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Is Generac Holdings Stock Outperforming the Dow?
Yahoo Finance· 2025-09-25 11:39
With a market cap of $9.8 billion, Generac Holdings Inc. (GNRC) is a leading global provider of backup power generation, energy storage, and smart energy management solutions. Founded in 1959 and public since 2010, the company serves residential, commercial, industrial, and infrastructure markets through its domestic and international segments. Companies worth $2 billion to $10 billion are typically referred to as "mid-cap stocks." GNRC fits right into that category. While best known for home standby and ...
Why it's time to sell Bloom Energy's stock after its AI-fueled rally
MarketWatch· 2025-09-24 20:59
Jefferies analyst downgrades Bloom Energy's stock to underperform, saying the rally since the company's power-generation deal with Oracle in July was a sign of 'over-exuberance' by investors. ...
NRG Energy, Inc. Announces Pricing of Senior Secured Notes and Senior Unsecured Notes
Businesswire· 2025-09-24 20:59
HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE:NRG) has priced its concurrent offerings of (1) senior secured first lien notes (the "Secured Notes Offering†), consisting of (i) $625 million aggregate principal amount of 4.734% senior secured first lien notes due 2030 (the "2030 Notes†) and (ii) $625 million aggregate principal amount of 5.407% senior secured first lien notes due 2035 (the "2035 Notes†and, together with the 2030 Notes, the "Secured Notes†) and (2) senior unsecured notes (the. ...
Bloom Energy CEO K.R. Sridhar: AI spend and infrastructure buildout will last for a long time
Youtube· 2025-09-24 18:07
For more on the AI power buildout, we're joined by Bloom Energy CEO KR Shredar. Uh KR, it's great to have you on. Um you know, it's understandable that investors are impatient to try and gain leverage to this massive trend and everybody keeps having higher estimates of the power needs.The street is pushing back and saying, "Look, it can only happen so quickly in terms of the the build out the pipeline of where you can actually deploy." So, how do you uh characterize where you are in that process. So two or ...
AI-powered model gives energy traders hourly forecasts
Digital Insurance· 2025-09-23 17:28
公司业务与技术 - Amperon Holdings Inc利用人工智能和机器学习技术 提供未来7个月的美国电力需求每小时预测 该预测基于欧洲中期天气预报中心的全球天气模型每日更新 [1][2] - 公司模型整合天气预测与机器学习生成每小时需求曲线 并考虑太阳能和风能条件以及用户应对电网压力的行为变化 [5] - 通过机器学习提升欧洲中期天气预报中心模型粒度 在7个月周期内提供每小时温度预测 满足客户对高频数据的需求 [7] 行业需求与挑战 - 极端天气事件增加与热泵/屋顶太阳能/电池/电动汽车普及导致电力需求预测难度提升 人工智能发展将推动用电量激增 [3] - 数据中心电力需求预计到2035年增长超过一倍 占全美用电比例从3.5%升至8.6% [3] - 公用事业公司和电力零售商迫切需要更精准的天气与消费行为预测以对冲价格波动 投机交易商寻求通过先进预测获取财务优势 [4] 客户与验证 - 客户群体包括PG&E Corp、Orsted AS、AES Corp和Eversource Energy等电力公司 涵盖市政机构/公用事业/能源交易商等多类型主体 [4] - 回溯测试显示模型成功提前32天预测PJM电网6月需求峰值 提前38天预测2024年1月寒潮对德州影响 并准确预测今夏德州电力交易平淡趋势 [8] - 对冲基金等投机交易商寻求通过超前市场数秒的预测优势进行电力市场头寸布局 [9] 技术基础与支持 - 预测模型依托欧洲中期天气预报中心开发的现有模型 该模型每6小时提供一次长达7个月的天气预报 但预测准确率随时间延长而下降 [6] - 公司获得Energize Capital、HSBC Holdings Plc、National Grid Plc和Tokyo Gas等投资者支持 [4]
Constellation Energy's Crane nuclear plant restart ahead of schedule
Reuters· 2025-09-23 14:52
Major U.S. power company Constellation Energy said its project to restart the Three Mile Island Unit 1 nuclear plant in Pennsylvania, renamed the Crane Clean Energy Center, remains ahead of schedule, with the unit expected back online in 2027. ...
LandBridge Announces Strategic Agreement with NRG to Power Potential Data Center in the Delaware Basin, Texas
Businesswire· 2025-09-23 11:45
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge†) announced that it has entered into a strategic agreement with NRG Energy, Inc. ("NRG†) with respect to a potential data center site in Reeves County, Texas, in the Delaware Basin. The site could potentially house a 1,100 MW, grid-connected natural gas power generation facility, which NRG could construct if an appropriate power purchase agreement for a data center is secured. Initial air permit applications and electric i. ...
3 Must-Buy Non-Tech Stocks for the Long Term Amid AI Data Center Boom
ZACKS· 2025-09-22 13:10
Key Takeaways MTZ, FIX, TLN are poised to gain from AI-driven data center growth. FIX benefits from rising demand for precision HVAC systems in advanced data centers.TLN expands nuclear deal with Amazon to supply AWS centers with 1,920 MW of clean power.The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to unfold fully. The demand for data center capacity surged to manage and store the vast amount of cloud computing-based data. The AI infrastr ...
Strengthening Ontario’s grid: Capital Power commissions two Battery Energy Storage Projects
Globenewswire· 2025-09-22 13:00
EDMONTON, Alberta, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Capital Power Corporation (TSX: CPX) (“Capital Power”) is pleased to announce that its 120-MW York Battery Energy Storage System (“BESS”) and 50-MW Goreway BESS projects (“the projects”) have successfully achieved commercial operations. A leader of Ontario’s BESS development, Capital Power delivered both projects on time, under budget and with an excellent safety record. Combined, both projects will add roughly $35 million in contracted annual EBITDA for ...
Wärtsilä secures five-year power plant deal for Boto Gold Mine
Yahoo Finance· 2025-09-22 10:51
Wärtsilä has entered into a five-year operation and maintenance (O&M) agreement with Boto, a subsidiary of the Moroccan mining group Managem. This agreement involves managing a 23MW captive power plant at the Boto Gold Project located in eastern Senegal. The Boto Gold Project, located 88km from Kédougou near the Mali and Guinea borders, will run on six Wärtsilä 32 engines of 2.7MW each and four high-speed diesel generators of 1.5MW each. This facility will supply reliable power for gold-mining activitie ...