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Carbon-Free Energy: High Demand & Strong Financial Returns #CarbonFreeEnergy #RenewableEnergy #SustainableEnergy #CleanEnergy #EnergyMarket #EnergyInvestment #GeothermalEnergy #EnergyTechnology #GreenEnergy #EnergyFuture

It was a pleasure to speak with David K. Bellman & Mike McGlone on today's Bloomberg Intelligence Energy Exchange Full replay coming tomorrow. Stay tuned. youtu.be/LkhpyCwu2CE

Novel datasets are really cool: it was fun to chat with David K. Bellman about SynMax Energy's use of satellites to track the construction timeline of datacenters. Make sure to listen to the full discussion here. 👇 youtu.be/uAnfa_Pz6Gg?si… #Energy #AI

US Solar Leaders Rebound, Likely Outperforming 2025 Consensus After a bruising 2024 that saw the median US-listed solar peer's revenue slide 21%, our analysis suggests First Solar and Enphase are poised for a sharp rebound, possibly outpacing 2025 consensus by 500-1,000 bps.

#FridayNightMusic I hope everyone had a great week.

Global solar companies registered steep revenue declines in 2024, yet we see a recovery unfolding in 2025-26, with aggregate global sales likely to surpass $200 billion as soon as next year. Read our #solar #energy research on Bloomberg Terminal by running BI SOLRG<GO>

In six years solar power has gone from 3.3% of global late Spring power generation to 10.7%. Data: Ember

Sunnova, one of the largest US rooftop solar companies, filed for bankruptcy in Texas following struggles with mounting debt and diminishing sales prospects by Mark Chediak Will Wade & the team Bloomberg bloomberg.com/news/articles/…