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Renewable Energy 23 December 2025 - 2 January 2026

Siemens Energy rebuffs wind spin-off call as Siemens targets 200,000 U.S. electricians by 2030

Siemens Energy rebuffs wind spin-off call as Siemens targets 200,000 U.S. electricians by 2030

Siemens Energy has rejected pressure from activist investor Ananym Capital to spin off its loss-making wind turbine business Siemens Gamesa, the Financial Times reported, sticking with a plan to restore the unit’s profitability. The newspaper said Siemens Energy is targeting a 3% to 5% operating margin — profit from core operations as a share of sales — for Gamesa by 2028. Financial Times The standoff lands as demand for gas turbines and power-grid equipment keeps climbing, pushing Siemens Energy and its rivals deeper into multi-year investment cycles. Siemens Energy said in November it plans to return up to 10 billion euros to shareholders by the end of 2028, a move it tied to what it called booming demand for power infrastructure. Reuters
2 January 2026
Bahrain breaks ground on 100MW Al Dur solar plant as it chases 2035 renewables target

Bahrain breaks ground on 100MW Al Dur solar plant as it chases 2035 renewables target

Bahrain’s Electricity and Water Authority has begun building a 100-megawatt solar photovoltaic power plant at Al Dur, targeting completion in the third quarter of 2026, PV Tech reported. PV Tech The plant is designed to add 100 MW of capacity using about 135,000 solar panels spread across two adjacent sites covering roughly 830,000 square metres, according to EWA. EWA said the project supports Bahrain’s National Energy Strategy target of getting renewables to 20% of the overall energy mix by 2035. Electricity and Water Authority
31 December 2025
Trump offshore wind freeze heads to court as judge seeks classified evidence in Dominion case

Trump offshore wind freeze heads to court as judge seeks classified evidence in Dominion case

A U.S. federal judge in Virginia has delayed Dominion Energy’s bid to quickly restart offshore construction on its Coastal Virginia Offshore Wind project, as the court seeks access to classified material the Trump administration says underpins its stop-work order. The next hearing is set for Jan. 16, after the judge directed the government to submit the classified information to the court by Jan. 9 and to say by Dec. 31 whether it would share that material with Dominion’s security-cleared lawyers. Maritime Executive The case has become an early legal test of President Donald Trump’s crackdown on offshore wind, after the administration suspended leases on Dec. 22 for five major projects under construction along the U.S. East Coast. The Interior Department said turbine blades and towers can interfere with radar systems and create national security risks, and the freeze hit projects tied to developers including Orsted, Avangrid and Copenhagen Infrastructure Partners, Dominion Energy and Equinor. Reuters
31 December 2025
Plug Power (PLUG) stock slips below $2 as revenue target and dilution vote loom

Plug Power (PLUG) stock slips below $2 as revenue target and dilution vote loom

NEW YORK, December 30, 2025, 02:22 ET — Market closed Plug Power shares fell 4.83% to close at $1.97 on Monday, extending a two-day slide as the Nasdaq Composite slipped 0.50%. Trading volume was 72.2 million shares, below the stock’s 50-day average of 106.7 million, and the move lagged peer Ballard Power Systems which fell 2.28%. MarketWatch
Trump offshore wind pause sparks governors’ push for classified briefing and restart

Trump offshore wind pause sparks governors’ push for classified briefing and restart

Governors in four Northeastern states are pressing the Trump administration to lift its stop-work orders on five offshore wind farms and to provide a classified briefing on the national security claims behind the move, according to CT Insider and Nantucket Current. The dispute matters now because the projects are already under construction and are expected to deliver large blocks of new electricity to states that have been counting on offshore wind to bolster supply and meet clean-energy goals.
GE Vernova Stock (GEV) Weekend Outlook: Data-Center Turbine Demand in Focus, New Wind Deal, and Analyst Targets Ahead of Monday’s Open

GE Vernova Stock (GEV) Weekend Outlook: Data-Center Turbine Demand in Focus, New Wind Deal, and Analyst Targets Ahead of Monday’s Open

NEW YORK, Dec. 27, 2025, 11:15 a.m. ET — Market closed GE Vernova Inc. heads into the weekend with investors weighing fresh headlines about surging “bridge power” demand from AI data centers against the realities of long equipment lead times—and a valuation that leaves little room for disappointment.
Plug Power (PLUG) Stock Update: Latest News, Analyst Forecasts, and What to Watch Before the Next Market Session

Plug Power (PLUG) Stock Update: Latest News, Analyst Forecasts, and What to Watch Before the Next Market Session

As of 2:52 a.m. ET in New York on Saturday, December 27, 2025, U.S. stock markets are closed. With the NYSE and Nasdaq closed on weekends and regular trading typically running 9:30 a.m. to 4:00 p.m. ET, the next chance for price discovery will be the next normal session. Nasdaq+1 Plug Power Inc. finished the last trading session on Friday, Dec. 26 at $2.07, down 1.43% on the day—while broader markets drifted slightly lower in thin, post-holiday trading. MarketWatch+2Reuters+2
Plug Power Stock (NASDAQ: PLUG) Today: Price Action, Latest News, Analyst Forecasts, and What Investors Are Watching Into the Close

Plug Power Stock (NASDAQ: PLUG) Today: Price Action, Latest News, Analyst Forecasts, and What Investors Are Watching Into the Close

New York — Friday, December 26, 2025.Plug Power Inc. is trading in a thin post‑Christmas session with U.S. indexes hovering near record levels, a backdrop that can make single‑stock moves feel louder than usual. As of early afternoon in New York, PLUG is around $2.10, down fractionally on the day, with the broader market only slightly softer. AP News That “quiet tape” matters for Plug Power because the stock remains a high‑volatility, high‑debate name in the energy transition universe: big long‑term market potential, but a capital‑intensive business model still working toward durable margins and cash flow. Below is what’s moving the story now—plus the key dates and catalysts investors are likely to focus on before the next session.
Sunrun Stock (NASDAQ: RUN) News Today: NRG Texas Virtual Power Plant Deal, Tax-Credit Deadline, and Analyst Targets as Markets Rally

Sunrun Stock (NASDAQ: RUN) News Today: NRG Texas Virtual Power Plant Deal, Tax-Credit Deadline, and Analyst Targets as Markets Rally

New York — Friday, December 26, 2025. Sunrun Inc. stock is trading in the middle of a deceptively important moment for U.S. equities: the market is open for a full post‑Christmas session, volumes are typically thinner, major indexes are near record territory, and investors are rapidly repricing what “lower rates” might mean for 2026. AP News
First Solar Stock (FSLR) Swings After Alphabet-Intersect Deal: Latest News, Analyst Forecasts, and What Investors Are Watching on Dec. 24, 2025

First Solar Stock (FSLR) Swings After Alphabet-Intersect Deal: Latest News, Analyst Forecasts, and What Investors Are Watching on Dec. 24, 2025

First Solar, Inc. is ending 2025 as one of the clean-energy market’s most watched names—thanks to a sharp two-day price swing, fresh “AI power” headlines, and a steady drumbeat of policy-driven catalysts. On the tape, the story is simple: a pop to a new high, followed by a fast pullback. First Solar shares closed at $284.59 on Dec. 22, then fell to $269.39 on Dec. 23, after setting an intraday high near $285.99. First Solar Investor Relations+2StockAnalysis+2
Union Bank Home Loan Rate Cut to 7.15%: Retail Borrowers Get Relief as Vikran Engineering Bags ₹2,035 Crore Solar EPC Order

Union Bank Home Loan Rate Cut to 7.15%: Retail Borrowers Get Relief as Vikran Engineering Bags ₹2,035 Crore Solar EPC Order

New Delhi/Mumbai — December 24, 2025: India’s year-end lending cycle is delivering a one-two punch of consumer relief and market momentum. Union Bank of India has lowered interest rates across key retail loan products—home, vehicle and personal loans—while Vikran Engineering has landed a marquee solar EPC order in Maharashtra that is already reverberating through the stock market. Business Standard+2Moneycontrol+2 The two updates are tied together by the same macro backdrop: a softer rate environment after the Reserve Bank of India cut the repo rate to 5.25% on December 5, 2025, extending a broader easing cycle that banks are now passing on—selectively and competitively—to borrowers. Reuters+1
Dominion Energy Stock (NYSE: D) Rebounds on Dec. 23, 2025: Offshore Wind Pause, CVOW Outlook, and Analyst Forecasts

Dominion Energy Stock (NYSE: D) Rebounds on Dec. 23, 2025: Offshore Wind Pause, CVOW Outlook, and Analyst Forecasts

Dominion Energy, Inc. is back in the spotlight on Tuesday, December 23, 2025, after a sharp, policy-driven selloff tied to offshore wind — and a partial rebound as investors weigh how “temporary” the disruption may be. By late U.S. trading, Dominion Energy stock traded around $58.18, up about 1.7% on the day, as volume ran above 5 million shares.
Daqo New Energy (DQ) Stock Drops on Dec. 23, 2025: Today’s News, Analyst Forecasts, and the Key Polysilicon Drivers to Watch

Daqo New Energy (DQ) Stock Drops on Dec. 23, 2025: Today’s News, Analyst Forecasts, and the Key Polysilicon Drivers to Watch

Daqo New Energy Corp. is sliding on Tuesday, December 23, 2025, with shares down roughly 5% in intraday trading. MarketBeat reported DQ fell as low as the low-$31 range after closing at $33.12 in the prior session, with trading volume notably below its typical daily pace. MarketBeat So what’s going on with Daqo New Energy stock today, what are analysts forecasting next, and what macro signals matter most for a company whose fortunes are tightly tied to polysilicon pricing and the health of the solar supply chain?
First Solar Stock News Today (Dec. 23, 2025): Why FSLR Pulled Back After Fresh Highs, and What Analysts Forecast Next

First Solar Stock News Today (Dec. 23, 2025): Why FSLR Pulled Back After Fresh Highs, and What Analysts Forecast Next

First Solar, Inc. is having one of those “two-step” trading weeks that markets love to choreograph: a sharp rally to new highs, followed by an equally sharp pullback. On Tuesday, Dec. 23, 2025, First Solar stock traded around $267, down about 6% on the session after opening above $280 and swinging through a wide intraday range. The move follows Monday’s surge that helped push shares to fresh 52-week highs in the low-to-mid $280s. Barron's+1
First Solar Stock (FSLR) Hits New 52-Week High After Alphabet’s Intersect Power Deal — Latest News, Forecasts, and What Analysts See Next (Dec. 23, 2025)

First Solar Stock (FSLR) Hits New 52-Week High After Alphabet’s Intersect Power Deal — Latest News, Forecasts, and What Analysts See Next (Dec. 23, 2025)

First Solar, Inc. is back in the spotlight on December 23, 2025, after a sharp rally pushed the U.S. solar manufacturer to a fresh 52-week high. Shares closed at $284.59 on Monday after trading as high as $285.99, and were indicated modestly higher in early Tuesday trading. StockAnalysis+2StockAnalysis+2 The immediate catalyst wasn’t a new First Solar earnings release or a surprise contract announcement from Tempe. Instead, the market’s attention snapped to Alphabet’s agreement to buy clean energy developer Intersect Power—a company that has previously signed major module supply agreements with First Solar. The deal has reignited the “AI power demand meets utility-scale solar” narrative that has been quietly rebuilding under the surface all year. Reuters+1
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Stock Market Today

  • Take-Two (TTWO) jumps 6.9% as GTA VI preorders seen adding $240M-$360M in revenue
    July 4, 2026, 1:11 PM EDT. Shares of Take-Two Interactive (NASDAQ:TTWO) climbed 6.9% during the holiday-shortened week, outpacing both the Nasdaq Composite and S&P 500. BTIG said Grand Theft Auto VI preorders could mean $240 million to $360 million more in gross player spending, assuming 12 million to 18 million buy the $99.99 Ultimate Edition instead of the standard $79.99 version. The early numbers help back Take-Two's fiscal 2027 forecast for $8.0-$8.2 billion in net bookings, an increase of around 20% from the previous year, with much of that driven by GTA VI. The $240M-$360M forecast is before any cuts from platforms or retailers. Actual sales numbers haven't been released, so the share move is based on some channel checks.
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