meet increasing energy demands driven by AI, with expected returns of about 58% in 2025 [5] - The company has secured a significant 20-year agreement with Microsoft Corporation (MSFT), which has positively impacted its stock, leading to a share increase of over 22% [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" consensus rating for CEG, with a mean price target of $401.88, indicating a potential upside of 10.3% from current price levels [7]

Core Insights - Voltalia has successfully delivered the first megawatt-hours from its 126-megawatt solar power plant in Sarimay, Uzbekistan, marking a significant milestone towards full commissioning of the site [1][5] - The Sarimay project, awarded through a public tender, is backed by a 25-year power purchase agreement and will generate approximately 252 gigawatt-hours annually, enough to power 60,000 residents and avoid over 140,000 tons of CO₂ emissions each year [1][2] Project Details - The Sarimay solar plant spans 180 hectares and includes more than 180,000 bifacial solar panels, over 350 inverters, and a three-kilometer transmission line [1] - The project was financed by the European Bank for Reconstruction and Development (EBRD) with support from the European Fund for Sustainable Development Plus, with Voltalia overseeing all aspects from development to operations [2] Environmental and Social Impact - The Sarimay project includes initiatives to restore local ecosystems, such as planting 2.65 million Haloxylon persicum shrubs, and supports local communities through educational programs [3] - At the peak of construction, approximately 776 workers were mobilized, with 85% being local, ensuring compliance with Health, Safety, and Environment (HSE) standards [3] Future Developments - Following the success of Sarimay, Voltalia is developing a second project in Uzbekistan, the Artemisya hybrid complex, which will include 100 megawatts of wind power and 200 megawatt-hours of storage, with construction set to begin in 2026 [4] - The Artemisya project is expected to generate around 383 gigawatt-hours annually, further enhancing Uzbekistan's renewable energy capacity [4] Company Overview - Voltalia operates in the renewable energy sector, producing and selling electricity from various sources, including wind, solar, hydro, biomass, and storage, with a total capacity of 3.3 GW in operation and under construction [6] - The company has a project portfolio totaling 17.4 GW and provides comprehensive services to support renewable energy projects from design to maintenance [6][7] - Voltalia employs over 2,000 people across 20 countries and is listed on the Euronext regulated market in Paris [8][9]

Core Insights - Enlight Renewable Energy reported strong financial results for Q3 2025, with significant year-over-year growth in revenues, net income, and adjusted EBITDA, reflecting the company's robust performance and strategic positioning in the renewable energy market [4][6][8]. Financial Performance - For Q3 2025, total revenues and income reached $165 million, a 46% increase from $113 million in Q3 2024 [4][28]. - Net income for Q3 2025 was $32 million, up 33% from $24 million in the same period last year [4][32]. - Adjusted EBITDA for Q3 2025 grew by 23% to $112 million, compared to $91 million in Q3 2024 [4][33]. - Cash flow from operating activities was $71 million, a 7% increase from $66 million in Q3 2024 [4][6]. Year-to-Date Performance - For the nine months ending September 30, 2025, total revenues and income were $430 million, up 46% from $295 million in the same period of 2024 [4][6]. - Net income for the nine months was $140 million, a substantial increase of 140% from $58 million in the previous year [4][6]. - Adjusted EBITDA for the nine months was $339 million, reflecting a 52% increase from $224 million in the same period last year [4][6]. Guidance and Future Outlook - The company raised its full-year 2025 revenue guidance to a range of $555 million to $565 million, up from the previous range of $520 million to $535 million, indicating a 6% increase at the midpoint [7][30]. - Adjusted EBITDA guidance for 2025 was also increased to a range of $405 million to $415 million, up 4.5% at the midpoint from the previous range of $385 million to $400 million [7][30]. Portfolio and Project Development - Enlight's total portfolio now includes 20.4 GW of generation capacity and 58.1 GWh of energy storage, a 23% increase from the end of 2024 [9][10]. - The mature portfolio consists of 6.2 GW of generation capacity and 11.8 GWh of storage, reflecting a 12% increase from the previous year [9][10]. - The company achieved safe harbor status for its entire U.S. mature portfolio and additional projects, with expectations for further projects to achieve this status by July 2026 [10][11]. Segment Performance - In Q3 2025, revenue contributions by region included $78 million from MENA (up 40%), $45 million from Europe (down 2%), and $42 million from the U.S. (up 379%) [26][28]. - The U.S. segment showed significant growth, with revenues increasing from $9 million in Q3 2024 to $42 million in Q3 2025 [26][28]. Financing and Capital Structure - The company secured approximately $1.4 billion in loans for the Snowflake A project, the largest in its history, expected to generate significant revenues upon completion [21][29]. - Cash and cash equivalents at the end of the quarter were $387 million, with total credit facilities amounting to $525 million [29][49].

Core Insights - The AES Corporation is focusing on expanding its renewable energy generation through solar, wind, and battery storage while also increasing its presence in the liquefied natural gas (LNG) market [1] Group 1: Renewable Energy Expansion - AES aims to secure at least 4 gigawatts (GW) of power purchase agreements (PPAs) by 2025, having already signed or been awarded 2.2 GW year to date, including 1.6 GW from data center clients [2] - The company is on track to achieve its goal of 14-17 GW of PPAs for 2023-2025 and plans to bring 3.2 GW of new projects online in 2025, with 2.9 GW of construction completed this year [2] - AES completed the 1,000 MW Bellefield 1 project in June 2025, structured in two phases, each delivering 500 MW of solar and 500 MW of battery storage, totaling 2,000 MW [3] Group 2: LNG Market Development - AES is expanding its footprint in the LNG market through infrastructure development, including the operation of the Dominican Republic's sole LNG import terminal [4] - Key projects in Vietnam, such as the Son My LNG terminal and the 2,250-MW Son My 2 gas facility, are expected to enhance AES's global LNG presence [4] Group 3: Financial Performance Challenges - The decline in wholesale electricity prices due to increased renewable energy adoption and abundant natural gas supplies poses a risk to AES's financial performance [5] - As of September 30, 2025, AES had a long-term debt of $26.46 billion and cash equivalents of $1.76 billion, indicating a significant debt burden [6] Group 4: Stock Performance - Over the past six months, AES shares have increased by 19.7%, outperforming the industry's growth of 9.9% [7]