Tesla and Matrix Renewables have signed an agreement to build a landmark 500MW/1GWh battery storage system in Scotland, marking a significant step for Tesla's energy division amid a challenging year for its automotive business.
Alliant Energy (LNT), a regulated utility serving the Midwest, is drawing investor attention for its strategic pivot to renewable energy and a surge in demand from data centers. With a robust capital plan and a 22-year dividend growth streak, the company presents a case for stable growth in a transforming sector.
At its recent AI Summit, Cisco Systems unveiled a multi-pronged strategy to cement its role in enterprise AI infrastructure, deepening its alliance with Nvidia and launching a new partner program. In a significant move for its European operations, the company also secured a 15-year renewable energy agreement to power its Polish data centers, directly linking its AI growth to sustainable power sourcing.
Enlight Renewable Energy accelerates its international growth strategy, breaking ground on a major Arizona solar complex and securing a strategic entry into the German renewable market, underscoring investor confidence and its premium market valuation.
A massive battery park in Ed Miliband's constituency is set to become Europe's largest, sparking a nationwide rush for energy storage investments. While hailed as key to grid stability and decarbonisation, critics warn of consumer costs and rural impact.
NextEra Energy's unique dual-business model offers investors the stability of a regulated utility alongside the high-growth potential of its renewable energy arm, positioning it as a key player in powering the AI boom.
As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.
As the U.S. renewable energy sector builds on a record-breaking 2025, it faces a critical juncture defined by supply chain pressures, extreme weather, and evolving market rules. Strategic adaptation, not just growth, will determine its sustainable trajectory.
Long-term investors in German renewable energy developer PNE AG have seen their holdings plummet 42% over three years, starkly underperforming the broader market's 33% gain. Despite a 26% revenue growth, the stock's persistent weakness raises questions about underlying challenges in the sector and company-specific headwinds.
Meta expands its clean energy portfolio through a new power purchase agreement with Zelestra for the Skull Creek Solar Plant in Texas, part of a broader 1.2GWdc partnership aiming for full operation by 2028.
Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.
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.
While its shares trade at a discount to U.S. rivals, analysts argue TotalEnergies' low-cost oil & gas assets and aggressive renewable energy buildout present a compelling investment case for the energy transition.
Waste Management (NYSE:WM) announced a significant 14.5% dividend hike and a new $3 billion share buyback program, signaling confidence in its cash flow strength despite competitive pressures. The move comes as the waste giant continues to invest in renewable natural gas and automation to drive future growth.
GE Vernova and Xcel Energy have entered a strategic partnership aimed at modernizing the U.S. power grid through wind, gas, and AI-driven projects, highlighting both the sector's growth potential and investor valuation debates.
After lagging the market, the energy sector is surging in 2026. We analyze three leading ETFs offering robust yields and distinct strategies for investors seeking exposure.
Senior US executives and diplomats have delivered a stark warning to the Labour government, stating that soaring energy prices and other business costs are making Britain an increasingly unattractive destination for American capital.
Global infrastructure giant AECOM has appointed Ivan Chindurza as its Head of Renewables for Europe, a strategic hire aimed at capturing a larger share of the region's booming energy transition market and deepening its consultancy offerings beyond traditional construction.
As America's largest regulated electric utility, Duke Energy is capitalizing on surging electricity demand from data centers and industrial expansion. With a reliable dividend and a massive capital investment plan, the company presents a classic defensive investment case in a volatile market.
Analysts have nudged RWE's fair value estimate higher to €53.74, a subtle reset driven by fine-tuning discount rates rather than a fundamental story change. This quiet calibration, against steady growth forecasts, underscores how incremental shifts shape the long-term investment thesis for the energy giant.
