ZELLIAND’s Post

Our November Energy Dealflow Summary includes 13 startups and companies currently raising funds, particularly interesting for VCs operating in that industry: Windcredible (Portugal, Safe): Urban vertical axis wind turbines Orb Energy (India, Series D): Solar electricity and water heating solutions Energy Absolute PCL (EA) (Thailand, Series): EVs, battery storage, charging stations and renewables generation MAGNOTHERM (Germany, Series A): Cooling systems based on magnetocaloric materials SPML Infra Limited (India, Series): Infrastructure engineering and development Furbnow (UK, Seed): Home energy projects measurable.energy (UK, Series A) Smart plug sockets to avoid power waste AENZA (Peru, Series): Infrastructure engineering projects H2air (France, Series): Operator of solar and wind onshore & offshore assets Noria Energy (USA, Series): Floating solar projects in water reservoirs SYNCRIS (RPSi) (USA, Series A): Technology for seamless power grid integration Open Access Energy Pty Ltd (South Africa, Seed): Platform for seamless energy transactions between independent power producers and municipalities PYDRO (Germany, Pre-Series A): Water network optimization systems and sensors that harvest energy directly from the water flow You can access all the details and the full summary on our page. Good reading!

The installation of solar panel systems is becoming increasingly popular with companies investing in sustainable energy facing questions regarding taxation. The latest legislative changes may significantly impact the return on these investments. 📊 CBO FUERGY, Vladimír Miškovský, explains how companies can effectively adjust to the new tax rules while continuing to optimize their use of solar energy. ☀️ You can read more in the article. #fuergy #solarpanels #solarenergy #sustainabletech #renewables #smartbatterystorage #smartgrid #energyrevolution #ecofriendly

A disappointing assessment from The Wales Net Zero 2035 Challenge Group, whose latest reports omit key opportunities for Wales' renewable energy future. The report on "How could Wales meet energy needs whilst phasing out fossil fuels by 2035?" overlooks both floating offshore wind in the Celtic Sea and tidal stream off Anglesey on the basis that they are unlikely to be deployed before 2035, despite evidence to the contrary. There are at least five floating offshore wind projects in the Celtic Sea expected to be operational by 2035 (three of which in Welsh waters). Additionally, almost 40MW of tidal stream capacity off Anglesey has already secured CfD for deployment by 2029, with more expected to follow annually. Given the report's purpose—to provide independent advice to Welsh Government—this omission is concerning, especially at a time when supportive policy and private investment are crucial for accelerating our transition to renewable energy. Check out all of the The Wales Net Zero 2035 Challenge Group's recently published reports below and let me know your thoughts.

Weekly review of the S&P 500 Index as of Oct 04, 2024. Over the past 3 months, the S&P 500 Index has  grown by +3.1%. However, Utilities (+19.9%) та Real Estate (+14.2%) sectors performed better. Among the industries, the best performers over the period were Independent Power And Renewable Electricity Producers (+42%), and Real Estate Management & Development (+36%). Among the companies, the best performers over the period were GE Vernova (+52%), Vistra (+49%) and Erie Indemnity (+47%). The data in the quarterly reports indicate that an investment in GE Vernova will pay off in 100 years. Vistra in 14 years. And Erie Indemnity in 39 (we are looking at a company’s ability to generate revenue today – everything can change in the future). * We remind you: the above information is not an investment recommendation. After the material was published, the market situation could have changed significantly. You can always get the actual ratings on the: https://Inves.Top. https://lnkd.in/eb4EmC-b

It will be interesting to see if this decision holds-up in next Administration.

𝗔𝗿𝗿𝗮𝘆 𝗕𝗲𝗮𝘁 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲 𝗧𝗼 𝗥𝗲𝗽𝗼𝗿𝘁 $𝟮𝟱𝟲 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗜𝗻 𝗥𝗲𝘃𝗲𝗻𝘂𝗲𝘀 𝗙𝗼𝗿 𝗤𝟮 𝟮𝟬𝟮𝟰: 𝗨𝗦 𝗦𝗼𝗹𝗮𝗿 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗿 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 $𝟰𝟮𝟵 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗜𝗻 𝗡𝗲𝘄 𝗕𝗼𝗼𝗸𝗶𝗻𝗴𝘀, 𝗕𝘂𝘁 𝗢𝗿𝗱𝗲𝗿𝗯𝗼𝗼𝗸 𝗜𝗺𝗽𝗮𝗰𝘁𝗲𝗱 𝗕𝘆 𝗩𝗮𝗿𝗶𝗼𝘂𝘀 𝗙𝗮𝗰𝘁𝗼𝗿𝘀 • Array’s Q2 2024 revenues declined 50% annually due to lower volumes and ASP decline on lower input costs  • Market uncertainty arising out of AD/CVD petitions and new IRA domestic content elective safe harbor are impacting project timelines   • Management has lowered its annual guidance for FY 2024 expecting lower volumes  𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞 𝐬𝐭𝐨𝐫𝐲 𝐡𝐞𝐫𝐞: https://lnkd.in/en7EGJp8 #financialresults #business #ArrayTechnologies

Electricity Authority Te Mana Hiko thankfully you implemented RTP with demand response despatch built in. Now we just need to pay for it, my preference is not to go down the AEMC path but instead just treat DR just like generation and pay on the final price what was ultimately dispatch be it generation, BESS or DR. Unfortunately you continue to fight against DR be treated like generation with some arm waving and economic comments like “Double Dipping” and that generators need the payment to pay for fuel but DR does not as it’s not consuming anything (how do you know what the cost to provide DR it could be alternative fuels for boilers or on-site generators, it definitely is the cost of capital of BESS or thermal storage is installed, or finally it could be the extra energy required to increase production to catch up with DR downtime). The other reasoning is that DR participants can receive additional compensation by holding CFD hedges. But this aspect is outside of the physical market and therefore does not directly drive spot market prices. EA you need to do better and actually produce a consultation paper investigation why not to pay DR for despatch so as that the market can have the economists challenge the premise.

Using photovoltaics brings a range of benefits, but generating electricity also leads to tax obligations for businesses. However, there are ways to avoid these taxes and optimize your energy costs. If you’re interested in fully utilizing the potential of green energy while saving money, you can read more in the article. #fuergy #solarpanels #taxobligations #energycosts #greenenergy #renewables #smartgrid #smartbatterystorage #brAIn #carbonreduction #energysavings

Weekly review of the S&P 500 Index as of Sep 20, 2024. Over the past 3 months, the S&P 500 Index has  grown by +4.3%. However, Real Estate (+17.3%) та Utilities (+16.7%) sectors performed better. Among the industries, the best performers over the period were Real Estate Management & Development (+34%), and Independent Power And Renewable Electricity Producers (+26%). Among the companies, the best performers over the period were Kellanova (+40%), GE Vernova (+39%) and Mohawk Industries (+39%). The data in the quarterly reports indicate that an investment in Kellanova will pay off in 10 years. GE Vernova in 100 years. And Mohawk Industries in 10 (we are looking at a company’s ability to generate revenue today – everything can change in the future). * We remind you: the above information is not an investment recommendation. After the material was published, the market situation could have changed significantly. You can always get the actual ratings on the: https://Inves.Top. https://lnkd.in/dHt7Z5PX

Weekly review of the S&P 500 Index as of Sep 27, 2024. Over the past 3 months, the S&P 500 Index has  grown by +5.0%. However, Utilities (+19.2%) та Real Estate (+16.3%) sectors performed better. Among the industries, the best performers over the period were Real Estate Management & Development (+38%), and Independent Power And Renewable Electricity Producers (+36%). Among the companies, the best performers over the period were GE Vernova (+45%), Builders Firstsource (+40%) and Kellanova (+40%). The data in the quarterly reports indicate that an investment in GE Vernova will pay off in 100 years. Builders Firstsource in 9 years. And Kellanova in 10 (we are looking at a company’s ability to generate revenue today – everything can change in the future). * We remind you: the above information is not an investment recommendation. After the material was published, the market situation could have changed significantly. You can always get the actual ratings on the: https://Inves.Top. https://lnkd.in/dWmrvn3c