Recent Posts
Bunge (BG) and GDM Form Enerseed to Breed New Oilseed Crops for Low-Carbon Biofuels
Bunge and plant genetics company GDM have formed a joint venture, Enerseed, to develop new oilseed crops grown for biofuel feedstock. Bunge, based in St. Louis, brings its global crushing and processing network and access to fuel buyers. GDM, based in Buenos Aires, brings breeding, trait development and gene-editing work.
The venture will start seed development projects in a few markets first. It may expand as crops and commercial demand mature.
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Diodes (DIOD) Releases Low-Loss Hall Effect Current Sensors for EV Chargers and Charging Stations
Diodes Incorporated has released two automotive-grade Hall effect current sensors, the AHC1724Q and AHC1725Q. They’re aimed at EV onboard chargers and charging stations. Diodes is showing them for the first time at electronica 2026 in Munich this week.
A charger has to measure current constantly to control charging and catch faults. The usual ways to do that either waste power through a shunt resistor or need extra isolation circuitry. These sensors run the current through a copper path with a typical resistance of 1.
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Energy Vault (NRGV) Guides to $600 to $700 Million in 2027 Revenue After a $13 Million Third Quarter
Energy Vault reported third-quarter revenue of $13.1 million on November 10. That’s down about 61% from $33.3 million a year earlier, and it matched what analysts expected. The company told investors in advance that deliveries would land late in the year, and it stuck with full-year 2026 revenue guidance of $290 million to $310 million.
Do the arithmetic and the year looks very back-loaded. The first three quarters add up to about $52 million ($21.
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MasTec (MTZ) Brings Gritt Construction Robots to Its Utility-Scale Solar Sites
MasTec, one of North America’s largest infrastructure contractors, will deploy Gritt’s AI-driven robotic systems across MasTec Renewables solar projects. The two companies announced the partnership on November 10. They also plan to look at other infrastructure work later.
It’s Gritt’s second named construction partner in under three months. Burns & McDonnell signed up in August after a year of field testing.
What the robots actually do Gritt doesn’t build its own machines.
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SolarBridge Launches a US-Built 135 kW Power Conversion System for Commercial Batteries as FEOC Rules Squeeze Imports
SolarBridge Technology has introduced the Golden Gate STC-P135, a 135 kW bidirectional power conversion system (PCS) for commercial and industrial battery storage. It’ll be built in Dallas. Production equipment arrives at the plant this month, and local assembly starts in the first quarter of 2027.
The pitch is mostly about tax credits. Under the foreign entity of concern (FEOC) rules, storage projects that lean on equipment from restricted suppliers can lose federal credits.
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Sunrun (RUN) Lands Captona Preferred Equity for 9,400 Home Solar and Battery Systems
Captona, a North American energy investment firm, has made a preferred equity investment in a portfolio of Sunrun home solar and battery projects. The deal covers 9,400 residential systems in more than 20 states, totaling 74 MW of solar and 110 MWh of battery storage. Terms weren’t disclosed.
Spread over the whole portfolio, that’s about 7.9 kW of solar and 11.7 kWh of storage per project. Not every home in the pool necessarily has a battery, so the averages are rough.
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Envision and ju:niz Add a 442 MWh Battery in Bavaria as TCL SunPower Launches Origin Back-Contact Panels in Europe With a 40-Year Warranty
Two announcements on November 9 cover the two halves of a modern renewable system in Europe: storage to hold the power and panels to make it. Envision Energy and ju:niz Energy agreed a 442 MWh battery project in Bavaria. TCL SunPower opened European orders for Origin, a new line of back-contact solar panels with a 40-year warranty.
A third battery project in Vöhringen The new project, Smareg 13, sits in Vöhringen in Bavaria, next to the Smareg 12 battery that is already running.
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Project Omega Raises 80 Million Dollars to Recycle Spent Nuclear Fuel as Babcock and Wilcox Backlog Hits 2.5 Billion Dollars
Two companies at very different stages of the power business reported on November 9. Project Omega, a startup that wants to recycle used nuclear fuel, raised an $80 million Series A. Babcock & Wilcox, a boiler and power plant builder founded in the 1860s, reported a third quarter in which its backlog grew almost sevenfold on demand from utilities and data centers. One is a bet on what comes next for nuclear waste.
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Oklo Books Reactor Vessel Capacity in North Carolina as Merz Tours Kyoto Fusioneering and the Nuclear Race Turns to Supply Chains
Two nuclear stories this week, one fission and one fusion, ended up being about the same thing. Who makes the heavy hardware, and where.
Oklo reserves forging capacity through 2035 Oklo reported third quarter 2026 results on November 6 and paired them with a manufacturing deal. It will reserve capacity at a planned U.S. Forged Rings campus in Hertford County, North Carolina, for large stainless-steel parts of its Aurora powerhouses: reactor vessels, lids and supporting structures.
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BloombergNEF Tightens Its Tier 1 Energy Storage List for Q4 2026 and Chinese Makers Rush to Announce They Kept Their Place
Every quarter BloombergNEF updates its Tier 1 list of energy storage manufacturers, and every quarter a wave of press releases follows from companies announcing they’re on it. This week brought AlphaESS, saying it made the list for the fifth quarter in a row, CNTE and, a few days earlier, HIZENERGY from Hefei. What’s different this time is that BNEF raised the bar.
What Tier 1 means The list isn’t a quality rating, and it isn’t a ranking of the best batteries.
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