Renewable Energy
Constellation Energy: A 32% Stock Slide Masks Record Revenue and a Nuclear-Led Strategy
Constellation Energy’s shares have fallen by roughly a third since the start of the year, yet the company just posted...
State Street Ups Stake in Vulcan Energy as Shares Tumble to New 52-Week Low
The stock of lithium developer Vulcan Energy carved out a fresh yearly trough on Thursday, sliding to €1.73, even as...
Nel ASA Shifts the Narrative from Climate to Security as a Cost Breakthrough Fails to Move the Needle
The clean hydrogen industry has long sold itself on environmental salvation, but Nel ASA’s chief executive is now reaching for...
ITM Power: Inside the 113% Volatility Stock That Just Attracted a Government Stake and a Rheinmetall Pact
Investors in ITM Power have been strapped into one of the clean energy sector's wildest rides. The British electrolyser maker...
Bloom Energy’s $25 Billion Infusion and Russell 1000 Ascent Signal a New Phase in AI Power
The arithmetic of artificial intelligence is rewriting the rules of energy procurement. With hyperscalers facing grid bottlenecks and the insatiable...
ITM Power: The Bullish Insider Bet That Tangles With a Cooling Order Book
The recent insider purchase by Sir Warren East, the former Rolls-Royce chief who knows a thing or two about corporate...
Plug Power’s Cash Conversion Play: How Tax Credits and Infrastructure Sales Are Underwriting the Hydrogen Bet
Plug Power’s turnaround story is increasingly written in two parallel scripts: one of operational milestones, the other of financial engineering....
ITM Power: Director’s Vote of Confidence Meets a Technical Milestone
Two very different forms of proof have landed on the desks of ITM Power investors in recent days. One is...
Nel ASA’s 200-Day Line Holds the Spotlight as Samsung Stake and Leadership Void Send Mixed Signals
The clock is ticking for Nel ASA. The hydrogen-equipment maker’s stock has slid 36 percent in the past month to...
FuelCell Energy Rides the AI Current — But the Backlash Was Just as Sharp
The race to power artificial intelligence’s insatiable energy appetite has turned fuel-cell stocks into one of the market’s most speculative...
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