OPAL Fuels Inc.’s Post

🌟 Portfolio Highlights from Aurora Financial Strategies 🌟 • Anson Funds acquired over 5% of Lovesac, potentially driving higher stock returns. • Honeywell’s $1.81B purchase of Air Products’ LNG unit is expected to benefit both companies. #Investing #PortfolioManagement #StockMarket #AuroraFinancial

This morning, on Exelon’s second quarter 2024 earnings call, CEO Calvin Butler and I were pleased to share we delivered another quarter of strong financial results, building the foundation for a solid year of delivering on our full year guidance range. If you missed it, here are some of our top takeaways: • Safety continues to be our top focus. This past quarter, Baltimore Gas and Electric, PECO and Pepco Holdings were in the top decile for safety performance, with PECO improving from second quartile in the first quarter. • We've continued making progress on the regulatory front and expect final orders for ComEd, PECO and Pepco by the end of the year. • Our financial performance for the quarter exceeded expectations. We are maintaining our trajectory towards the midpoint or better of our $2.40 - $2.50 per share full-year earnings range. Want to learn more about our Q2 results? Read here: http://spr.ly/6046cCklw

#AMSC - American Superconductor Corp NASDAQ AMSC Records 52Week High Thursday Morning https://buff.ly/4elVrdK Shares of American Superconductor Corporation (NASDAQ: AMSC) traded at a new 52-week high today and are currently trading at $25.98. So far today, approximately 1.24M shares have been exchanged, as compared to an average 30-day volume of 917.5k shares. American Superconductor Corporation, tog...

Sometimes you get lucky and the big deal announcement is about assets you've been analyzing since before the T pipes were even reversed! Check out our commentary for insight on: 1. Why a combined upstream/midstream business is likely to be more capital efficient (and less environmentally impactful) 2. Why the situation at Transco Station 165 makes owning MVP (at least for a while) strategically important for EQT 3. Which wellhead gathering system we think might be a divestiture candidate https://lnkd.in/gMxekpV8

While natural gas is not new to the heavy-duty trucking industry there is a renewed interest in using it in transportation due to RNGs immediate impact on #GHG emissions and ability get below zero on a well-to-wheel basis. Mike Roeth, Executive Director, North American Council for Freight Efficiency (NACFE), and his team have put together an informative video featuring many industry leaders taking an in-depth look at the challenges and benefits of an RNG powered fleet. Daniel Gage (President TTP), Mike Casteel (former director of fleet procurement for UPS), Eric Bippus (EVP Sales & Systems Development Hexagon Agility), Ashley Remillard (SVP Legal & Government Affairs Hexagon Agility), and Puneet Jhawar (former GM Global and Spark Ignited & Fuel Deliver System Business Cummins) are among those offering valuable insight on the transition to #RNG. Download this guide to make an informed analysis of natural gas #trucks, RNG fuel and cost of ownership for your #heavyduty fleet: https://lnkd.in/grBTHbUW

BP Reports Strong 2Q24 Results with $2.8 Billion Underlying Profit and Significant Shareholder Returns BP has announced a robust financial performance for the second quarter of 2024, highlighting an underlying replacement cost (RC) profit of $2.8 billion. This marks a slight increase from $2.7 billion in the previous quarter and underscores BP’s strong operational cash flow of $8.1 billion and reduced net debt, now at $22.6 billion. Key Highlights: CEO Statement: Murray Auchincloss, BP’s Chief Executive Officer, stated, “Our businesses continue to operate safely and efficiently. The approval of the Kaskida development and the strategic shift in our bioenergy business illustrate our commitment to delivering as a simpler, more focused, and higher-value company. This […] - https://lnkd.in/d7qeeevg #automotive #evs #ev #electricmobility #emobility #ebikes #fleets #evfleet #evnews #autonews #electricvehicles #electricvehicle #automotiveindustry #automotivejobs #cleantech #cleanenergy #hydrogen #lithium #evbattery #sustainability #climatechange #bp #europe #financialresults #london #unitedkingdom

Nel ASA: Exploring a spin-off and separate listing of the Fueling division Nel has initiated a process to explore and prepare for a potential spin-off and separate listing of its Fueling division with the intention to create two independent pure-play companies aiming to become market leaders in their respective fields. "We have seen limited synergies between the Fueling and Electrolyser divisions and believe each business will be better positioned to become market leaders in their respective fields by operating independently,” says Nel’s CEO, Håkon Volldal. One year ago, when Nel presented its fourth quarter 2022 report, the company stated it was considering strategic actions for its Fueling division. Nel is now exploring spinning off the Fueling division as a dividend-in-kind to all existing Nel ASA shareholders and applying for listing of the shares in the separate fueling company on an OSE regulated market during 2024. This will create two streamlined and focused companies that can pursue their individual strategic agendas. Nel will ensure that the independent fueling company will have a sufficient liquidity runway at the time of listing. “The underlying market drivers for electrolysers and hydrogen fueling stations remain strong. We believe that two independent and focused companies represent the structure that maximizes the likelihood of success for each business and therefore long-term shareholder value,” Volldal says. The decision to spin off and separately list the Fueling division has not yet been concluded and no assurances can currently be given that it will be completed. If completed, the shares of Nel (comprising its Electrolyser division) will remain listed on the OSE under the ticker "NEL". #nelhydrogen #fueling

Happy 25th Birthday to the UK’s On-the-day Commodity Market (OCM)! Europe’s first spot gas trading market and balancing tool for the System Operator. On 30th September 1999 the OCM opened at noon for day ahead (D-1) trading for the start of the 1 October gas year. Designed as a replacement for Transco’s Flexibility Mechanism, it was an integral part of Ofgem’s Reform of Gas Trading Arrangements (RGTA) following the earlier implementation of the UK Network Code and the pioneering #NBP. The #OCM was operated by EnMO, a joint venture between National Grid and Altra Energy Technologies Ltd following a competitive tender at the time. EnMO was later acquired by APX-ENDEX and then morphed through other iterations before ending up under the safe guardianship of ICE. (Interesting side note - ICE were one of the unsuccessful bidders at the time, as well as OM Technologies - prior to the Nasdaq acquisition). One of the main elements of the OCM are that the trades conducted form the key average and marginal prices of #SAP and #SMP. It was my job to lead the design and industry negotiation of the #OCM, through the business principles and rules as well as the selection of EnMO and its ultimate go live and operations. I am enormously proud of this accomplishment but the fact that the OCM remains largely unchanged from that day 25 years ago (with Physical, Locational and Title trades!) is largely down to the innovative cross market colleagues that I was fortunate to work with - too many to list here but the legendary Brian Withington deserves special mention, as well as Pieter Verberne, David Peniket, Chris Train OBE and the late great Mark Sutton. Here’s to another 25 years of quiet success and groundbreaking achievements.

I will be speaking at the Platts Global Power Markets™ Conference by Electric Power by S&P Global Commodity Insights. Join my discussion for "Power Markets in a Decarbonized World" this April!   Look forward to meeting you at #SPGPM in #vegas! #powersector #powergrid

As 2024 progresses, it is essential for lenders to closely monitor changes in fossil fuel usage and the gradual acceptance of electric vehicles (EVs). These elements have major repercussions for financial planning, underscoring the importance of thorough market research and agile responses to new trends. Discover more in the latest Hilco Global Smarter Perspective: https://lnkd.in/gG7VkDgS #FossilFuel #Energy #GreenEnergy #HilcoGlobal #EV