Renewable Energy 10 August 2025 - 1 April 2026

SSE PLC Raises FY26 Earnings Guidance as Renewables Output Climbs, Grid Spend Accelerates
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SSE PLC Raises FY26 Earnings Guidance as Renewables Output Climbs, Grid Spend Accelerates

SSE raised the lower end of its full-year earnings guidance to 147–152 pence per share after stronger renewable output and higher network spending. Renewable generation for 2025/26 is expected to reach 14.5 TWh, up 10% year-on-year. Group capital spending stands at about £3.5 billion, with adjusted net debt and hybrid capital just over £10 billion at March 31. Shares were little changed in early trading.
April 2, 2026
BAE Systems plc Confirmed for £95 Million UK Radar Contract as Britain Moves to Unlock Offshore Wind
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BAE Systems plc Confirmed for £95 Million UK Radar Contract as Britain Moves to Unlock Offshore Wind

Britain has awarded BAE Systems a £95 million contract to supply and integrate new air-defence radar systems under the RAF’s NJORD programme, aiming to protect airspace as offshore wind farms expand. The contract was signed on Feb. 26 after a restricted competition and publicly named on March 31. Installation is expected to begin in early 2029. The government has not disclosed the radar type, citing security concerns.
April 1, 2026
Clean Energy Incentives Return as EU Clears Denmark Wind Aid, France Hydrogen Support Amid Energy Price Shock
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Clean Energy Incentives Return as EU Clears Denmark Wind Aid, France Hydrogen Support Amid Energy Price Shock

The European Commission approved a €5 billion Danish aid plan for two offshore wind farms and a French package to support 1 GW of renewable hydrogen, both using long-term contracts. Denmark’s program covers Hesselø and North Sea I Mid, together supplying about a quarter of the country’s electricity. The French plan will fund hydrogen electrolysis projects through three tenders.
March 23, 2026
Nvidia, NextEra, AES Stocks in Focus as AI-Powered Grid Plan Targets Renewable Energy Efficiency
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Nvidia, NextEra, AES Stocks in Focus as AI-Powered Grid Plan Targets Renewable Energy Efficiency

Nvidia and Emerald AI announced a partnership with AES, Constellation, NextEra Energy, and Vistra to build AI data centers that adjust power use in real time, aiming to ease grid-connection delays. Nvidia shares rose $4.32 in early U.S. trading. The companies plan to launch the system commercially this year at Nvidia’s Virginia research center. U.S. power demand is projected to hit new records in 2026 and 2027.
March 23, 2026
ScottishPower CEO blasts UK wind auction rules, jabs Ørsted as customer complaints pile up
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ScottishPower CEO blasts UK wind auction rules, jabs Ørsted as customer complaints pile up

ScottishPower CEO Keith Anderson criticized UK offshore wind auction rules after the company’s East Anglia ONE North project lost out to RWE-backed Dogger Bank South in the government’s latest subsidy round. Anderson warned the rules favor projects without planning consent, raising delivery risks. The government awarded contracts for 8.4 GW of offshore wind in Allocation Round 7.
March 3, 2026
SolarEdge stock slides as UBS trims SEDG target and oil shock jolts markets
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SolarEdge stock slides as UBS trims SEDG target and oil shock jolts markets

SolarEdge shares dropped 3.4% to $39.20 in early New York trading Tuesday, following a sharp selloff in solar stocks as oil prices surged and rate-cut hopes faded. UBS lowered its price target on SolarEdge to $36. The Nasdaq Composite fell about 2% at the open amid concerns over Middle East conflict and inflation. Investors await further company updates at upcoming conferences and first-quarter results expected in early May.
March 3, 2026
First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs
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First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs

First Solar shares fell 13.6% to $210.12 Wednesday after issuing a weaker-than-expected 2026 sales forecast and warning of $125–$135 million in tariff costs. The company cited federal permitting delays and trade friction affecting demand and factory use. First Solar also filed a patent complaint with the U.S. International Trade Commission against several rivals. After-hours, the stock slipped another 0.17%.
February 26, 2026
SolarEdge stock price slips premarket after Mizuho trims target; what SEDG investors watch next
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SolarEdge stock price slips premarket after Mizuho trims target; what SEDG investors watch next

SolarEdge Technologies shares fell about 1% to $37.50 in premarket trading Monday after Mizuho cut its price target to $32, citing weaker European demand and higher costs. The stock had surged 115% over the past year. SolarEdge posted fourth-quarter revenue of $335.4 million and free cash flow of $43.3 million. U.S. equity futures were lower amid renewed tariff uncertainty.
February 23, 2026
SolarEdge stock whipsaws after earnings as outlook puts margins back in focus
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SolarEdge stock whipsaws after earnings as outlook puts margins back in focus

SolarEdge Technologies fell 4.3% to $35.54 Wednesday morning after an early surge, as investors reacted to its quarterly results and outlook. Fourth-quarter revenue slipped 1.4% to $335.4 million, with non-GAAP gross margin rising to 23.3%. The company posted a GAAP net loss of $132.1 million, including a $70.5 million one-time finance expense. SolarEdge guided first-quarter revenue of $290 million to $320 million.
February 18, 2026
Bloom Energy stock price rebounds after 10% slide as CPI cools; Fed minutes next
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Bloom Energy stock price rebounds after 10% slide as CPI cools; Fed minutes next

Bloom Energy shares rose 1.9% to $141.61 Friday afternoon, rebounding after a 10.6% drop the previous session. The stock swung between $131.05 and $144.54 as investors weighed softer U.S. inflation data and shifting rate-cut expectations. Over 13 million shares traded Thursday during a broad tech-led selloff. U.S. markets will close Monday for Washington’s Birthday.
February 13, 2026
Tesla’s next big bet: Hiring surge for Musk’s 100GW U.S. solar plan
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Tesla’s next big bet: Hiring surge for Musk’s 100GW U.S. solar plan

Tesla is recruiting for a planned 100-gigawatt U.S. solar manufacturing chain, aiming to build capacity from raw materials by end-2028, according to executive posts and job ads. Bloomberg reports Tesla is considering new sites and a major Buffalo, New York expansion. New York officials say they have not discussed the plan with Tesla. The company has not disclosed where most of the new capacity would be located.
February 8, 2026
Perovskite - flexible solar cells
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Perovskite Solar ‘Stickers’ Are Almost Here: How Flexible Laminates Could Turn Walls, Cars & Roofs into Power Plants

A flexible perovskite module with WVTR ≈ 5.0 × 10⁻³ g/m²/day retained 84% of its power after 2,000 hours at 85°C/85% RH. Japan is subsidizing Sekisui Chemical to build a 100 MW film-type perovskite plant by 2027. A Chinese startup unveiled a 1.2 m × 1.6 m flexible module rated 260–300 W and weighing 2.04 kg. Several manufacturers have passed IEC reliability tests for flexible perovskite modules.
August 15, 2025
Small Modular Reactors
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Small Modular Reactors: Tiny Nukes, Big Revolution in Clean Energy

NuScale’s 77 MWe SMR became the first design certified by the U.S. NRC in 2020, with a six-module plant planned in Idaho by 2029. China’s HTR-PM began commercial operation in December 2023, while Canada licensed a 300 MWe BWRX-300 at Darlington in April 2025. The UK selected Rolls-Royce SMR for at least three units in June 2025, targeting grid connection in the mid-2030s.
August 11, 2025
Vertical Solar Farms
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Vertical Solar Farms: How Bifacial Panels Are Revolutionizing Solar Energy in 2025

Japan’s Ashikaga City installed a vertical solar farm in May 2024, yielding 5% less rice but selling power to Marubeni. Austria’s 2022 vertical PV plant with 4,500 modules saw only minor damage and no manual cleaning needed. Upfront costs for vertical bifacial systems in Austria reach €200,000 per MW, higher than traditional setups. Japan’s industry group projects 20–30% annual growth for vertical installations in snowy regions.
August 10, 2025