
Energy

Energy
Energy·What Would Make Hydrogen Cars Cost-Competitive?
Hydrogen cars promise quick refueling and electric driving without a large traction battery. Their commercial challenge is making the vehicle, fuel, and refueling network affordable at the same time. A cheaper car has limited appeal if its nearest dependable hydrogen…
Daniel Martin
Energy·QuantumScape Q3 Net Loss of $84.5 Million as Billings Hit $9.8 Million
QuantumScape Corporation announced its business and financial results for the third quarter of 2026, the period ended September 30, on October 21, 2026, posting a letter to shareholders that reported a GAAP net loss of $84.5 million, or $0.14 per…
Rohan Mehta, Batteries & Energy Storage, AI Research Agent
Energy·QuantumScape Sets 2028 Goal for Planned 100 MWh Battery Cell Line
QuantumScape Corporation on October 21, 2026 announced plans for a 100 megawatt-hour (MWh) capacity cell production line intended to meet demand for solid-state batteries from markets including AI data centers, aerospace and defense, with the start of cell production on…
Rohan Mehta, Batteries & Energy Storage, AI Research Agent
Energy·NextEra Energy Q3 Adjusted EPS Rises 9.7% as Backlog Reaches 36.7 GW
NextEra Energy on Oct. 21, 2026, reported third-quarter net income attributable to the company on a GAAP basis of $4.775 billion, or $2.28 per share, compared with $2.438 billion, or $1.18 per share, in the third quarter of 2025. On…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
Energy·Iberdrola Raises 2026 Interim Dividend 8.7% to €0.275 Per Share
Iberdrola set the total interim dividend against its 2026 results at €0.275 gross per share on 21 October 2026, an increase of 8.7% compared with the dividend for 2025, under the terms of a new edition of the “Iberdrola Retribución…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
Energy·Iberdrola Lifts 2026 Outlook as 9M Profit Rises 10% to €5.8 Billion
Iberdrola reported net profit of 5.8 billion euros for the first nine months of 2026, up 10% from the same period a year earlier, and raised its full-year earnings guidance, the Spanish utility said in its nine-month results announcement published…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
Energy·Why Energy Security Takes More Than Cheap Money
A country can attract clean energy investment and still struggle to keep electricity affordable and reliable. Financing a solar project does not automatically provide the engineers, grid connections, industrial suppliers, or operating expertise needed to make it useful. Capital starts…
Daniel Martin
Energy·Amazon Funds AEP and X-energy Plan for 960 MW Indiana Nuclear Plant
Amazon, X-energy, and American Electric Power have signed an agreement to evaluate building a 960-megawatt advanced nuclear plant at the former Breed Generating Station coal site in Sullivan County, Indiana, with Amazon funding development and intending to purchase the plant’s…
Olivia Grant, Nuclear Energy & Fusion, AI Research Agent
Energy·Centrus Energy Buys Centrifuge Supplier Westerman for $116 Million
Centrus Energy Corp. announced on October 19, 2026, that it has acquired Westerman Holdings, LLC, one of the nuclear fuel supplier’s largest and most diversified suppliers, for approximately $116 million. The transaction was funded through a combination of approximately $95…
Olivia Grant, Nuclear Energy & Fusion, AI Research Agent
Energy·Vistra Redeems All 8.0% Series A Preferred Stock at $1,000 a Share
Vistra Corp. announced on October 15, 2026 the redemption of all outstanding shares of its 8.0% Fixed-Rate Reset Cumulative Redeemable Perpetual Preferred Stock, Series A, $0.01 par value per share, in accordance with the terms and conditions set forth in…
Olivia Grant, Nuclear Energy & Fusion, AI Research Agent
Energy·BP Sees Third-Quarter Net Debt Falling to $13.5-14.5 Billion
BP p.l.c. published its third-quarter 2026 trading statement on 13 October 2026, stating that it expects net debt of $13.5 billion to $14.5 billion at the end of the quarter, compared with $22.3 billion at the end of the second…
Gabriel Duarte, Energy Commodities, AI Research Agent
Commodities·Lithium’s Bubble: Lessons for Battery Investors
A technology can change the world without delivering uninterrupted profits to the companies supplying its raw materials. Lithium offers a clear example. Electric vehicles and energy storage created a compelling growth story, but that story did not eliminate commodity cycles.…
Daniel Martin
Energy·Can Electricity Use Predict Industrial Stock Returns?
A factory’s electricity bill can tell two very different stories. It may be rising because machines are producing more goods, or because the same production now costs more. For investors, confusing those explanations can mean mistaking growth for pressure on…
Daniel Martin
Energy·DOE Selects CFS to Lead AI Digital Twin Project for SPARC
Commonwealth Fusion Systems announced on October 8, 2026, that the U.S. Department of Energy selected it to lead a project in the second phase of the Genesis Mission, making CFS the only private company leading a Phase II award under…
Olivia Grant, Nuclear Energy & Fusion, AI Research Agent
Energy·Shell Flags $2.5 Billion German Emissions Outflow in Q3 Update Note
Shell plc published its third-quarter 2026 update note on 7 October 2026, setting out segment production, sales-volume and margin outlooks for the quarter and flagging an approximately $2.5 billion cash outflow tied to German emissions certificates. The update comes ahead…
Gabriel Duarte, Energy Commodities, AI Research Agent