CALGARY, Alberta, Sept. 18, 2025 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC) is pleased to announce that it will hold an Investor Day in Toronto on Tuesday, November 18, 2025. The formal presentation will commence at 9:00 a.m. (ET) (7:00 a.m. MT) and is expected to conclude by approximately 11:30 a.m. (ET) (9:30 a.m. MT). The event will feature presentations from John Kousinioris, President and Chief Executive Officer, and Joel Hunter, Executive Vice President ...

GE Vernova (GEV) stock has soared nearly 90% year-to-date. Moreover, it has gained about 163% in a year. The rally in GEV stock is driven by the solid demand for its products and services, led by tailwinds stemming from electrification and decarbonization. GEV provides equipment, technologies, and services needed for generating, transferring, and storing electricity. As the demand for energy rises, GEV stands to benefit from rising investments in infrastructure projects, particularly those focused on elec ...

Key Takeaways NRG Energy is acquiring LS Power's 18 natural gas plants, doubling its generation capacity.The company signed 295 MW retail agreements to power Texas data centers by 2026-2030.NRG shares gained 67.5% in six months, outpacing the industry's 5.4% growth.NRG Energy, Inc. (NRG) continues to benefit from a diverse customer base and the ability to retain customers, which enhances its financial performance. The company is set to benefit from its LS Power deal.However, this Zacks Rank #3 (Hold) compan ...

V i e w p o i n t | 15 Sep 2025 01:38:43 ET │ 46 pages US Natural Resources & ClimateTech Powering America – How Will the Generation Stack Evolve? CITI'S TAKE We developed a long-term 2.8% US electricity demand growth forecast (2025-2040) and detailed regional forecasts leveraging proprietary Citi Research insights, regional grid forecasts, expert meetings, company disclosures, macro indicators, and disaggregated sector trends. To meet this demand, the US generation stack is poised to expand with meaningful ...

Zimbabwe has entered a 15-year concession agreement with Jindal Africa, the subsidiary of India’s Jindal Steel, for a value of $455m to rehabilitate the 920MW coal-fired Hwange thermal power plant. The refurbishment project, announced by the country’s energy minister July Moyo, will focus on revitalising six ageing units over four years, reported Reuters. Under the agreement, Jindal will finance, rehabilitate, and operate the thermal units for 15 years before transferring them back to Zimbabwe Power Comp ...

核心观点 - 人工智能数据中心电力需求激增推动能源行业结构性转变 为GE Vernova带来重大增长机遇[1][2][3] - 公司电力业务订单增长44% 积压订单达1287亿美元 电网业务收入增长20% 数据中心相关订单上半年达5亿美元[6][7][9][10] - 管理层上调2025年业绩指引 调整后EBITDA利润率从8%升至9% 自由现金流预测提高10亿美元至30-35亿美元[12][13] 业务表现 - 电力业务第二季度订单实现44%有机增长 包括20台重型燃气轮机和27台航空衍生机组[6] - 天然气设备积压订单和槽位预留协议达55吉瓦 提供多年生产可见性[7] - 电网业务第二季度收入实现20%有机增长 设备积压订单约240亿美元 较上年增加60亿美元[9][11] 市场需求 - 人工智能数据中心需要前所未有的电力规模 导致全球能源需求发生结构性转变[2][3] - 需要双管齐下的解决方案：增加可靠发电能力和现代化电网传输能力[3][4] - 高压变压器 开关设备和先进电网解决方案等硬件需求激增[11] 技术发展 - BWRX-300小型模块化核反应堆进展使公司成为下一代大型AI园区无碳基载电力关键供应商[8] - 航空衍生机组订单与管理层明确提及的人工智能繁荣直接相关[6] 财务表现 - 公司总积压订单达1287亿美元 提供未来合同收入保障[7] - 上调2025年全年指引 调整后EBITDA利润率预测从8%提高至9%[13] - 自由现金流预测增加10亿美元 新目标范围为30-35亿美元[13] 资本分配 - 财务实力支持60亿美元股票回购计划[13] - 电力和电网业务的巨大实力和盈利能力明显超过风电业务转型挑战[13] 市场认可 - Melius研究机构给予买入评级 目标价740美元[1] - 市场开始充分认识公司作为人工智能革命核心使能技术提供商的地位[14]

HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE: NRG) today increases its 2025 guidance as follows: Adjusted Net Income guidance increased to $1,470 - $1,590 million from $1,330 - $1,530 million, representing a midpoint increase of $100 million Adjusted EPS guidance increased to $7.55 - $8.15 from $6.75 - $7.75, representing a midpoint increase of $0.60 Adjusted EBITDA guidance increased to $3,875 - $4,025 million from $3,725 - $3,975 million, representing a midpoint increase of $100 million F. ...

Talen Energy Corporation (NASDAQ:TLN) is one of the AI Stocks Analysts Say You Should Watch Closely. On September 11, Barclays analyst Nicholas Campanella raised the firm’s price target on the stock to $440 from $418 and kept an “Overweight” rating on the shares following the analyst day. In an investor note, the analyst told investors how the company’s guidance through 2028 is “clearly conservative.” Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructu ...

Kuwait is grappling with relentless heat, aging infrastructure and unplanned power outages, prompting major investments in grid reliability. Today, renewables account for less than 1% of Kuwait’s electricity generation, but the country aims to grow that to 15% by 2030, with natural gas serving as a crucial transitional fuel. However, Rystad Energy analysis shows this lofty target could be out of reach. Our current projections estimate renewable capacity will only reach 3.3 gigawatts (GW) by 2030, just 7% o ...

We came across a bullish thesis on Talen Energy Corporation on X.com by qualitybargain. In this article, we will summarize the bulls’ thesis on TLN. Talen Energy Corporation 's share was trading at $389.43 as of September 9th. TLN’s trailing and forward P/E were 100.37 and 19.08 respectively according to Yahoo Finance. Oklo (OKLO) Jumps 10% as NASA Planning Nuclear Reactor on Moon Talen, Inc. ($TLN) has seen a series of recent catalysts that have significantly strengthened its investment case. The upcomi ...