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The Battery Boom Is Reshaping Power Markets
Yahoo Finance· 2025-12-20 16:00
The uptake of utility-scale battery storage has grown significantly in recent years as more countries switch to renewables. Battery storage ensures that grids powered by less reliable energy sources, such as wind and solar power, can continue to deliver a stable supply of clean energy through the day and night. The battery storage boom of recent years has been driven largely by the falling costs of lithium-ion batteries, which have made it possible for utilities worldwide to invest in more batteries. The ...
NextEra Energy (NEE) – Among the Best Utility Stocks to Invest in According to Hedge Funds
Yahoo Finance· 2025-12-20 11:40
NextEra Energy, Inc. (NYSE:NEE) is included among the 11 Best Utility Stocks to Invest in According to Hedge Funds. NextEra Energy (NEE) - Among the Best Utility Stocks to Invest in According to Hedge Funds With a market cap of over $168 billion as of the writing of this article, NextEra Energy, Inc. (NYSE:NEE) is the most valuable utility company in the world. The company boasts a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage. On December 17, UBS a ...
CSIQ to Supply 408MWh Battery Energy Storage System in South Australia
ZACKS· 2025-12-19 16:55
Key Takeaways CSIQ will supply a 204 MW/408 MWh battery energy storage system for Vena Energy's Tailem Bend 3 project.Once operational in 2027, the BESS will enhance grid stability and support renewable energy integration.The project includes a five-year service agreement covering operation and maintenance of the BESS.Canadian Solar Inc. (CSIQ) recently stated that its e-STORAGE unit will supply a 408 megawatt-hour (MWh) Alternating Current Battery Energy Storage System (“BESS”) to Vena Energy for the Taile ...
Duke Energy vs. Exelon: Which Power Utility Stock Offers More Upside?
ZACKS· 2025-12-19 13:41
Key Takeaways EXC focuses on regulated transmission and distribution, with decoupled revenues supporting stable earnings.DUK is expanding renewables and investing heavily to retire coal and support long-term clean energy goals.Both utilities are boosting capital spending to strengthen grids and support renewable energy growth.Utility service providers benefit from several positive factors, including increased electricity tariffs, accretive acquisitions, cost reductions, and the deployment of energy-efficien ...
BP's CEO shake-up signals the end of its green energy era
Fastcompany· 2025-12-19 13:31
British oil giant BP just announced a new CEO, marking its fourth chief executive shake-up in the last six years alone. The company named Meg O'Neill, who previously led Australia's top oil and gas company Woodside Energy, to the role. O'Neill will become the first woman to hold the top executive spot at one of the world's biggest oil companies. She said that she looks forward to working to "accelerate performance†at BP and plans to prioritize shareholder growth and reestablish BP—now a possible takeover ta ...
Global Diversification: Why Indian investors are looking beyond home markets to the US
The Economic Times· 2025-12-19 07:42
The In terms of returns, Why Global Diversification Matters More Than EverMarket cycles do not move in tandem across geographies. While Indian markets remain a compelling long-term growth story, global exposure—especially to the US—can help investors balance risk, reduce portfolio volatility, and access sectors that are either underrepresented or unavailable domestically.Investment flows into overseas equities rebounded sharply, rising from USD 152 million in August to USD 279 million in September. (Refere ...
Lot of opportunity across energy space, says Cohen & Steers' Rosenlicht
Youtube· 2025-12-18 20:29
特朗普媒体与核聚变公司合并交易 - 特朗普媒体正与位于加州奥兰治县的核聚变公司TAE Technologies合并 [1] - 合并后的公司将由核聚变团队与特朗普媒体团队共同运营 核聚变团队代表为Michael Binderbower 媒体团队由前政客Devin Nunes领导 [1] - 市场对该交易反应积极 特朗普媒体股价因此飙升 有望创下近两年最佳单日表现 [1] 核能行业前景与投资阶段 - 核能被视为未来10年电力供应的重要依赖资源 尤其考虑到PJM市场的问题及对明年电力短缺的担忧 [4] - 核能复兴将是一个长期的四阶段过程 [4] - 第一阶段是维持全球现有核电机组运行 不关闭现有产能 [5] - 第二阶段是重启近期关闭的核电站 例如三哩岛核电站 此类机会引起市场高度关注 [5] - 第三阶段是在现有设施场址增加产能 即新的棕地机会 [6] - 第四阶段是着眼于2030年至2035年增加电力产能的机会 [6] - 核能属于长线技术投资 其成功关键在于被证明可行 且最重要的是具备成本效益和成本竞争力 才能成为未来电力市场所需的可行资源 [7] 英国石油公司管理层变动与战略调整 - 英国能源公司BP任命Mega O'Neal为新任首席执行官 这是BP六年内的第四位CEO 也将是公司首位女性CEO [7] - BP在战略上曾出现一些失误 特别是在能源转型方面 曾全力转向可再生能源 但现在正在进行大幅度的战略回调 [8] - 管理层认为 引入新CEO以纠正战略失误可能是正确的策略 关键在于组建能够创造价值的最佳管理团队 [9] - 能源需求持续增长 未来对所有形式的能源都有巨大需求 只要战略正确 能源领域存在大量机会 [10]
How BP’s disastrous embrace of net zero cost it yet another boss
Yahoo Finance· 2025-12-18 18:17
Manifold said O’Neill’s “record of driving transformation, growth and disciplined capital allocation” made her the right woman for the job.Elliot Management is also understood to be pleased with Manifold’s decision to act. A person familiar with the hedge fund’s thinking said it welcomed the appointment of an outsider.He added: “When we met him [Albert Manifold] recently, it was very clear he would act to drive change through the business and, in particular, get BP back focused on what it does best, which i ...
The Anti-Nvidia Trade Has 3 Irrational Flaws (NASDAQ:NVDA)
Seeking Alpha· 2025-12-18 15:11
Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...
The Coal Peak Is Now, IEA Study Shows - Peabody Energy (NYSE:BTU), Range Global Coal Index ETF (ARCA:COAL)
Benzinga· 2025-12-18 11:35
Global coal demand is expected to set a new record in 2025, followed by a decline through 2030, according to the latest International Energy Agency (IEA) study.With renewable capacity surging, nuclear expanding steadily, and a massive wave of liquefied natural gas coming to market, coal-fired power generation is forecast to decline from 2026 onward, the IEA noted.In the 2025 Coal Report, analysts project consumption to rise by 0.5% this year to approximately 8.85 billion tons. This number would extend the c ...