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NextEra Energy (NEE) — Clean Power Scale for the AI GridCompany Overview NextEra Energy NYSE:NEE is the world’s largest clean-energy utility, with leadership across wind, solar, nuclear, storage, and grid infrastructure—a core enabler of the accelerating clean power transition. Key Catalysts AI-Powered Demand: Hyperscalers (e.g., Google) are signing long-term carbon-free PPAs, making NEE a top supplier to data centers & cloud growth. Pipeline Expansion: 3.2 GW added in Q2’25, including 1+ GW for hyperscalers, reinforcing first-mover scale in renewables and storage. Capex Visibility: $74.6B plan through 2029 for grid upgrades, batteries, and renewable capacity, supporting multiyear rate base and EPS growth. Reliability + Cost Curve: Scale, operational discipline, and declining LCOE sustain moat in clean generation and grid services. Why It Wins Direct exposure to the AI electricity boom Largest U.S. renewables fleet + storage integration Structural tailwinds from electrification & policy support Investment Outlook Bullish above: $73–$74 Target: $120–$122 — driven by hyperscaler demand, an expanding project backlog, and high-confidence capex deployment. 📌 NEE — powering the AI era with the world’s premier clean-energy platform.
NYSE:NEELong
by Richtv_official
Hecla Mining (HL) — U.S. Silver Leader with Critical-Mineral TaiCompany Overview Hecla NYSE:HL is a top North American silver & gold producer, anchored by Greens Creek, delivering sustainable, efficient production and leverage to precious-metals upside. Key Catalysts Silver = U.S. Critical Mineral (Nov ’25): Elevates strategic importance amid demand from solar, semis, and electrification; global stockpiling tightens supply. Scale Advantage: Largest U.S. primary silver producer, positioned to capture policy and industrial tailwinds. Record Quarter: Q3 ’25 EPS $0.15 (~66% beat) alongside strong output and improved balance sheet metrics. Growth Pipeline: Exploration approvals progressing; Polaris Project slated to begin development in 2026, supporting future resource expansion. Why It Wins Direct play on industrial silver demand + monetary hedge Domestic supply premium as critical-mineral status reshapes procurement Visible organic growth from sanctioned projects and exploration Trading Plan Bullish above: $14.00–$14.50 Target: $21.00–$22.00 — supported by critical-mineral catalysts, production momentum, and a widening silver demand gap. 📌 HL — prime U.S. silver exposure with policy, industrial, and exploration upside.
NYSE:HLLong
by Richtv_official
EIX -- Powering the AI Surge: Why Edison Is the Utility to WatchEdison International (NYSE: NYSE:EIX ) finds itself in a compelling position heading into the next wave of energy demand — and the decline in its stock price amid wildfire concerns may present a window of opportunity. Why it’s discounted The company’s subsidiary Southern California Edison (SCE) pulls power for roughly 15 million customers across California and has faced elevated wildfire risk, including the major January 2025 fires around Los Angeles. These events brought increased scrutiny, higher operating costs and legal exposure. Why it’s potentially undervalued Despite these headwinds, Edison has a resilient regulatory and operating foundation. Its 2024 annual report shows core earnings rising and a strong rate-base growth outlook. Analysts at Seeking Alpha argue that the market may be overestimating the wildfire liability risk and underestimating Edison’s stable earnings power. PG&E was found culpable within a month of the wildfires that lead to its bankruptcy, but 11 months later Edison still has not been found culpable for the 2025 LA fires. Technicals The wildfire scare resulted in a wicked drawdown. That seems to have found a bottom, and lately NYSE:EIX shares have demonstrated strength; on top of that strength sits a healthy dividend. If current resistance is taken out, and an unseasonably moist California holds wildfire fears at bay, thirsty AI data centers may push NYSE:EIX shares into the lower $70s.
NYSE:EIXLong
by quickshiftinn
Breaking: CETY Secures $10 Mln Battery Energy Storage ProjectClean Energy Technologies, Inc. (NASDAQ; NASDAQ:CETY ) has spike 80% gearing for a move to the $30 resistant if the stock should break through the 61.8% Fib retracement level. The RSI is at 54, giving room for massive upside as buyers step in. In another news, Clean Energy Technologies, Inc. (Nasdaq: CETY) today announced that it has secured a $10 million Battery Energy Storage System (BESS) project in New York State. This award represents the Company’s largest storage project to date and marks the first of several similar, either front of the meter or behind the meter, BESS deployments across New York State CETY expects to finalize in the months ahead. The New York project includes the deployment of a 5MW / 20MWh standalone energy storage system, designed to support grid reliability, peak-shaving, and market participation under New York’s Value of Distributed Energy Resources (VDER) program and ancillary grid services markets. The site has the opportunity to increase energy storage capacity to the maximum 20MW/80MWh storage permitted for such locations, subject to grid interconnection availability. About CETY Clean Energy Technologies, Inc. designs, produces, and markets clean energy products and integrated solutions that focuses on energy efficiency and renewable energy in the United States and internationally. It operates through four segments: Clean Energy HRS & CETY Europe, CETY Renewables Waste to Energy Solutions, Engineering and Manufacturing Business, and CETY HK. The company offers Clean Cycle generator, which captures wasted heat energy and produce electricity.
NASDAQ:CETYLong
by DEXWireNews
Daqo New Energy (DQ) — Polysilicon Scale for the Solar SupercyclCompany Overview Daqo NYSE:DQ is a top global producer of high-purity polysilicon, giving direct exposure to the accelerating shift toward solar and renewables. Key Catalysts Solar Demand Inflection: Global PV installs projected to exceed 1 TW annually by 2030, positioning Daqo’s large-scale, high-efficiency capacity to capture structural growth. Resilient Operations: Q2’25 showed improving cost structure and margin stabilization as polysilicon prices recover—highlighting cost discipline in a cyclical market. Vertical Expansion: Entry into wafer production deepens integration, captures more value, and reduces raw-material risk—appealing to buyers seeking reliable end-to-end partners. Clean-Energy Leverage: As policy and corporate decarbonization accelerate, Daqo remains a core supplier to the PV supply chain. Investment Outlook Bullish above: $27.00–$28.00 Target: $50.00–$52.00 — supported by scale, cost leadership, and vertical integration amid a multi-year solar upcycle.
NYSE:DQLong
by Richtv_official
Plug Power's AI Pivot: A Strategic RechargePlug Power is executing a high-stakes pivot from government-backed green hydrogen to the booming AI infrastructure market. We analyze the strategic, industrial, and technological drivers behind this potential turnaround. A Strategic Pivot Amidst Headwinds Plug Power (PLUG) has long promised a "green hydrogen revolution," but its stock performance tells a different story—plummeting 99% since its 1999 debut. Facing a cash crunch and a $364 million quarterly loss, management is now steering the company toward a new, voracious customer: Artificial Intelligence data centers . This move is not merely opportunistic; it is a survival imperative. With the Trump administration recently canceling a vital $1.7 billion Department of Energy (DOE) loan, Plug Power has halted capital-intensive green hydrogen projects. Instead, it is monetizing assets to survive, signaling a shift from government-subsidized dreams to immediate commercial reality. Geostrategy: Adapting to Policy Shifts The cancellation of the DOE loan reflects a broader geopolitical shift. The new administration prioritizes immediate energy availability over subsidized decarbonization. By pivoting to the private sector, Plug Power is reducing its exposure to political risk. This aligns with a "geostrategy of resilience." Data centers are a national critical infrastructure. By offering independent power generation, Plug positions itself as a guarantor of digital sovereignty, insulating tech giants from an increasingly fragile U.S. power grid. Industry Trends: The AI Energy Crunch The timing of this pivot addresses a critical market failure. Major analysts project that data center electricity demand will grow 16% in 2025 and double by 2030. AI-optimized servers consume nearly five times the power of standard racks, creating a bottleneck that utility companies cannot resolve quickly. Plug’s recent letter of intent to sell electricity rights for $275 million confirms this demand. Tech giants are desperate for power *now*. Plug is capitalizing on this by selling its grid interconnection queue spots—effectively selling "time" to power-starved hyperscalers. Innovation & Tech: PEM Fuel Cells vs. Diesel Technologically, Plug holds a distinct advantage. Traditional data centers rely on diesel generators for backup, which are dirty, noisy, and maintenance-heavy. Plug’s **Proton Exchange Membrane (PEM) fuel cells** offer a superior alternative: Instant Response: PEM cells ramp up power in seconds, matching the uptime requirements of mission-critical AI workloads. Zero Emissions: This allows data centers to operate in urban zones with strict air quality mandates. Energy Density: Hydrogen offers higher energy density than batteries, essential for facilities with limited real estate. Business Models: Asset Monetization & Liquidity Management is restructuring the business model from "build-and-own" to "asset-light." The $275 million liquidity injection from selling electricity rights provides a crucial runway. Rather than burning cash to build massive hydrogen plants, Plug is leveraging its existing technology stack—GenSure and ProGen systems—to generate immediate revenue. This shift improves the cash conversion cycle. Selling backup power hardware to well-capitalized tech firms offers faster payment terms and lower capital risk than long-term utility projects. Management & Leadership: A Decisive Course Correction CEO Andy Marsh’s decision to suspend DOE-related activities demonstrates decisive leadership. A rigid adherence to the original "green hydrogen" roadmap would have been fatal without federal backing. By pivoting to the "AI trade," leadership is aligning the company with the only sector currently enjoying unlimited capital expenditure: Big Tech. Conclusion: A Speculative Renaissance? Plug Power remains a high-risk investment, but the investment thesis has fundamentally improved. The company is trading a dependency on government policy for a dependency on AI infrastructure growth—a far more robust driver. If Plug can successfully deploy its fuel cells as the standard for data center backup, it will transition from a speculative energy play to an essential component of the AI economy.
NASDAQ:PLUGLong
by TradeThePool
2
Can One Company Power America's Nuclear Future?BWX Technologies (BWXT) has positioned itself at the critical intersection of national security and energy infrastructure, establishing dominance in the advanced nuclear sector through strategic contracts and technological leadership. The company's Q3 2025 results reveal remarkable momentum, with revenue reaching $866 million (a 29% year-over-year increase) and total backlog surging to $7.4 billion, a 119% increase. With a book-to-bill ratio of 2.6 times, BWXT demonstrates demand substantially exceeding current capacity, driven by converging forces of decarbonization, electrification, and the explosive growth of AI power requirements. BWXT's competitive moat extends across multiple dimensions. The company secured pivotal defense contracts worth $1.5 billion for domestic uranium enrichment and $1.6 billion for high-purity depleted uranium production, directly addressing America's strategic vulnerability to foreign fuel dependence. Leading Project Pele, the Department of Defense's first transportable microreactor prototype delivering 1-5 MW, BWXT is manufacturing the reactor core for 2027 delivery, aligned with Executive Order 14299's mandate to accelerate advanced nuclear deployment for national security and AI infrastructure. This first-mover advantage positions the company strongly for follow-on programs like Project JANUS, which aims to deploy a military installation reactor by September 2028. The company's technical superiority centers on mastery of TRISO fuel manufacturing tristructural isotropic particles that cannot melt under reactor conditions and serve as self-contained safety systems. BWXT controls proprietary patents for specialized HALEU fuel element designs and maintains strategic partnerships with Northrop Grumman (control systems) and Rolls-Royce LibertyWorks (power conversion), ensuring compliance with stringent DoD cybersecurity standards. This integrated approach spanning fuel enrichment authorization, patented component design, validated manufacturing capabilities, and defense-grade partnerships creates formidable barriers to competition while capturing the multi-decade tailwind of institutional nuclear adoption mandated by federal policy and geopolitical necessity.
NYSE:BWXTLong
by UDIS_View
Can One Idaho Mine Break China's Grip on America's Defense?Perpetua Resources Corp. (NASDAQ: PPTA) has emerged as a critical player in America's quest for mineral independence through its Stibnite Gold Project in Idaho. The company has secured substantial backing with $474 million in recent financing, including investments from Paulson & Co. and BlackRock, plus over $80 million in Department of Defense funding. This support reflects the strategic importance of the project, which aims to produce both gold and antimony while restoring legacy mine sites and creating over 550 jobs in rural Idaho. The geopolitical landscape has dramatically shifted in Perpetua's favor following China's export restrictions on antimony imposed in September 2024. With China controlling 48% of global antimony production and 63% of U.S. imports, Beijing's ban on sales to America has exposed critical supply chain vulnerabilities. The Stibnite Project represents America's only domestic antimony source, positioning Perpetua to potentially supply 35% of U.S. antimony needs and reduce dependence on China, Russia, and Tajikistan, which collectively control 90% of global supply. Antimony's strategic significance extends far beyond its typical use as a mining commodity, serving as an essential component in defense technologies, including missiles, night vision equipment, and ammunition. The U.S. currently maintains stockpiles of just 1,100 tons against annual consumption of 23,000 tons, highlighting the critical supply shortage. Global antimony prices surged 228% in 2024 due to these shortages, while conflicts in Ukraine and the Middle East have amplified demand for defense-related materials. The project combines economic development with environmental restoration, employing advanced technologies for low-carbon operations and partnering with companies like Ambri to develop liquid metal battery storage systems. Analysts have set an average price target of $21.51 for PPTA stock, with recent performance showing a 219% surge reflecting market confidence in the company's strategic positioning. As clean energy transitions drive demand for critical minerals and U.S. policies prioritize domestic production, Perpetua Resources stands at the intersection of national security, economic development, and technological innovation.
NASDAQ:PPTALong
by UDIS_View
Can One Company Turn Global Tensions Into Battery Gold?LG Energy Solution has emerged as a dominant force in the battery sector in 2025, capitalizing on geopolitical shifts and market disruptions to secure its position as a global leader. The company's stock has surged 11.49% year-to-date to 388,000 KRW by August 12, driven by strategic partnerships and a pivotal $4.3 billion deal with Tesla for LFP battery supply from its Michigan facility. This partnership not only reduces Tesla's dependence on Chinese suppliers but also strengthens LG's foothold in the critical US market amid escalating trade tensions. The company's strategic expansion in US manufacturing represents a calculated response to changing geopolitical dynamics and economic incentives. LG is aggressively scaling its Michigan factory capacity from 17GWh to 30GWh by 2026, while repurposing EV production lines for energy storage systems (ESS) to meet surging demand from renewable energy projects and AI data centers. Despite a global slowdown in EV demand, LG has successfully pivoted to capitalize on the booming ESS market, with Q2 2025 operating profits rising 31.4% to KRW 492.2 billion, largely attributed to US production incentives and strategic positioning. LG's technological leadership and intellectual property portfolio serve as key differentiators in an increasingly competitive landscape. The company is pioneering advanced LMR battery technology, promising 30% higher energy density than LFP batteries by 2028, while maintaining over 200 LMR patents and aggressively enforcing its IP rights through successful court injunctions. Beyond technology, LG's commitment to sustainability through its RE100 initiative and integration of high-tech solutions for smart grids and AI-enabled energy systems positions the company at the forefront of the clean energy transition, making it a compelling investment opportunity in the rapidly evolving battery and energy storage sector.
KRX:373220Long
by UDIS_View
NXT (Long) - Clean energy player with even cleaner financialsLet's preamble with what the company actually does (as I imagine a lot of traders trade without even bothering... understandably). In short, Nextracker operates in the solar energy space where it is a leader in providing energy output optimization solutions, i.e. mechanical systems that rotate solar panels to follow the sun, along with software (TrueCapture) that uses sensors and machine learning to fine-tune positioning in real time. Fundamentals NASDAQ:NXT has been growing very strongly in recent years (see the table) despite the numerous hiccups this space has seen since 2022. There is also a backlog of $4.5bn , giving us clear visibility into the next year. Profitability is strong with earnings growth even outpacing revenue growth, showing strong operating leverage . This all comes on the back of a relatively cheap valuation , with P/E of just below 18, which is significantly lower than some of its competitors like NYSE:NVT at 52, and NYSE:RRX at 43. No clear reason for why the markets are discounting the stock. The balance sheet is rock solid , with no debt and $766m in cash. Moreover, free cash flow is plentiful with the firm most recently generating $622m in FCF. Overall, the company is growing, has strong financials and is cheaply valued compared to its competitors - the kind of smoothie I usually look for. One obvious risk is policy , given that the current administration doesn't really see eye to eye with renewables and two thirds of NXT's revenue still comes from the US. Technicals Just breaking into an all-time high is a nice-to-have advantage when entering a new trade. The stock is breaking out from a decent, almost year-and-half long base , though I would prefer the base to be a tad more prolongated. The stock broke the ATH on higher volume, pulled back to around the breakout point and is currently establishing the next leg higher The price is some distance away from its moving averages, so there is a chance that there still might be some more consolidation around this level before we proceed higher Trade Main caveat is that the stock is about to release its earnings on Tuesday , so naturally it is a slight gamble to buy ahead of it. I decided to jump in beforehand just because I have strong conviction (and I love to punch the wall when I always get it wrong), but I would advise others to first wait on the results as a potential catalyst. For gamblers like myself, the ATH breakout point likely serves as the best possible stoploss (black line). One more reason why these earnings in particular could be even more of a gamble is that the BBB bill was passed since the last earnings, so if the executives decide to sprinkle the release with some not-so-positive comments regarding that, it could spook investors. Follow me for more analysis & Feel free to ask any questions you have, I am happy to help If you like my content, please leave a like, comment or a donation , it motivates me to keep producing ideas, thank you :)
NASDAQ:NXTLong
by jurajholik
Nano Nuclear (NNE) –Powering the Future of Clean U.S. Energy 🇺sCompany Snapshot: Nano Nuclear Energy NASDAQ:NNE is a pioneering U.S.-based microreactor company developing compact, modular nuclear power solutions for defense, medical, and national grid applications. Key Catalysts: Nuclear Innovation Meets Energy Independence 🔌 NNE is at the forefront of advanced nuclear tech, supporting America’s push toward energy resilience and decarbonization. Its microreactors are designed for fast deployment, critical for defense bases, hospitals, and remote power needs. Strong Market Momentum 📈 Since our initial entry on April 3rd, NNE has surged 74%, reflecting rising investor interest in nuclear solutions. After printing a higher high, the stock is pulling back toward a key support zone. Policy & Investor Tailwinds 📊 U.S. energy policy is increasingly focused on nuclear as a clean base-load source, giving NNE a strategic edge. Growing institutional attention on microreactors as scalable, next-gen energy infrastructure. Investment Outlook: Bullish Entry Zone: $26.00–$27.00 Upside Target: $58.00–$60.00, supported by innovation, policy alignment, and long-term energy demand. 🔆 NNE is shaping up as a high-conviction play on America’s nuclear energy future. #NNE #NuclearEnergy #Microreactor #CleanEnergy #EnergySecurity #DefenseTech #GridStability #Innovation #GreenEnergy #NextGenPower #EnergyIndependence
NASDAQ:NNELong
by Richtv_official
“Accumulation, Breakout, Repeat: SBSW’s Time Again?” SBSW | Weekly Chart Analysis 4-Year Cycle | Smart Money Levels | Precious Metals Macro Tailwind This chart paints a clear picture — Sibanye-Stillwater (SBSW) has followed a reliable 4-year accumulation-to-expansion cycle: 🔹 2015–2016 🔹 2019–2021 🔹 Now shaping up for 2025–2026 Each rally kicked off after institutional accumulation around the $3 level, and once again, we’re seeing the same behavior. History doesn’t just rhyme — it repeats. 🧠 Smart Money Moves Every major cycle began after price based out near the $3 level. That’s exactly what we’ve just seen — accumulation, basing, and now lift-off. We’ve entered a familiar pattern — the same smart money footprints showing up again. 📊 Technical Breakdown This is the weekly chart, and we’re now testing the 0.236 Fibonacci retracement level (7.39) drawn from the 2020 high to the recent low. ✅ A weekly close above this level + structure building could confirm the beginning of a long-term leg higher. 📈 Volume Flow Indicator has crossed above the midline for the first time in years, suggesting that real buying pressure is back. That’s a shift in momentum worth noting. 🎯 Key Areas of Interest: • $10.00 – Volume node + prior S/R • $12.00 – Fib midpoint + prior pivot • $14.90 – Confluence zone These are zones where I’ll be watching for continuation, reaction, or reversal. 🌎 Macro Tailwind: Precious Metals Demand Platinum and palladium are gaining renewed attention as demand increases in EVs, clean energy, and industrial sectors. SBSW — with its deep exposure to both metals — is positioned as a long-term beneficiary if this trend continues. Add to that the recent global instability and de-dollarization chatter, and you’ve got a macro backdrop favoring real assets over paper. Precious metals are catching a bid — and SBSW could ride that wave. 🧠 My Position Started buying $4.00 calls and recently rolled to $5.50s. I’m letting this one develop over time — watching for confirmation and continuation. (Not financial advice — just sharing my perspective as always.) 🕰️ Cycles matter. 📚 History teaches. 💰 Smart money accumulates before the breakout. This setup has all the hallmarks of a repeat cycle in progress. I’m locked in. — 📍 Long-term chartwork, weekly timeframe. Zoom out to see the rhythm. SBSW | Weekly Chart Analysis 4-Year Cycle | Smart Money Levels | Precious Metals Macro Tailwind This chart paints a clear picture — Sibanye-Stillwater (SBSW) has followed a reliable 4-year accumulation-to-expansion cycle: 🔹 2015–2016 🔹 2019–2021 🔹 Now shaping up for 2025–2026 Each rally kicked off after institutional accumulation around the $3 level, and once again, we’re seeing the same behavior. History doesn’t just rhyme — it repeats. 🧠 Smart Money Moves Every major cycle began after price based out near the $3 level. That’s exactly what we’ve just seen — accumulation, basing, and now lift-off. We’ve entered a familiar pattern — the same smart money footprints showing up again. 📊 Technical Breakdown This is the weekly chart, and we’re now testing the 0.236 Fibonacci retracement level (7.39) drawn from the 2020 high to the recent low. ✅ A weekly close above this level + structure building could confirm the beginning of a long-term leg higher. 📈 Volume Flow Indicator has crossed above the midline for the first time in years, suggesting that real buying pressure is back. That’s a shift in momentum worth noting. 🎯 Key Areas of Interest: • $10.00 – Volume node + prior S/R • $12.00 – Fib midpoint + prior pivot • $14.90 – Confluence zone These are zones where I’ll be watching for continuation, reaction, or reversal. 🌎 Macro Tailwind: Precious Metals Demand Platinum and palladium are gaining renewed attention as demand increases in EVs, clean energy, and industrial sectors. SBSW — with its deep exposure to both metals — is positioned as a long-term beneficiary if this trend continues. Add to that the recent global instability and de-dollarization chatter, and you’ve got a macro backdrop favoring real assets over paper. Precious metals are catching a bid — and SBSW could ride that wave. 🧠 My Position Started buying $4.00 calls and recently rolled to $5.50s. I’m letting this one develop over time — watching for confirmation and continuation. (Not financial advice — just sharing my perspective as always.) 🕰️ Cycles matter. 📚 History teaches. 💰 Smart money accumulates before the breakout. This setup has all the hallmarks of a repeat cycle in progress. I’m locked in. 📍 Long-term chartwork, weekly timeframe. Zoom out to see the rhythm. 🛑 Invalidation below $5.50 — no structure, no conviction, I’m out. If SBSW breaks back below the $5.50 level with high volume and fails to reclaim it quickly, that would invalidate the current breakout structure and suggest this move was a false start. I'd reassess the cycle thesis if we revisit the $4 range with no buyer defense. Please feel free to comment and let me your opinion
NYSE:SBSWLong
by DC_Trading_Journey
1
Why the Sudden Surge in Soybean Oil Prices?Recent sharp increases in Chicago soybean oil prices reflect a confluence of dynamic global and domestic factors. Geopolitical tensions, particularly those impacting crude oil markets, have played a significant role, as evidenced by the recent surge in Brent crude futures following events in the Middle East. This volatility in the broader energy complex directly influences the cost and strategic value of alternative fuels, positioning soybean oil at the forefront of this market shift. A primary driver of this ascent is the transformative policy initiatives from the U.S. Environmental Protection Agency (EPA). The EPA's proposed Renewable Fuel Standard (RFS) volume requirements for 2026 and 2027 represent an aggressive push towards increased domestic biofuel production. These mandates, significantly exceeding previous targets, aim to bolster U.S. energy security and provide substantial support for American agriculture by boosting demand for soybeans and their derivatives. Key changes, such as the transition to RIN equivalents and reduced RIN costs for imports, are designed to further incentivize domestic consumption and reshape market dynamics. This policy-driven demand fundamentally reorients the U.S. soybean oil market, causing Chicago Board of Trade futures to increasingly reflect internal American forces rather than global trends. This necessitates a shift in focus for traders towards physical market prices in other regions for international insights. The market has reacted swiftly, with notable increases in futures prices, a surge in open interest, and record trading volumes, indicating strong investor confidence in soybean oil's role within this evolving landscape. Concurrently, the new mandates exert pressure on imported biofuel feedstocks, further solidifying the emphasis on domestic supply. Ultimately, the rise of soybean oil prices signifies more than just market speculation; it marks a pivotal transformation. It positions soybean oil as an essential commodity within the U.S.'s energy independence strategy, where robust domestic demand, shaped by forward-looking policy, becomes the prevailing force. This transition underscores how intertwined agricultural markets now are with national energy objectives and global geopolitical stability.
CBOT:ZL1!Long
by UDIS_View
GE Vernova Inc. (GEV) – Powering the Global Energy TransitionCompany Overview: GE Vernova NYSE:GEV is becoming a cornerstone of the global clean energy shift, providing advanced power generation, transmission, and renewable energy technologies that are now mission-critical for national energy strategies. Key Catalysts: Explosive Electrification Growth ⚡ Grid Solutions backlog tripled YoY, driven by demand for modern, resilient, and clean grids. HVDC & FACTS technologies place GEV at the forefront of a global multi-decade grid overhaul. Recurring Revenue from Wind Repowering 🌬️ 1 GW of upgraded capacity in 2024 under the Repower program. GEV operates the most widely installed wind platform in the U.S., giving it dominance in the high-margin retrofit market. Strategic Manufacturing Expansion 🏭 $600M+ in investments across Florida and India expand capacity and de-risk the supply chain. Supports global demand from infrastructure stimulus and decarbonization mandates. Investment Outlook: Bullish Case: We are bullish on GEV above $410.00–$415.00, as clean energy investment accelerates. Upside Potential: Price target of $600.00–$610.00, backed by order momentum, retrofit leadership, and global energy reform. 🔋 GE Vernova – Electrifying the Future. #GEV #CleanEnergy #GridModernization #WindPower
NYSE:GEVLong
by Richtv_official
1
Rivian Kicking Off Potential UptrendHey, all. I'll get down to it. Obviously NASDAQ:RIVN has been an incredibly tough stock to own. Fake out after fake out. It has been brutal - unless you have been nimble enough to buy the dips and sell the rips. I would like to posit, however, that NASDAQ:RIVN is going to start marching back higher here over time. In the signal system I have been taught via the T@M strategy, Rivian is putting in a range expansion to the upside on the weekly time frame. If you take the range of the past monthly consolidation period, attach it to the "mode" (or central zone of the consolidation range), it gives you a target of $25 over the next few months. Now, whether this is another fake out just to reverse on us... again... remains to be seen of course. It is early in the idea. But potentially offers a decent risk/reward position here. I just do not see Rivian really going away at all and, if they can keep refining their business, they could see some success going forward. Anyway, hope you enjoy this idea! As always, position carefully as the market is risky business. Including the Daily Chart below for your reference as well.
NASDAQ:RIVNLong
by redykhouse
Clean Energy: The Power That Will Shape Our FutureEnergy is the lifeblood of civilization—it fuels innovation, sustains economies, and powers every aspect of modern life. As demand skyrockets, we face a crucial decision: continue relying on fossil fuels that damage our planet or embrace clean energy solutions that pave the way for a sustainable future. Despite geopolitical tensions, trade wars, and shifting policies around ESG and the Paris Climate Agreement, the clean energy sector remains unstoppable. While industries like digital finance, artificial intelligence, robotics, space exploration, quantum computing, and cloud infrastructure are experiencing unprecedented growth, they all hinge on one fundamental resource: energy. Without it, progress would stall. Yet, as we race toward technological advancement, one truth remains: our planet’s well-being is inextricably linked to our energy choices. Sustainability is not just an option—it is a necessity. The Four Elements of Clean Energy Nature has already gifted us four forces of life—the sun, wind, water, and earth—each holding the potential to drive a clean energy revolution. Solar Energy ☀️: Every hour, the sun showers Earth with more energy than humanity consumes in a year. Advances in photovoltaic technology are making solar power more efficient and affordable than ever. Countries leading the solar revolution—like China, Germany, and the U.S.—are setting a precedent for global energy transformation. Wind Energy 🌬️: Harnessing the wind is one of the most effective ways to generate clean electricity. Offshore wind farms are growing at an exponential rate, proving that sustainable energy is not limited to land. The beauty of wind energy? It is limitless. Hydropower 🌊: Water is power. Hydroelectric dams, tidal energy, and wave power offer continuous energy supply, proving to be one of the most reliable renewable sources available. Geothermal Energy 🌍: Deep within the earth, heat energy is waiting to be tapped. Countries like Iceland have perfected the art of using geothermal power for electricity and heating, demonstrating that sustainable energy is not just a dream—it’s already reality. Overcoming Challenges: The Resilience of Clean Energy Yes, clean energy faces obstacles—tariff disputes, political instability, and corporate resistance. But progress is relentless. Costs of renewables are dropping, supply chains are adapting, and governments know that fossil fuels will not sustain global economies forever. The Paris Climate Agreement keeps nations accountable, pushing for policies that support decarbonization and incentivize clean energy innovation. Meanwhile, ESG-driven investors are demanding sustainable business practices, forcing corporations to rethink their energy strategies. Even legacy industries like oil and gas are shifting toward renewables, investing billions in solar, wind, and hydrogen technology. This is not just a trend—it is the future. A Future Powered by Clean Energy Imagine cities illuminated by solar grids, transportation fueled by hydrogen, and industries driven by wind power. Clean energy is not just about reducing emissions—it is about progress, prosperity, and survival. The global energy demand is rising, but so is innovation. If space exploration, AI, robotics, and quantum computing are to thrive, clean energy must be at the core. And it will be—because the world is waking up to its necessity. A cleaner, brighter future is not wishful thinking—it is already unfolding. The only question is: will we accelerate the transition, or hesitate in the face of change? The time to act is now. NASDAQ:CLNE NASDAQ:CETY NASDAQ:ICLN NASDAQ:CELS NASDAQ:GWE AMEX:PBD TVC:DXY
NASDAQ:CELSLong
by CassianDrake
2
Celsius Holdings (CELH) – Fueling the Wellness Energy RevolutionCompany Snapshot: Celsius NASDAQ:CELH is a top-tier functional beverage brand, capitalizing on the explosive growth of health-conscious energy drinks. Known for its clean-label, metabolism-boosting formulas, CELH is a favorite among fitness enthusiasts and wellness-driven consumers. Key Catalysts: Strategic Acquisition – Alani Nu 🎯 Expands CELH’s reach into the women-centric energy drink market Enhances brand diversity and strengthens product portfolio Accelerates penetration into lifestyle & wellness channels PepsiCo Distribution Partnership 📦 Unlocks massive scale and global shelf visibility Boosts velocity in convenience, grocery, and fitness retail Strategic alignment continues to fuel international expansion Clean Energy Demand on the Rise 🌱 Consumers are actively shifting from sugary and synthetic brands to low-calorie, functional alternatives Celsius delivers on performance + wellness—a powerful consumer value prop Brand Loyalty & Community 👟 Strong digital engagement with a cult-like following Supported by fitness influencers, events, and brand ambassadors Investment Outlook: ✅ Bullish Above: $30.00–$31.00 🚀 Upside Target: $52.00–$53.00 📈 Growth Drivers: New market segments, global scaling via Pepsi, clean-energy trend momentum 📢 CELH: Redefining energy drinks with purpose, performance, and wellness. #CELH #FunctionalBeverages #CleanEnergy #WellnessTrend
NASDAQ:CELHLong
by Richtv_official
Chart Industries (GTLS) AnalysisCompany Overview: Chart Industries NYSE:GTLS is a leading manufacturer of cryogenic equipment, offering solutions vital for the storage, distribution, and processing of clean energy resources like LNG, hydrogen, and oxygen. The company plays a pivotal role in supporting the global energy transition, addressing the growing demand for sustainable and low-carbon solutions. Key Growth Drivers Innovative Clean Energy Solutions: Hydrogen and LNG Leadership: Chart Industries is at the forefront of clean energy infrastructure, with its cryogenic storage and distribution systems enabling the transition to low-carbon fuels. This expertise positions GTLS to benefit from rising investments in renewable energy and clean fuels. Proprietary IPSMR® Technology: Chart’s IPSMR® liquefaction technology delivers cost-effective and efficient LNG production, making it highly attractive for major energy players. Key adoption includes: Woodside Energy's Louisiana LNG Project: A significant endorsement of GTLS's technology and its potential for broader industry adoption. Global Expansion and Diversified Revenue: ExxonMobil Collaboration: The agreement with ExxonMobil for the Mozambique Rovuma LNG Project expands GTLS's footprint in international markets and diversifies its revenue base. Such collaborations showcase its engineering expertise and align with global energy majors’ transition strategies. Broader Market Reach: Chart’s solutions are gaining recognition across multiple geographies, reinforcing its position as a global leader in cryogenic and energy transition technologies. Alignment with Sustainability Trends: Decarbonization Demand: With growing regulatory and consumer focus on reducing emissions, Chart’s solutions for hydrogen and carbon capture technologies are poised for sustained demand. The company’s portfolio aligns perfectly with long-term sustainability goals globally. Strategic Positioning in Clean Energy Ecosystems: Chart is strategically positioned to serve critical energy sectors, including LNG for power generation, hydrogen for mobility, and oxygen for healthcare and industrial applications. Investment Thesis: Chart Industries is uniquely positioned to benefit from the global clean energy transition, driven by its cutting-edge technologies, strategic partnerships, and alignment with sustainability trends. Its focus on hydrogen, LNG, and carbon capture enhances its long-term growth potential, supported by increasing capital allocation toward clean energy projects worldwide. Bullish Case: Target Price Range: $340.00–$350.00 Entry Range: $180.00–$181.00 Upside Potential: Chart Industries’ advanced solutions and participation in large-scale global projects position it for substantial revenue growth and shareholder value creation in the coming years.
NYSE:GTLSLong
by Richtv_official
NuScale Power Corporation (SMR) AnalysisCompany Overview: NuScale Power Corporation NYSE:SMR is at the forefront of the nuclear energy revolution, leveraging its cutting-edge small modular reactor (SMR) technology to address the growing demand for clean, reliable energy. With the backing of the U.S. Nuclear Regulatory Commission’s (NRC) certification, NuScale holds a strong first-mover advantage in the nuclear energy space, positioning it for significant growth as global efforts to transition to cleaner energy sources accelerate. Key Catalysts: NRC Certification: NuScale is the only SMR company with NRC certification, giving it a significant regulatory and market advantage in deploying its innovative nuclear reactors. Growing Demand for Clean Energy: As countries worldwide commit to reducing carbon emissions, demand for clean nuclear energy is rising. NuScale’s scalable, safe, and cost-effective SMR technology is well-suited to meet this need. Data Center Opportunities: In addition to energy generation, NuScale is exploring applications for its SMRs in the data center industry, offering on-site, scalable power solutions that align with the industry's increasing energy demands. Global Expansion: NuScale's technology appeals to both developed and developing nations as a reliable and safe alternative energy source, with strong international interest in SMR deployment. Investment Outlook: Bullish Outlook: We are bullish on SMR above $10.50-$11.00, reflecting the company’s first-mover status in the nuclear SMR market and its potential to capture significant market share in both energy and data center applications. Upside Potential: Our target range for SMR is $23.00-$24.00, driven by growth in clean energy adoption and increasing demand for scalable power solutions in high-growth sectors like data centers. 🚀 SMR—Pioneering the Future of Clean, Reliable Nuclear Power. #NuclearEnergy #CleanEnergy #SmallModularReactors
NYSE:SMRLong
by Richtv_official
Copper Pulls Back as China Optimism FadesCopper extended the August rebound into autumn and reached three-month highs, helped by the Fed’s jumbo rate cut and massive stimulus from Chinese authorities aiming to prop the economy and the property sector. However the measures do little to address the structural problems and the real estate market is unlikely to return to its former glory, while the lack of follow through on the fiscal front this week caused prior optimism to subside. Furthermore, the Fed has struck a more cautious approach towards further easing and Friday’s strong jobs report supported the reserved commentary. Markets have now priced out previous aggressive bets for 75 bps of cuts this year, aligning with the Fed’s 50 bps projections. Copper pulls back as a result, threatening the EMA200 (black line) and the 50% Fibonacci of the recent recovery. A breach would pause the upside bias, send the non-ferrous metal into the daily Ichimoku Cloud and expose it to the ascending trend line from the August lows. Deeper correction however does not look easy under the current technical and fundamental backdrop. There are still hopes for additional Chinese stimulus (potentially within the weekend), while prospects of US soft-landing and easier monetary policies in major economies can support higher prices. So do the AI boom and the green energy transition. Copper tries to defend the EMA200 that maintains its recovery momentum. This will allow it to push again towards 4.791, but we are cautious around further strength at this stage. Stratos Markets Limited (www.fxcm.com): CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 64% of retail investor accounts lose money when trading CFDs with this provider . You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Stratos Europe Ltd (trading as “FXCM” or “FXCM EU”) (www.fxcm.com): CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 66% of retail investor accounts lose money when trading CFDs with this provider . You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Stratos Trading Pty. Limited (www.fxcm.com): Trading FX/CFDs carries significant risks. FXCM AU (AFSL 309763). Please read the Financial Services Guide, Product Disclosure Statement, Target Market Determination and Terms of Business at www.fxcm.com Stratos Global LLC (www.fxcm.com): Losses can exceed deposits. Any opinions, news, research, analyses, prices, other information, or links to third-party sites contained on this video are provided on an "as-is" basis, as general market commentary and do not constitute investment advice. The market commentary has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and it is therefore not subject to any prohibition on dealing ahead of dissemination. Although this commentary is not produced by an independent source, FXCM takes all sufficient steps to eliminate or prevent any conflicts of interests arising out of the production and dissemination of this communication. The employees of FXCM commit to acting in the clients' best interests and represent their views without misleading, deceiving, or otherwise impairing the clients' ability to make informed investment decisions. For more information about the FXCM's internal organizational and administrative arrangements for the prevention of conflicts, please refer to the Firms' Managing Conflicts Policy. Please ensure that you read and understand our Full Disclaimer and Liability provision concerning the foregoing Information, which can be accessed via FXCM`s website: Stratos Markets Limited clients please see: www.fxcm.com Stratos Europe Ltd clients please see: www.fxcm.com Stratos Trading Pty. Limited clients please see: www.fxcm.com Stratos Global LLC clients please see: www.fxcm.com Past Performance is not an indicator of future results.
FX:COPPERLong
by FXCM
Copper Finds Support at Key Tech LevelsAfter hitting record highs in May, Copper has pulled back and heads towards a losing month, challenging critical tech levels. It has slipped below the EMA200 (black line), into the daily Ichimoku cloud and tests the 38.2% Fibonacci of the advance fromthe 2022 lows. This exposes it to 4.196, but sustained weakness does not look easy, technically nor fundamentally. Copper already defends the pivotal 38.2% Fibonacci and tries to reclaim the EMA200. Successful effort would reaffirm the bullish bias and create prospects for new all-time highs (5.200). The favorable supply-demand dynamics also point to further upside. The market has tightened significantly as key miners lower their activity this year, while consumption is boosted by the AI boom and the clean energy transition. Stratos Markets Limited (www.fxcm.com): CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider . You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Stratos Europe Ltd (trading as “FXCM” or “FXCM EU”), previously FXCM EU Ltd (www.fxcm.com): CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 73% of retail investor accounts lose money when trading CFDs with this provider . You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Stratos Trading Pty. Limited (www.fxcm.com): Trading FX/CFDs carries significant risks. FXCM AU (AFSL 309763). Please read the Financial Services Guide, Product Disclosure Statement, Target Market Determination and Terms of Business at www.fxcm.com Stratos Global LLC (www.fxcm.com): Losses can exceed deposits. Any opinions, news, research, analyses, prices, other information, or links to third-party sites contained on this video are provided on an "as-is" basis, as general market commentary and do not constitute investment advice. The market commentary has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and it is therefore not subject to any prohibition on dealing ahead of dissemination. Although this commentary is not produced by an independent source, FXCM takes all sufficient steps to eliminate or prevent any conflicts of interests arising out of the production and dissemination of this communication. The employees of FXCM commit to acting in the clients' best interests and represent their views without misleading, deceiving, or otherwise impairing the clients' ability to make informed investment decisions. For more information about the FXCM's internal organizational and administrative arrangements for the prevention of conflicts, please refer to the Firms' Managing Conflicts Policy. Please ensure that you read and understand our Full Disclaimer and Liability provision concerning the foregoing Information, which can be accessed via FXCM`s website: Stratos Markets Limited clients please see: www.fxcm.com Stratos Europe Ltd clients please see: www.fxcm.com Stratos Trading Pty. Limited clients please see: www.fxcm.com Stratos Global LLC clients please see: www.fxcm.com Past Performance is not an indicator of future results.
FX:COPPERLong
by FXCM