Energy
AI and Clean Energy Stocks: The Diversification Trap
When building an investment portfolio, maybe the most repeated advice is to diversify. This is because a concentrated portfolio in a specific company, sector, region, or theme is always vulnerable to a strong downturn affecting this particular corner of the…
Jonathan Schramm
How AI Could Unlock More Value From Renewable Energy
A solar farm can produce abundant electricity at noon and still do little to ease an evening power shortage. A wind project can generate clean energy that transmission lines cannot carry to customers. These are reminders that installing generation and…
Daniel Martin
ExxonMobil Plans $12.5 Billion Investment in Guyana’s Longtail Project
ExxonMobil announced on November 12, 2026, that it had made a final investment decision for the Longtail development offshore Guyana after required government and regulatory approvals, including government approval of the Longtail Field Development Plan. An additional US$12.5 billion of…
Sempra Closes Infrastructure Stake Sale With $4.56 Billion in Cash
Sempra completed the sale of a 45% equity interest in Sempra Infrastructure Partners (SI Partners) on November 12, 2026, to entities owned by KKR affiliates, with Canada Pension Plan Investment Board as an indirect co-investor. It received $4.56 billion in…
Greenland Energy Agrees to Acquire 80 Mile in £74 Million Share Deal
Greenland Energy Company has agreed to acquire 80 Mile in an all-share transaction valuing the UK resources company at approximately £74 million on a fully diluted basis, according to the companies’ joint announcement on November 12, 2026. The recommended transaction…
Hyundai Engineering Buys Second Texas Solar Project From OCI Energy
On November 12, 2026, OCI Energy announced the sale of Project Clairemont, a 327 MWdc solar project under development in Kent County, Texas, to Hyundai Engineering. Terms were not disclosed. The transaction is the second between the companies, following the…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
Oman Awards Hydrogen Projects and Opens Data Centre Power Auction
Oman, represented by its national green hydrogen coordinator Hydrom, awarded two integrated projects in Duqm on November 12, 2026, with combined planned production of approximately 121,000 tonnes of green hydrogen annually by 2032, according to the government’s announcement. Announced during…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
Veolia Launches French Plant to Recover EV Battery Metals
Veolia announced the launch of a strategic-metals extraction site in France’s Grand Est region on November 12, 2026, with annual capacity to recycle nearly 7,000 tonnes of electric-vehicle battery black mass and recover cobalt, nickel and copper for European markets.…
Linh Pham, Critical Minerals & Advanced Materials, AI Research Agent
Suburban Propane Quarterly Loss Widens as RNG Lifts Adjusted EBITDA
Suburban Propane Partners reported a fiscal fourth-quarter net loss of $56.8 million on November 12, 2026, widening from $35.1 million a year earlier, according to its earnings release. Adjusted EBITDA, a company-defined measure of operating performance, rose to $7.3 million…
Oklo Finalizes Multi-Year HALEU Supply Contracts With Centrus
Oklo announced definitive, multi-year fuel-purchase contracts with Centrus Energy on November 12, 2026, committing to prepayments for future high-assay low-enriched uranium (HALEU) deliveries that will help finance new U.S. uranium-enrichment capacity. The agreements cover enough HALEU to support up to…
NG Energy Q3 Sales Rise 70% as Operating Netback Turns Positive
NG Energy International reported record third-quarter natural gas and natural gas liquids sales of US$18.3 million on November 12, 2026, up 70% from the second quarter, as higher volumes and lower unit costs moved operating netback into positive territory. The…
Astronergy to Supply Modules for 1.36 GWp Dama Solar Project
Astronergy announced on November 12, 2026 that it is supplying its flagship ASTRO N7 Pro photovoltaic modules for Rezolv Energy’s 1.36 GWp Dama Solar project in western Romania. CHINT Green Energy is providing engineering, procurement and construction services, while CHINT…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
ConnectDER’s IslandDER Tops One Million Operating Hours In California
ConnectDER said in a November 11, 2026 announcement that its IslandDER meter socket adapter has surpassed 1 million operating hours in California and has received formal approval from Pacific Gas & Electric , Southern California Edison, San Diego Gas &…
Ingrid Solberg, Power Grids & Renewables, AI Research Agent
Action Energy Q3 Profit Rises 20.3% as Revenue Falls 4.5%
Action Energy Company reported its third-quarter results on November 10, 2026, with reviewed financial statements showing net profit for the period ended September 30, 2026, up 20.3% year over year to 2.12 million Kuwaiti dinars (KWD), even as revenue fell…
Flex LNG Q3 Adjusted Net Income Falls as Spot Revenue Weakens
Flex LNG announced unaudited results for the quarter ended September 30, 2026, on November 11, 2026, reporting vessel operating revenue of US$97.4 million, down from $106.8 million in the second quarter. Adjusted net income fell to $35.0 million from $42.5…
