ChargePoint Holdings Inc (CHPT) Q4 2026 Earnings Call Transcript
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales. Adjusted EBITDA loss narrowed to $22 million, yet management pushed the breakeven target beyond the current year due to project delays and the looming expiration of U.S. EV tax credits. The firm also highlighted progress on its Eaton partnership, which introduced a new DC express charger and bidirectional home‑charging solution aimed at expanding margins and European growth.
Are Flex-Fuel Vehicles Making a Comeback?
Chevrolet is re‑launching flex‑fuel vehicles (FFVs) equipped with a 1.3‑liter engine, marking the first standard‑fit FFVs since 2026. The Renewable Fuels Association (RFA) highlights California’s dominant E85 market and urges other OEMs, including Toyota and Honda, to follow suit. Nationwide...
Schneider Electric Concludes Sustainability Impact 2021-2025 Program with 8.86/10 Score
Schneider Electric released its 2025 extra‑financial results, closing the 2021‑2025 Schneider Sustainability Impact (SSI) program with an overall rating of 8.86 out of 10. The initiative delivered 862 million tonnes of avoided CO₂ emissions, a 56 % cut in supplier emissions, and...
Scanifly Is Official Design Platform for CertainTeed’s SunStyle Solar Roof
Scanifly has been appointed the official design platform for CertainTeed’s premium SunStyle solar roof systems. The new SunStyle Designer lets contractors create 3‑D layouts, generate real‑time production estimates, and export full installation reports across Scanifly’s remote and drone‑based environments. Automated...
Google Data Center in Minnesota Would Be Powered by Wind, Energy Storage
Google has signed an electric service agreement with Minnesota Power to power its planned 700‑MW data center in Hermantown using 300 MW of wind generation and 400 MW of battery storage. The deal operates under Minnesota’s regulated rate structure, ensuring existing customers...
March 2026: The Extreme Solar Construction Issue
ELITE Solar unveiled a $115 million solar cell and panel factory in Egypt’s Suez Canal Economic Zone, completing construction in under 12 months. The Middle East’s low‑tariff environment and rapid build‑out contrast sharply with the United States, where projects like Q‑cells’ Georgia...
How a California Desalination Plant Could Ease Water Shortages on the Colorado River
San Diego County Water Authority approved a memorandum to sell up to 10,000 acre‑feet of its Colorado River allocation to Arizona and Nevada, generating revenue to expand the Carlsbad desalination plant. The deal would mark the first interstate transfer of...
Organic Valley, Stonyfield Organic, UNFI, and Whole Foods Market Team in Value Chain Climate Initiative for US Organic Dairy
Organic Valley has partnered with Stonyfield Organic, UNFI and Whole Foods Market to launch Verified Impact Units (VIUs) that fund carbon‑insetting projects on U.S. organic dairy farms. The initiative creates a transparent, third‑party verified system for measuring and reducing greenhouse‑gas...
IDB Invest Approves Financing for Genneia to Strengthen Argentina’s Energy Security
IDB Invest is committing up to $185 million to Genneia S.A. to develop four solar parks and 40 MW of battery storage across Argentina. The solar projects total 340 MW, with sites in Mendoza, San Juan and Buenos Aires, while the battery system will connect...
IDB Invest Approves Financing for Genneia to Strengthen Argentina’s Energy Security
IDB Invest is extending up to $185 million in financing to Argentine renewable leader Genneia to develop four solar parks and a 40 MW battery storage system. The solar projects total 340 MW across Mendoza, San Juan and Buenos Aires provinces, while the battery will...
Macquarie Partners with KINX & Gabia for South Korean Data Center Build-Out
Macquarie Asset Management’s Asia‑Pacific Infrastructure Fund 4 has teamed with South Korean IT firm Gabia and its network subsidiary KINX to launch a $420 million hyperscale data‑center venture. The joint‑venture will initially build a 40 MW facility in Ansan, Seoul, and aims to...
Google Files for Fifth Data Center at Midlothian Campus in Texas
Google, via shell company Sharka LLC, filed to build a fifth data center on its Midlothian, Texas campus. The $880 million project will span 288,000 sq ft and is slated for completion by February 24, 2027. This addition follows a $100 million fourth building announced in...
It’s Lights Out for Washington Legislature’s Effort to Regulate Data Centers
Washington state lawmakers let House Bill 2515 die, ending a broad attempt to regulate data centers. The bill would have imposed extra utility charges, mandated clean‑energy compliance, and required power curtailments during grid peaks, potentially raising $30 million annually for low‑income...
Exeter Housing Estate Runs on Renewable Gas
A 19‑home estate in Exeter’s Seaward Park became the UK’s first residential development to run entirely on renewable liquid petroleum gas (bioLPG) in December 2025. The switch cuts carbon emissions by up to 80% compared with conventional LPG while allowing...
Pesa Secures Research Funding for Hydrogen Rail Vehicle
Polish trainmaker Pesa secured Zloty 36 million from the National Recovery and Resilience Plan, part of a Zloty 108 million project to build a bi‑mode hydrogen‑electric passenger demonstrator. The vehicle will feature a pantograph, hydrogen fuel cells, batteries and an intelligent control system that...
No Clean Grid…no Green Hydrogen
Researchers at the University of Sheffield warn that green hydrogen’s environmental benefits depend on decarbonising national power grids. Their Nature Communications Sustainability study modeled 20 production and transport scenarios across 14 countries from 2023 to 2050, comparing electrolysis and biomass...
Haryana Budget 2026-27 : ₹2.23 Lakh Crore, Agniveer Quota, Agri Power Discom.
Haryana unveiled a ₹2.23 lakh‑crore budget for 2026‑27, with debt servicing consuming 29.2 percent of outlays. The state will create a dedicated agricultural power distribution company to supply uninterrupted electricity to over 7 lakh farmers. A 20 percent reservation for Agniveer veterans in the...
Brooklyn Project Shows Feasibility of Using Geothermal in Dense Urban Areas
Developer LCOR completed the 1515 Surf Avenue mixed‑use project in Coney Island, installing New York City’s largest district‑scale geothermal system. The 400,000‑sq‑ft development, with 460 residential units, relied on $4.52 million in public incentives and a 30 % federal tax credit to offset...
Utility Portland General Electric Finalises Agreements for 1GW Renewables and BESS
Portland General Electric (PGE) has sealed agreements for more than 1,015 MW of new renewable generation and battery energy storage systems in Oregon, marking the utility’s largest clean‑energy acquisition to date. The portfolio comprises 650 MW of battery storage and 365 MW of...
Puerto Rico: Polaris Renewable Energy Receives Approval for 71.4MW BESS Projects
Polaris Renewable Energy has secured approval from the PREPA Governing Board for a 71.4 MW battery energy storage system (BESS) at its Punta Lima wind farm. The project, split into two 35.7 MW units, is slated to begin commercial operation in the third...
Aventus Wins Inch Cape Foundations Deal
British renewable contractor Aventus Energy has been awarded a year‑long, multi‑million‑pound contract by Inch Cape Offshore to complete foundation activities for the 1 GW Inch Cape offshore wind farm off the Angus coast. The work, the largest single award for Aventus to date,...
Can We Turn Captured C02 Into Stone?
Researchers at the University of Edinburgh used natural isotopic fingerprints to verify that CO₂ injected at Iceland’s Carbfix site permanently mineralises into solid carbonate minerals within basaltic rock. The method tracks the gas without adding artificial tracers, offering a low‑intervention...
UK: Grid-Forming Batteries Miss Out in System Stability Tender as Synchronous Condensers, Gas Get Contracts
The UK National Energy System Operator (NESO) concluded its second‑round Stability Market auction without awarding any contracts to grid‑forming battery energy storage systems (BESS). Synchronous condensers and open‑cycle gas turbines secured 7.3 GVAs of contracts, while all BESS proposals failed the...
Are Data Centers Driving up Utility Costs? (Episode 27)
Utility electricity rates in the U.S. have risen faster than inflation since 2022, driven primarily by higher natural‑gas prices, pandemic‑induced residential demand, and under‑invested transmission infrastructure. While data centers add load in specific markets, they do not align with the...
PEM to Develop Hydrogen Infrastructure for Mining Sector
The Production Engineering of E‑Mobility Components (PEM) chair at RWTH Aachen launched the three‑year DigHy project, backed by €1.1 million from Germany’s Federal Ministry for Research, Technology and Space. The initiative aims to build a digital, scalable hydrogen infrastructure for the...
Schletter Installs Mounting at ‘Earthquake-Prone’ Italian Solar PV Site
Schletter Group installed its FS Duo steel mounting system at a 96 MWp solar PV farm near Udine, Italy, deploying 156,700 modules. The two‑post design stacks three modules vertically, boosting land‑use efficiency while delivering high structural stability. Driven hot‑dip galvanized steel...
Toyota and Stellantis Withdraw From CO₂ Pool with Tesla
Toyota and Stellantis announced they will leave the EU‑wide “Tesla CO₂ pool” starting in 2026, removing two of Tesla’s biggest financial contributors. The pool lets manufacturers pool emissions to meet EU targets, with high‑EV makers offsetting higher‑emission brands. Toyota expects...
Turbines on Farmland Can Help Not Hinder Nature
Wind turbines sited on agricultural land occupy a modest 15‑25 metre concrete base, leaving the majority of the field available for crops or livestock. UK planning rules require acoustic assessments, and measured noise typically matches rural background levels. Ecological surveys and...
Valorization of Plastic Waste Into Hydrogen: Ni–Co/Al2O3–ZrO2 Nanocatalyst for Efficient Steam Reforming of Low‐Density Polyethylene (LDPE)
Researchers demonstrated a solvent‑assisted steam reforming process that converts low‑density polyethylene into hydrogen using a 20 wt % Ni–Co/Al₂O₃–ZrO₂ nanocatalyst. By dispersing LDPE in ethylene glycol, the method achieved 95 % feed conversion and a 92.7 % hydrogen yield under optimal conditions (S/C 9, 500 °C,...
Greenvolt and Reel Partner on 157MW Project
Greenvolt Power and Danish trader Reel have formed a strategic partnership to optimise the 157 MW Høegholm hybrid solar‑and‑battery project in Denmark. The site combines 97.36 MW of PV with a 60 MW/120 MWh battery storage system, slated for PV commissioning in Q1 2026 and...
Diamine Grafting of Pyrazole‐Based MOF‐303 for Diluted‐Source CO2 Capture
Researchers grafted ethylenediamine onto the pyrazole‑based MOF‑303 via pyrazole deprotonation, creating the amine‑functionalized MOF‑303#EDA. The material captures 0.71 mmol g⁻¹ CO₂ at 298 K and 450 ppm, and reaches 2.5 mmol g⁻¹ at 0.15 bar. Breakthrough experiments demonstrate stable cyclic performance, confirming its suitability for point‑source capture....
Ocean Winds Signs Celtic Sea Lease
Ocean Winds, the 50‑50 joint venture of EDPR and ENGIE, has signed a lease with The Crown Estate for a floating offshore wind site in the Celtic Sea, marking the third Round 5 lease awarded. The development is planned in phases...
Atomic‐level Geometric Engineering Modulating D‐s Hybridization of Ordered RuGa Intermetallic for Efficient Hydrogen Electrocatalysis
Researchers introduced an atomically ordered RuGa intermetallic that deliberately disrupts ruthenium’s geometric symmetry, weakening its hydrogen binding strength. This geometric engineering yields a catalyst that outperforms conventional Ru/C in both hydrogen oxidation (HOR) and evolution (HER), delivering a 1.02 mA cm⁻² exchange...
‘The Market Design Must Evolve’: Eku Energy on Energy Storage in Australia’s NEM
Eku Energy warned that Australia’s National Electricity Market (NEM) must redesign its rules to fully integrate large‑scale energy storage. The utility highlighted bottlenecks in price signals, scarcity pricing, and ancillary service markets that discourage storage investment. It called for clearer...
Australia’s Cheaper Home Batteries Program Surpasses 6.3GWh Installations
Australia’s Cheaper Home Batteries Program has crossed the 250,000‑installation milestone, delivering roughly 6.3 GWh of distributed storage across homes, small businesses and community sites. Launched in July 2025, the scheme offers about a 30 % upfront rebate via the Small‑scale Technology Certificate mechanism....
PODCAST: Ireland's Grid Problem
John Reilly, head of renewables at Bord na Móna, warned that rising dispatch‑down levels are forcing about 30 % curtailment on Irish on‑shore wind sites, weakening the business case for new projects. The de‑commissioning of the 6.5 MW Bellacorick farm clears the...
Understanding U-Value: The Foundation of Energy-Efficient Envelopes
The article explains that a building's envelope acts as a thermal regulator, and its performance hinges on the thermal transmittance, or U‑Value. U‑Value quantifies heat flow per square meter per degree Kelvin, linking directly to insulation quality. The piece outlines...
From Fundamental Understanding to Modification Strategies of Cobalt Molybdates in Electrocatalytic Oxygen Evolution Reaction
The review examines cobalt molybdate (CoMoO4) as a non‑noble metal catalyst for the oxygen evolution reaction (OER), highlighting its abundant resources, bimetallic synergy, and structural flexibility. It contrasts the adsorbate evolution mechanism with the lattice‑oxygen participation mechanism, showing how Mo⁶⁺...
Queensland LNP Adds Four-Hour Bundaberg Big Battery to Proposed Call-In List
Queensland’s planning minister Jarrod Bleijie has issued a call‑in notice for Iberdrola Australia’s up‑to‑500 MW Bundaberg Regional Battery after more than ten community and council requests raised safety, environmental and site‑suitability concerns. The council failed to issue a statutory decision, prompting...
New Berkshire Hathaway CEO Ignores Financial Risks of Fossil Fuels in First Letter to Shareholders
Greg Abel, the new CEO of Berkshire Hathaway, used his first shareholder letter to stress rising electricity demand and wildfire threats, while declaring the CEO also serves as chief risk officer. He did not address how Berkshire’s extensive fossil‑fuel holdings,...
Windy February Sets New Generation Records, Big Batteries Put the Squeeze on Gas
Australian NEM closed the summer of 2025‑26 with February 2026 wind generation records across all states except Tasmania and Victoria. Queensland posted a record 508,780 MWh, while Western Australia’s Warradarge farm led with a 60.5% capacity factor. Big utility‑scale batteries discharged 245 GWh,...
Green Fertiliser Startup PlasmaLeap Lands $28 Million Series A
Australian startup PlasmaLeap Technologies has closed a $28 million Series A round, co‑led by the Gates Foundation, Investible and Yara Growth Ventures. The funding will finance the rollout of modular, zero‑emission reactors that synthesize ammonia and nitrate using air, water and renewable...
Australian Renewables Pipeline “Running Laps” Around Net Zero Targets. It’s the Pace that Is Lacking
Australia’s renewable pipeline now totals roughly 670 GW – more than three times the 200 GW extra capacity required for its 2050 net‑zero target – but the speed of project delivery is lagging. The bulk of the pipeline consists of onshore wind,...
Ferries Emit ‘More Sulphur Pollution than Cars’ in Several EU Capitals
A Transport & Environment analysis shows ferries emit more sulphur oxides (SOx) than cars in 13 of Europe’s 15 largest port cities, including Dublin, Helsinki, Stockholm and Tallinn. The ageing fleet of nearly 2,000 ferries is a hidden source of...
Construction Firm Locked in to Deliver Two Big Solar and Battery Projects in the Sunshine State
Edify Energy announced DT Infrastructure as the preferred EPC contractor for two Queensland renewable projects: the 600 MW Smoky Creek & Guthrie’s Gap solar farm with 2,400 MWh storage, and the 300 MW Ganymirra & Majors Creek solar farm with 1,200 MWh storage. Together the sites...
Align AI Adoption with Climate Goals
AI adoption is rapidly expanding across supply chains, yet sustainability considerations remain marginal. APQC reports that only 30% of AI initiatives factor in environmental impact, despite most firms targeting Net Zero by a median of 2040. Energy consumption is split...
Switch Maritime, Incat Crowther Hydrogen Fuel Cell-Electric Ferry Hits Design Stage
Switch Maritime and Incat Crowther have entered the detailed design phase for New York’s first hydrogen fuel‑cell‑electric ferry. The 28‑meter vessel will carry 150 passengers at 25 knots, powered by 720 kg of compressed hydrogen, offering a full‑day range without shore‑side charging....
Keeping Cool: CHP Systems and Absorption Chillers Are a Winning Combo for Data Center Developers
Data center demand is exploding as AI and cloud workloads grow, putting pressure on power and cooling infrastructure. Microgrids that pair Combined Heat and Power (CHP) systems with absorption chillers shift cooling loads from electricity to waste heat, dramatically lowering...
German-Norwegian Partnership Launches Dedicated Offshore Wind Working Group
Norwegian Offshore Wind and the German‑Norwegian Chamber of Commerce have launched a dedicated offshore wind working group to deepen cross‑border collaboration in the North Sea. The initiative follows the Hamburg North Sea Summit where energy ministers pledged 300 GW of offshore...
Sunrun Installation Volumes Fall in Q4 2025 as VPP Capacity Grows
Sunrun reported a year‑over‑year decline in Q4 2025 subscriber additions and installation volumes, with subscriber value metrics falling sharply. Gross subscriber value dropped 2% to $50.2 million and net subscriber value fell 30% to $9.1 million, while storage attachment rose to 71%....