# Industry Discussions **URL:** https://discussion.fool.com/c/industry-discussions/9.md?page=1 [Latest](https://discussion.fool.com/latest.md) · [Categories](https://discussion.fool.com/categories.md) · [Tags](https://discussion.fool.com/tags.md) **Page:** 2 --- ## [Bechtel-Westinghouse Group, PEJ Agree on Terms for Poland’s First Nuclear Power Plant](https://discussion.fool.com/t/bechtel-westinghouse-group-pej-agree-on-terms-for-poland-s-first-nuclear-power-plant/126550)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 2\ **Last updated:** [September 30, 2026, 8:30pm UTC](https://discussion.fool.com/t/bechtel-westinghouse-group-pej-agree-on-terms-for-poland-s-first-nuclear-power-plant/126550 "2026-09-30T20:30:41Z")
Poland’s state-owned nuclear power company and a consortium led by Bechtel and Westinghouse have agreed on the main commercial terms of a deal to build that country’s first nuclear power plant. The groups on September 2… --- ## [Construction permit for Clinch River BWRX-300](https://discussion.fool.com/t/construction-permit-for-clinch-river-bwrx-300/126627)
**Author:** [@waterfell](https://discussion.fool.com/u/waterfell)\ **Replies:** 0\ **Last updated:** [September 30, 2026, 6:02pm UTC](https://discussion.fool.com/t/construction-permit-for-clinch-river-bwrx-300/126627 "2026-09-30T18:02:49Z")
Today, the Nuclear Regulatory Commission approved the Tennessee Valley Authority’s construction permit application for its planned GE Vernova Hitachi BWRX-300 at the Clinch River site in Oak Ridge, Tenn. ~ ~ ~ ~ … --- ## [Sept 25 rates (other sizes)](https://discussion.fool.com/t/sept-25-rates-other-sizes/126611)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [September 29, 2026, 1:57am UTC](https://discussion.fool.com/t/sept-25-rates-other-sizes/126611 "2026-09-29T01:57:49Z")
Last week and the week before, a lot of focus and discussion on VLCC rates. Posting this data from Affinity because it has the Suezmax, Aframax and the major clean tanker routes Very solid and very profitable rates f… --- ## [Shipping broker report ending 09/25/26](https://discussion.fool.com/t/shipping-broker-report-ending-09-25-26/126576)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [September 26, 2026, 6:49pm UTC](https://discussion.fool.com/t/shipping-broker-report-ending-09-25-26/126576 "2026-09-26T18:49:35Z")
Had mentioned a couple of recent VLCC transactions, including a newly delivered VLCC resale at $200M. There are a bunch of 2nd hand resales equally impressive. Sinokor paying $140M for a 2011-built VLCC ADNOC paying $… --- ## [Minivans are having a moment. This week, we look at why hybrid models are contributing to a resurgence for the least cool category of vehicle: They are more affordable and get better mileage than SUVs](https://discussion.fool.com/t/minivans-are-having-a-moment-this-week-we-look-at-why-hybrid-models-are-contributing-to-a-resurgence-for-the-least-cool-category-of-vehicle-they-are-more-affordable-and-get-better-mileage-than-suvs/126575)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 26, 2026, 5:53pm UTC](https://discussion.fool.com/t/minivans-are-having-a-moment-this-week-we-look-at-why-hybrid-models-are-contributing-to-a-resurgence-for-the-least-cool-category-of-vehicle-they-are-more-affordable-and-get-better-mileage-than-suvs/126575 "2026-09-26T17:53:32Z")
Toyota Motor Corp. has five different SUVs that offer seating for seven, the cheapest of which goes about 24 miles on a gallon of gas. However, the company’s minivan, dubbed Sienna, seats eight and travels 36 miles to a… --- ## [UP: Buying 20 electric locomotives](https://discussion.fool.com/t/up-buying-20-electric-locomotives/59902)
**Author:** [@pauleckler](https://discussion.fool.com/u/pauleckler)\ **Replies:** 1\ **Last updated:** [September 25, 2026, 2:28am UTC](https://discussion.fool.com/t/up-buying-20-electric-locomotives/59902 "2026-09-25T02:28:32Z")
https://www.progressiverailroading.com/union\_pacific/news/UP…? To be purchased from Progress Rail and Wabtec for evaluation in California and Nebraska in yard work to test performance in a range of operating temperature… --- ## [A recent legal victory could free $7B in frozen Solar for All funds](https://discussion.fool.com/t/a-recent-legal-victory-could-free-7b-in-frozen-solar-for-all-funds/126557)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 24, 2026, 3:27pm UTC](https://discussion.fool.com/t/a-recent-legal-victory-could-free-7b-in-frozen-solar-for-all-funds/126557 "2026-09-24T15:27:21Z")
Denise Abdul-Rahman, founder and CEO of nonprofit Black Sun Light Sustainability, can list in detail the harms that the Trump administration’s shutdown of the $7 billion Solar for All program has caused the Indiana com… --- ## [Sonoma Clean Power-Led Coalition Secures $20 Million in State Funding to Advance California’s Geothermal Energy Future](https://discussion.fool.com/t/sonoma-clean-power-led-coalition-secures-20-million-in-state-funding-to-advance-california-s-geothermal-energy-future/126551)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 24, 2026, 6:05am UTC](https://discussion.fool.com/t/sonoma-clean-power-led-coalition-secures-20-million-in-state-funding-to-advance-california-s-geothermal-energy-future/126551 "2026-09-24T06:05:01Z")
We are thrilled to share that Governor Newsom has signed a final budget agreement that commits an additional $10 million in vital funding for geothermal exploratory wells, bringing total state support to $20 million. Thi… --- ## [US utilities get failing grade on clean energy transition](https://discussion.fool.com/t/us-utilities-get-failing-grade-on-clean-energy-transition/126537)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 23, 2026, 5:08am UTC](https://discussion.fool.com/t/us-utilities-get-failing-grade-on-clean-energy-transition/126537 "2026-09-23T05:08:49Z")
The biggest U.S. utilities are doing worse on shifting from fossil fuels to clean power than they were at the start of this decade — and more than four in 10 have backtracked on their climate goals since the start of the… --- ## [Trump is exaggerated big time about oil reserves](https://discussion.fool.com/t/trump-is-exaggerated-big-time-about-oil-reserves/126536)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 1\ **Last updated:** [September 23, 2026, 5:04am UTC](https://discussion.fool.com/t/trump-is-exaggerated-big-time-about-oil-reserves/126536 "2026-09-23T05:04:22Z")
Trump said: “When you add the United States and Venezuela together, we have more than 60 percent of the oil in the world.” This is exaggerated. Trump, heralding a deal he struck with Venezuela that allowed the United St… --- ## [An EV and an autonomous driving story for today](https://discussion.fool.com/t/an-ev-and-an-autonomous-driving-story-for-today/126509)
**Author:** [@Goofyhoofy](https://discussion.fool.com/u/Goofyhoofy)\ **Replies:** 1\ **Last updated:** [September 20, 2026, 11:47am UTC](https://discussion.fool.com/t/an-ev-and-an-autonomous-driving-story-for-today/126509 "2026-09-20T11:47:03Z")
Two stories of interest today: EV sales in Australia have shot up to comprise more than 50% of the market. This, in a country (continent!) with real long drives between cities and where EV acceptance has lagged - until … --- ## [FRO change payout on special div](https://discussion.fool.com/t/fro-change-payout-on-special-div/126478)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [September 17, 2026, 2:10am UTC](https://discussion.fool.com/t/fro-change-payout-on-special-div/126478 "2026-09-17T02:10:42Z")
In Aug 2026, Frontline (FRO) announced the sale of two 2017-built VLCCs for a hefty gain. At the time, it was stated that the gain on the asset sale would be paid out in the form of a special div during Q3 2026. At the… --- ## [President will Allow Chinese EV Factories in USA](https://discussion.fool.com/t/president-will-allow-chinese-ev-factories-in-usa/126455)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 0\ **Last updated:** [September 15, 2026, 1:54pm UTC](https://discussion.fool.com/t/president-will-allow-chinese-ev-factories-in-usa/126455 "2026-09-15T13:54:26Z")
Reportedly, Trump has just said that his administration wouldn’t block Chinese automakers from building cars in the United States. If these automakers want to set up a factory in Tennessee or Alabama or something, pay c… --- ## [Super Methane Emitters in the US](https://discussion.fool.com/t/super-methane-emitters-in-the-us/126449)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 15, 2026, 8:32am UTC](https://discussion.fool.com/t/super-methane-emitters-in-the-us/126449 "2026-09-15T08:32:18Z")
The Energy Transfer site, located near the city of Shreveport, is named as the biggest single “super emitter” in new rankings of US oil and gas operations for the largest releases of methane, a powerful greenhouse gas th… --- ## [FYI-EV Owners Love Ionna Charging System](https://discussion.fool.com/t/fyi-ev-owners-love-ionna-charging-system/125980)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 4\ **Last updated:** [September 14, 2026, 9:06pm UTC](https://discussion.fool.com/t/fyi-ev-owners-love-ionna-charging-system/125980 "2026-09-14T21:06:03Z")
EV drivers already rank it higher than every other eligible US fast-charging network. Its “Rechargery” sites often combine DC fast chargers with amenities such as canopies, restrooms, food, lounges, and more charging … --- ## [BYD Order 10 More Car Carrier Ships](https://discussion.fool.com/t/byd-order-10-more-car-carrier-ships/126426)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 0\ **Last updated:** [September 13, 2026, 3:12pm UTC](https://discussion.fool.com/t/byd-order-10-more-car-carrier-ships/126426 "2026-09-13T15:12:42Z")
A Chinese built EV or hybrid will be headed your way soon. 10 liquefied-natural-gas dual-fuel pure car and truck carriers (PCTCs), each rated at 8,200 car-equivalent units (CEU). Total contract value: more than US$1 b… --- ## [BYD Denza Z9 GT -- $48,000 in China](https://discussion.fool.com/t/byd-denza-z9-gt-48-000-in-china/126421)
**Author:** [@intercst](https://discussion.fool.com/u/intercst)\ **Replies:** 5\ **Last updated:** [September 13, 2026, 2:38am UTC](https://discussion.fool.com/t/byd-denza-z9-gt-48-000-in-china/126421 "2026-09-13T02:38:37Z")
Even with a 100% tariff, it would be a bargain in the US. Key Specifications and Performance Power: Around 1,150 to 1,156 horsepower from a tri-motor setup. \[1\] Acceleration: 0 to 100 km/h (62 mph) takes… --- ## [Arizona Regulators Are Raising Contaminant Limits for a Uranium Mine With an Arsenic Problem](https://discussion.fool.com/t/arizona-regulators-are-raising-contaminant-limits-for-a-uranium-mine-with-an-arsenic-problem/126413)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 12, 2026, 6:57am UTC](https://discussion.fool.com/t/arizona-regulators-are-raising-contaminant-limits-for-a-uranium-mine-with-an-arsenic-problem/126413 "2026-09-12T06:57:36Z")
A monitoring well at the site of a uranium mine operating in a national monument nine miles from the Grand Canyon’s south rim has been detecting rising arsenic levels since 2025. Four times, those arsenic levels exceeded… --- ## [New Mexico Bans Uranium Leasing on State Lands](https://discussion.fool.com/t/new-mexico-bans-uranium-leasing-on-state-lands/126412)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 12, 2026, 6:54am UTC](https://discussion.fool.com/t/new-mexico-bans-uranium-leasing-on-state-lands/126412 "2026-09-12T06:54:47Z")
Officials in New Mexico, the nation’s largest historic producer of uranium ore, banned new leasing of state lands for uranium mining on Friday. State Land Commissioner Stephanie Garcia Richard signed the executive order… --- ## [Overseas Sales Are Becoming BYD’s Growth Engine](https://discussion.fool.com/t/overseas-sales-are-becoming-byd-s-growth-engine/126297)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 6\ **Last updated:** [September 10, 2026, 8:49pm UTC](https://discussion.fool.com/t/overseas-sales-are-becoming-byd-s-growth-engine/126297 "2026-09-10T20:49:27Z")
https://seekingalpha.com/article/4941865-byd-worlds-1-ev-maker-by-every-measure Summary BYD recently released its interim financial report for 2026’s first half. The figures reported implied that the company earned $1.… --- ## [How Batavia and Its Windmills Helped Settle the American West](https://discussion.fool.com/t/how-batavia-and-its-windmills-helped-settle-the-american-west/126376)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 1\ **Last updated:** [September 10, 2026, 6:50pm UTC](https://discussion.fool.com/t/how-batavia-and-its-windmills-helped-settle-the-american-west/126376 "2026-09-10T18:50:59Z")
The windmill is an icon of Americana. This charming fixture, which shows up frequently in art and literature, played a key role in America’s ability to settle the West in the 19th and 20th centuries. And a big part of t… --- ## [NAT report Q2 2026](https://discussion.fool.com/t/nat-report-q2-2026/126338)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [September 8, 2026, 3:36am UTC](https://discussion.fool.com/t/nat-report-q2-2026/126338 "2026-09-08T03:36:26Z")
On 08/27, Nordic American Tankers (NAT) reported their Q2 2026 results. In typical fashion, NAT reports its main body points in all Caps (like an old fashion telegram). How did the company actually perform? Net Voyag… --- ## [Carmakers Have a New Idea to Boost EV Range](https://discussion.fool.com/t/carmakers-have-a-new-idea-to-boost-ev-range/126322)
**Author:** [@tjscott0](https://discussion.fool.com/u/tjscott0)\ **Replies:** 3\ **Last updated:** [September 7, 2026, 2:07pm UTC](https://discussion.fool.com/t/carmakers-have-a-new-idea-to-boost-ev-range/126322 "2026-09-07T14:07:43Z")
Well it’s not new. Just a variation of a hybrid vehicle. An engine that charges the battery but does not drive the vehicle. https://www.wsj.com/business/autos/carmakers-have-a-new-idea-to-boost-ev-range-add-a-gas-engine… --- ## [BW LPG (BWLP) CB offering](https://discussion.fool.com/t/bw-lpg-bwlp-cb-offering/126312)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [September 5, 2026, 7:27pm UTC](https://discussion.fool.com/t/bw-lpg-bwlp-cb-offering/126312 "2026-09-05T19:27:04Z")
BW LPG announced a 5 year Convertible Bond offering due 2031. Some of the proceeds are to be used for the newbuild order. https://seekingalpha.com/news/4639345-bw-lpg-prices-300m-convertible-bond-offering-due-2031-at-2… --- ## [Chicago proposes battery electric express from downtown to Ohare](https://discussion.fool.com/t/chicago-proposes-battery-electric-express-from-downtown-to-ohare/126305)
**Author:** [@pauleckler](https://discussion.fool.com/u/pauleckler)\ **Replies:** 0\ **Last updated:** [September 4, 2026, 10:23pm UTC](https://discussion.fool.com/t/chicago-proposes-battery-electric-express-from-downtown-to-ohare/126305 "2026-09-04T22:23:24Z")
Will use under utilized freight rail tracks. Cost estimated at $2.25 billion to be privately funded. Express trains are to run at 80 mph and make the trip in 15 minutes. It would be the first battery powered express o… --- ## [Construction Starts on Last Segment of Major Western U.S. Transmission Project](https://discussion.fool.com/t/construction-starts-on-last-segment-of-major-western-u-s-transmission-project/126289)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 4, 2026, 2:48am UTC](https://discussion.fool.com/t/construction-starts-on-last-segment-of-major-western-u-s-transmission-project/126289 "2026-09-04T02:48:28Z")
Construction of the final segment of the Southwest Intertie Project, a 576-mile transmission corridor connecting an area from Idaho to just south of Las Vegas, Nevada, is underway. Officials celebrated the latest milesto… --- ## [Energy Switch – shipping](https://discussion.fool.com/t/energy-switch-shipping/126242)
**Author:** [@pauleckler](https://discussion.fool.com/u/pauleckler)\ **Replies:** 2\ **Last updated:** [September 4, 2026, 2:43am UTC](https://discussion.fool.com/t/energy-switch-shipping/126242 "2026-09-04T02:43:27Z")
Energy Switch on PBS brings in experts to discuss the adoption of cleaner energy. These last two weeks they have discussed ocean shipping. (Shipping pt 1 and pt 2) Ocean shipping delivers close to 90% of our goods a… --- ## [The US built more grid batteries last quarter than ever before](https://discussion.fool.com/t/the-us-built-more-grid-batteries-last-quarter-than-ever-before/126275)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 2\ **Last updated:** [September 3, 2026, 12:02pm UTC](https://discussion.fool.com/t/the-us-built-more-grid-batteries-last-quarter-than-ever-before/126275 "2026-09-03T12:02:00Z")
There’s never been a better time to build energy storage in the U.S. than right now. Grid batteries — which sop up power when it’s abundant and discharge that energy when it’s needed — have been ascendant for a decade, … --- ## [Fervo and Google sign world’s largest deal for next-gen geothermal power](https://discussion.fool.com/t/fervo-and-google-sign-world-s-largest-deal-for-next-gen-geothermal-power/126274)
**Author:** [@jaagu](https://discussion.fool.com/u/jaagu)\ **Replies:** 0\ **Last updated:** [September 3, 2026, 1:49am UTC](https://discussion.fool.com/t/fervo-and-google-sign-world-s-largest-deal-for-next-gen-geothermal-power/126274 "2026-09-03T01:49:24Z")
The geothermal startup will supply 400 MW from its Cape Station project to a Google data center in Utah. An initial phase of the project will come online this fall. Fervo Energy inked a landmark deal to supply Google wi… --- ## [Can a mothballed nuke plant be restarted? They’re trying in Michigan](https://discussion.fool.com/t/can-a-mothballed-nuke-plant-be-restarted-they-re-trying-in-michigan/108321)
**Author:** [@Goofyhoofy](https://discussion.fool.com/u/Goofyhoofy)\ **Replies:** 30\ **Last updated:** [September 1, 2026, 4:50am UTC](https://discussion.fool.com/t/can-a-mothballed-nuke-plant-be-restarted-they-re-trying-in-michigan/108321 "2026-09-01T04:50:14Z")
The plan to restart Michigan’s decommissioned Palisades nuclear power plant—which would be a global first—was driven by surging demand for electricity and new investment in green energy. Note: I have followed the instru… [Previous page](https://discussion.fool.com/c/industry-discussions/9.md) [Next page](https://discussion.fool.com/c/industry-discussions/9.md?page=2)