North America Alternative & Renewable Energy: Week with Vik: VAR Call for BE While Nuclear Scores More Goals

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North America Alternative & Renewable Energy: Week with Vik: VAR Call for BE While Nuclear Scores More Goals

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13 Jul 2026 08:24:43 ET │ 9 pages

North America Alternative &

Renewable Energy

Week with Vik: VAR Call for BE While Nuclear Scores More Goals

Vikram Bagri AC

CITI'S TAKE +1-212-816-4506

vikram.bagri@citi.com

BE remained a key focus for investors. We expect the shares to recover

following a quarter with positive earnings, a more detailed rebuttal of the Theodore Giletti, CFA

short report on the earnings call, continued execution against capacity +1-212-816-3835

expansion plans, and broader inclusion of BE/SOFC technologies in utility theodore.giletti@citi.com

IRPs over the coming months. Separately, Meta’s recent data center

capacity announcement did not drive the market reaction we expected, Vignesh Gunda

particularly given the company’s continued matching of its power +1-212-816-9667

consumption with renewable energy. Sungrow launched its SST product vignesh.gunda@citi.com

last week. As anticipated, the offering aligns closely with competitors on

key performance metrics, including uptime and efficiency, providing further

evidence that the market is becoming increasingly competitive. Notably,

Sungrow is targeting UL certification by late 2026 and first orders in 2027,

broadly consistent with ENPH’s commentary. Finally, capital formation

across the nuclear sector continues to accelerate, with funding levels

reaching new highs.

Scandium Report — Hunterbrook Media LLC published (7/8) a report on Bloom

Energy, claiming the company remains reliant on Chinese scandium oxide, among

other items. The report cites trade data, supplier communications, and corporate

records that it says link BE’s scandium sourcing to China through multiple channels.