1. The author revisits the investment thesis on Brookfield Renewable Partners L.P. after Trump's victory and the market's initial sell-off. 2. The author discusses the recent Q3 results of BEP and the impact of rising long-term interest rates on the stock. 3. The author emphasizes the importance of balancing safety, growth, yield, and value in investment decisions.

➀ Professor Martin Braun will become the new director of the Fraunhofer Institute for Energy Economics and Energy System Technology IEE in Kassel on November 1, 2024; ➁ The IEE focuses on developing solutions for secure, affordable, and efficient renewable energy supply; ➂ Braun has contributed significantly to the IEE since 2005 and has been recognized for his scientific contributions.

➀ Prof. Martin Braun will take over the leadership of Fraunhofer IEE in Kassel on November 1, 2024. He is also a professor at the University of Kassel. ➁ Fraunhofer IEE focuses on research and development of sustainable electrical energy systems and energy system technology. ➂ Since 1988, the institute has been developing solutions to advance the energy transition and digitalization in the energy sector.

➀ Stockholm has launched the world's first electric hydrofoil ferry, the Candela P-12 model 'Nova'. It completes a 15 km route in under 30 minutes, reducing travel time by half compared to conventional boats. ➁ The 'Nova' runs on 100% renewable electricity, with minimal noise and high efficiency. It requires no costly dock infrastructure, charging at a regular car fast charger. ➂ The ferry will operate until the waters freeze in autumn 2024, resuming service in spring and continuing through August 2025.

1. First Solar's strong financial performance is driven by increased module sales and favorable U.S. policies; 2. The company's advanced CdTe thin-film technology offers higher efficiency and lower carbon footprint; 3. Strategic capacity expansions and a substantial order backlog support long-term growth.

➀ The study by Fraunhofer IEE and the University of Kassel examines the current status of renewable energy development in the region; ➁ It analyzes the development since 2000 and predicts the necessary regional expansion until 2045; ➂ The study highlights the need for ambitious steps to achieve 100% renewable energy by 2040 for mobility, power, and heat in North Hessen.

➀ The Fraunhofer ICT in Pfinztal researches renewable energy power generation. The campus is powered by wind turbines and photovoltaic systems. After six years, the institute presents a positive balance and outlines future expansion plans. ➁ A 2-MW wind turbine and a 6 MWh redox-flow battery have been in operation since mid-2018. A 690 kWp photovoltaic system was added in summer 2023. ➂ The combination of wind, solar energy, and large-scale batteries provides insights for micro-grid design and operation. The research aims to reduce costs and ensure technical safety and resilience for a cost-effective and secure energy transition.

➀ A new study by Fraunhofer IEE concludes that offshore hydrogen production is more efficient than onshore production. ➁ The study examines the economic impact of hydrogen production on two offshore energy islands connected to 10 GW of offshore wind energy each. ➂ The study shows that building an offshore hydrogen production facility on the islands could save up to 4.3 billion euros annually for the German energy system.

➀ GE Vernova plans to expand its existing manufacturing facilities in Stafford, UK; ➁ The expansion aims to support the growing demand for HVDC transmission systems to power renewable energy projects; ➂ The expansion includes doubling valve manufacturing capacity at the Stafford HVDC Facility and significant upgrades at the Stafford Transformer Facility.

➀ The third HY.SH research symposium at TH Lübeck focused on hydrogen research in Schleswig-Holstein; ➁ The event aimed to present current research topics and results, as well as to foster a community of hydrogen researchers; ➂ Topics included hydrogen energy storage, power electronics, and sustainable development in agriculture and maritime industries.

➀ The QSens cluster at the Universities of Stuttgart and Ulm focuses on quantum sensor research and practical applications. ➁ The BMBF is funding QSens with EUR 15 million for another three years. ➂ QSens aims to develop quantum sensors for biomedical technology, energy storage, and intelligent systems, with a focus on market maturity and technology transfer.

1. Enphase is a value and growth opportunity with strong FY25 growth rates. Lower interest rates are crucial for the thesis to unfold as planned. 2. Despite a bullish outlook with speculative gains, a P/E ratio of 30 is fair for the stock in FY25. 3. The market could price the stock at a P/E ratio of 45 to 50 based on 89% EPS growth expected for FY25. 4. International expansion is strong, with Asia-Pacific as a key focus. 5. Interest rate cuts are expected globally, boosting demand for solar panels. 6. Battery storage competition from Tesla is a challenge but not the core business. 7. Enphase is expected to see a massive 89% EPS and 46% revenue growth in FY25. 8. The stock is undervalued compared to its own historical valuation multiples.

➀ The Fraunhofer Institute for Wind Energy Systems IWES has developed a mobile test platform called Mobil-Grid-CoP to conduct realistic full-load tests for offshore wind energy systems. ➁ This technology aids in the validation and certification of these systems, supporting the transition to renewable energy sources. ➂ The mobile test stand, housed in large containers, can be transported to the site of the wind energy prototypes, facilitating faster certification and deployment.

➀ Dr. Franziska Tanneberger and Thomas Speidel receive the German Environmental Prize from the Deutsche Bundesstiftung Umwelt (DBU) for their contributions to environmental protection and climate protection. ➁ Tanneberger is recognized for her work in peatland research and revitalization, promoting sustainable peatland use and biodiversity. ➂ Speidel is honored for his innovative battery-buffered high-performance systems that enable rapid electric vehicle charging, contributing to the expansion of e-mobility infrastructure and reducing CO2 emissions.

➀ Power-to-Methanol systems could play a crucial role in integrating renewable energy into future infrastructure by converting excess electricity into methanol. ➁ Dr. Stefan Fogel's extensive modeling and simulations indicate that these systems can be economically viable, especially when coupled with renewable energy sources. ➂ Despite current high costs, future market development and scale effects could make Power-to-Methanol competitive with fossil fuels by 2050.

➀ The design introduces a 1.6kW bidirectional micro inverter using GaN technology, enhancing power density and efficiency. ➁ It features four channels compatible with PV panels or 48V BESS, and operates with a high-switching frequency. ➂ The design offers flexibility in energy management and aims to minimize system costs, making it ideal for residential solar systems.

➀ Researchers from Pakistan have demonstrated that ZnO nanocomposites can enhance the durability and efficiency of solar panels by absorbing UV light and protecting against degradation. ➁ The study involved synthesizing ZnO nanoparticles and integrating them into polyvinyl butyral (PVB) coatings to create protective films for solar panels. ➂ The results showed improved performance metrics for solar cells coated with ZnO, indicating a promising approach for advancing solar technology.

1. Fraunhofer IOSB-AST improved the day-ahead forecast accuracy by 40% for Albwerk GmbH & Co. KG using AI-based prediction models. 2. The model considers factors like outdoor temperature and global radiation, crucial due to the high number of PV installations in the area. 3. The enhanced forecasting solution has led to reduced balancing energy costs and amounts since its implementation in early 2024.

1. TotalEnergies SE, a major energy company, focuses on diverse segments including renewable energy and fossil fuels. Despite market underperformance, its long-term prospects and attractive valuation make it a compelling investment. 2. Analysts predict a revenue decline but an increase in net income for Q2 2024, supporting a bullish outlook. 3. The company's plans for future growth and robust cash flows, despite short-term challenges, reinforce its investment appeal.

1. A digital electricity trading system has been operational in the Euskirchen area since spring, led by the Reiner Lemoine Institute. 2. The system uses open-source software and blockchain technology to ensure transparency and security. 3. The project aims to stabilize the energy system by reducing the need and costs for grid expansion and making the energy transition more affordable.