Browsing Tag
Siemens Energy
27 posts
Babcock & Wilcox raised $230m at $18.50. Its $50m buyback can now reverse 44% of those new shares
Babcock & Wilcox sold 12.43 million shares at $18.50 in May. With BW near $9.19, the authorised $50 million buyback could retire about 5.44 million shares, but AI-project working capital makes the timing more complicated.
Babcock & Wilcox secures 1GW of Siemens Energy turbines as $14bn AI power pipeline faces conversion test
Babcock & Wilcox has moved to secure another 1GW of Siemens Energy steam turbines for future data-center power projects after its Base Electron contract helped drive a 130% quarterly revenue surge. The strategy could create a speed-to-market advantage, but the next 1GW is being positioned against opportunities that remain outside contracted backlog.
Siemens Energy delivers record Q3 as orders hit €17.9bn and Gamesa returns to profit for the first time since 2022
Siemens Energy posts record Q3 orders of €17.9bn and Gamesa's first profit since 2022, with a 25 August board meeting weighing a possible industrial spinoff.
Aecon wins C$1.7bn Greenlight power contract for Alberta AI data centre
Aecon has won a C$1.7 billion Alberta AI data centre power contract. Explore the backlog boost, fixed-price risks and key milestones ahead.
SuedLink HVDC project: Why Germany’s 4GW underground power corridor matters in 2026
SuedLink is one of Germany’s largest energy transition infrastructure projects, creating a roughly 700km underground HVDC corridor to move 4GW of renewable electricity between northern generation centres and industrial demand regions in Bavaria and Baden-Württemberg.
50Hertz awards North Sea Connector 2 HVDC project to Siemens Energy and NSORe
Siemens Energy wins a 2 GW North Sea grid contract from 50Hertz. Explore the €2.5 billion opportunity, 2034 timeline and execution risks. Read more.
Amazon signs 600 MW Gennaker PPA, putting €3.1bn Baltic wind farm on construction path
Amazon’s 600 MW Gennaker PPA could unlock Germany’s largest Baltic Sea wind farm. Explore the financing, supply chain and risks shaping construction now.
A-Nord HVDC project: Why Germany’s 2GW wind power corridor matters in 2026
A-Nord is one of Germany’s most important grid expansion projects, linking Emden in Lower Saxony with Osterath in North Rhine-Westphalia through a 2GW underground HVDC corridor designed to move wind power from the north to industrial demand centres in the west.
Thor offshore wind farm : RWE delivers electricity to Danish grid ahead of 2027 commercial operation target
RWE AG's 1.1 GW Thor offshore wind farm delivers first power to Denmark's grid. What does the milestone mean for RWEG investors? Read the full analysis.
Fermi Inc. (NASDAQ: FRMI) moves to expand Project Matador to 17GW as private grid strategy targets AI power demand
Fermi Inc. plans a new permit to expand Project Matador to 17GW of private power in Texas. Find out why hyperscalers and AI infrastructure demand are driving the move.