Fluence Energy

Business

Fluence Energy Lands Major Arizona Storage Deal, Putting High-Flying Valuation to the Test

Fluence Energy has secured a long-term supply agreement to provide its Gridstack Pro energy storage systems for a major solar-plus-storage project in Arizona, developed by BrightNight and Cordelio Power. The deal expands the company's U.S. utility-scale pipeline as its stock, following a meteoric rise, faces heightened scrutiny over its valuation.

Feb 5, 2026

Business

Fluence Energy Earnings Preview: Can the Storage Giant Rebound After a Rocky Quarter?

As Fluence Energy prepares to report Q4 earnings, investors are watching for signs of a revenue rebound and improved guidance. The stock's recent surge adds pressure for a strong performance.

Feb 3, 2026

Business

Fluence Energy: Powering the AI Boom with Grid-Scale Batteries

As global data center expansion strains power grids, Fluence Energy's energy storage solutions are emerging as a critical piece of infrastructure. Despite recent operational headwinds, a massive backlog and structural demand trends paint a bullish picture for the company.

Feb 3, 2026

Business

Dominion Energy: A Wall Street Darling with 84% Institutional Ownership

Dominion Energy's commanding institutional ownership signals deep market confidence but also raises questions about stock volatility and concentrated influence as the utility giant navigates a shifting energy landscape.

Feb 4, 2026

Business

Institutional Investors Drive Kinder Morgan's Rally as Energy Policy Shifts

Kinder Morgan's stock surged 3.9% last week, buoyed by strong institutional ownership and favorable energy sector tailwinds. With institutions holding 67% of shares, their influence underscores both the stock's momentum and potential vulnerability to large-scale moves.

Feb 2, 2026

Business

Devon Energy's HQ Departure Leaves a Void in Oklahoma City's Heart and Economy

The relocation of Devon Energy's headquarters to Houston following its merger strips Oklahoma City of a key corporate citizen, with ripple effects expected across the local economy, philanthropy, and civic influence.

Feb 4, 2026

Business

Ecobee's New API Sharpens Focus on Multifamily Energy Management, Spotlighting Generac's Strategic Position

Ecobee's expansion of its SmartBuildings platform with a new API for multifamily operators intensifies competition in the connected energy space, directly impacting players like Generac Holdings. The move underscores the accelerating integration of HVAC control, energy management, and backup power solutions in large-scale property portfolios.

Feb 5, 2026

Business

Energy Fuels Moves to Acquire Australian Strategic Materials, Accelerating Push for Non-Chinese Rare Earths Supply

In a strategic move to diversify global supply chains for critical minerals, uranium and rare earths producer Energy Fuels has entered into an agreement to acquire Australian Strategic Materials. The deal aims to bolster a Western-centric supply chain for rare earth elements, reducing reliance on Chinese production.

Feb 4, 2026

Business

Devon Energy Merges with Coterra in $58 Billion Deal, Shifting Power Center to Houston

The creation of a new shale giant through the Devon-Coterra merger comes with a significant relocation of corporate headquarters from Oklahoma City to Houston, sparking debate over regional economic impacts and the future of energy industry consolidation.

Feb 4, 2026

Business

Infrastructure and Energy Transition Fuel Optimism for Willdan Group, Analysts Boost Target

Wedbush Securities raises its price target on Willdan Group (WLDN) to $145, citing a robust pipeline of projects driven by infrastructure spending and energy efficiency mandates. The firm's recent acquisition is seen as a strategic move to expand its municipal advisory footprint.

Feb 4, 2026

Business

NuScale Power: Betting on a Nuclear Renaissance Fueled by AI's Energy Hunger

As AI-driven electricity demand soars, NuScale Power's certified small modular reactor technology positions it at the forefront of a potential energy transformation. While its path is paved with both landmark agreements and significant execution risks, investors are weighing whether this pre-revenue company can power the future.

Feb 4, 2026

Business

Devon Energy's $58 Billion Merger with Coterra Creates Delaware Basin Powerhouse

The blockbuster all-stock merger between Devon Energy and Coterra Energy forms a dominant force in the prolific Delaware Basin, ranking among the largest upstream deals of the decade and reshaping the U.S. shale landscape.

Feb 3, 2026

World

Germany Takes Strategic Stake in Power Grid Giant TenneT to Accelerate Energy Transition

The German federal government has acquired a 25.1% stake in transmission system operator TenneT Germany for €3.3 billion, marking a significant step in securing funding for the massive grid expansion required by the nation's shift to renewable energy.

Feb 3, 2026

Business

Musk Predicts China's Power Output to Triple U.S. by 2027, Spotlighting Renewable Energy Race

Elon Musk forecasts China's electricity generation will outpace the United States by a factor of three within the next few years, citing the nation's breakneck expansion in solar and grid infrastructure as a pivotal shift in global energy leadership.

Feb 3, 2026

Business

Energy Exodus: Devon's HQ Move to Houston Marks Latest Blow to Oklahoma's Historic Oil Legacy

Devon Energy's decision to relocate its corporate headquarters from Oklahoma City to Houston is the most recent chapter in a decades-long trend of energy giants leaving the state, eroding its once-dominant position as a central hub of the American oil and gas industry.

Feb 3, 2026

Business

FirstEnergy's 22% Surge: Is the Utility Stock Still a Buy, or Has the Rally Run Its Course?

FirstEnergy shares have delivered robust returns over the past year, climbing 22%. Yet, a closer look reveals a valuation puzzle: while some models flag overvaluation, others suggest hidden value. We examine the conflicting signals and what they mean for investors considering this utility giant.

Feb 3, 2026

Business

Maryland Customers to Receive Automatic Bill Credits as FirstEnergy Navigates Regulatory Landscape

Over 247,000 residential customers of Potomac Edison, a FirstEnergy subsidiary in Maryland, will see automatic credits on their utility bills this month. The move, part of a state-mandated relief program, underscores the delicate balance utilities must strike between regulatory compliance, infrastructure investment, and consumer affordability pressures.

Feb 3, 2026

Business

Capital Without Borders: How Private Equity and Gulf States Are Reshaping Sanctioned Energy Markets

The quiet maneuvering between Carlyle Group, Russia's Lukoil, and the UAE reveals a fundamental shift in global energy finance. As Western sanctions redraw the map, a new playbook is emerging—one where assets are restructured, risks are repackaged, and geopolitical neutrality becomes a tradable commodity.

Feb 2, 2026

Business

Ford Shifts Gears: New 'Ford Energy' Unit Aims to Power Grids, Reshape Investor Outlook

Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.

Feb 2, 2026

Business

Seeking Steady Income? Three Energy Giants Offering Robust Yields This February

Amid market volatility, investors are turning to reliable dividend payers. We examine three established energy infrastructure leaders with strong yields and the potential to benefit from long-term trends like AI-driven power demand.

Feb 5, 2026