Formation Metals (FOMO): Is it the Next Big Gold Stock to Watch in 2025?

gold

Disseminated on behalf of Formation Metals Inc.

Formation Metals Inc. (CSE:FOMO, OTCPK:FOMTF, FSE:VF1) is turning heads in the mining world as it pushes forward with one of Quebec’s most promising exploration projects. With gold prices soaring and demand for critical metals on the rise, this junior explorer could be sitting on a major discovery.

Here’s why savvy investors should be watching Formation Metals closely in 2025.

Gold Bull Market and Clean Energy Trends Align Perfectly

Gold has soared to record highs in 2025, trading above $3,400 per ounce. Central banks and investors are rushing to buy gold as a safe-haven asset. President Trump’s renewed push for tariffs has created more market uncertainty, which is also driving prices up.

Source: Bloomberg

Looking ahead, the outlook stays strong. JP Morgan expects gold to average around $3,675 per ounce by late 2025 and climb toward $4,000 by mid-2026. Demand is likely to stay high, with central banks and investors expected to buy about 710 tonnes each quarter this year.

Gold
Source: JP Morgan

Also, the demand for metals tied to electrification and clean energy is surging. And Formation’s flagship N2 gold project aligns perfectly with both trends. Additionally, Quebec has simple permitting rules, so projects move faster with less paperwork and delays.

Formation Metals’ Flagship N2 Gold Project: A Prime Asset in Quebec’s Abitibi Gold Belt

The miner’s flagship asset, the N2 Gold Project is located in Quebec’s Abitibi sub province. This region is well-known for producing millions of ounces of gold because of its rich geology and mining-friendly policies. N2 covers 87 claims across nearly 4,400 hectares and lies right along the Casa Berardi trend which is a home to several major gold discoveries.

More importantly, the property is accessible year-round via highway and logging roads, which makes it easier and cheaper to explore.

Gold Resource Nears 1 Million Ounces!

The N2 Project already holds a historical gold resource of around 870,000 ounces, spread across multiple zones. This includes 18 million tonnes grading roughly 1.4 to 1.5 grams per tonne of gold, plus a higher-grade zone (RJ) with 243,000 tonnes at 7.82 g/t.

What’s even more exciting is that much of the property remains underexplored. Only about a third of the “A” zone has been drilled, leaving over 3 kilometers open for future expansion. The Management believes that with proper exploration, the resource could grow well beyond three million ounces.

2025 Drill Program Fully Funded and Underway

It has launched a 20,000-metre drill program, with the first 5,000 metres fully funded and set in motion. The focus is on expanding the known gold zones, especially “A,” “RJ,” and “Central” while also chasing new mineralized trends.

This kind of aggressive drilling is often what sets early-stage juniors apart. Formation is betting big on the ground it owns, and investors may soon see the results.

Formation metals
Source: FOMO

Base Metals Upside: Copper and Zinc Intercepts Add Value

Gold might be the headliner, but there’s more to N2. A fresh review of historic drill core revealed notable copper and zinc intercepts across the property. That means Formation could be holding onto a multi-metal discovery, not just a gold project.

In a market where base metals like copper are seeing renewed demand with the EV boom, infrastructure, and clean tech, that’s a major bonus.

Undervalued Formation Metals Stock Offers Re-Rating Potential

With C$2.8 million in working capital and $14.3M market cap, the mining company is fully funded for its 2025 drill plans. That financial stability removes a key risk often seen in the junior space i.e. running out of cash mid-program.

Based on these figures, experts say that if FOMO can confirm even a 3 million-ounce gold resource, the in-ground value at current gold prices could exceed $9.9 billion. Assuming just a 50% success rate in its drill campaign, that’s potentially $4.95 billion in value creation, yet the company’s market cap remains a fraction of that.

This gap presents a clear re-rating opportunity. Once drill results hit the market and permit approvals come through (expected within weeks), investors could start pricing in N2’s full potential.

Strong Re-rating Potential

Formation Metals FOMO
Source: FOMO

Formation Metals Stock Could Be 2025’s Breakout Mining Play

The company is shaping up to be one of 2025’s most interesting junior mining stories. With a large, underexplored gold project in a tier-one jurisdiction, base metals potential, a fully funded drill campaign, and a clear path to resource expansion, this company is positioned for a major upside move.

For investors looking to ride the gold wave and get exposure to copper and zinc also Formation Metals could be the opportunity to watch before the market catches on.

DISCLAIMER

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Formation Metals Inc. made a one-time payment of $30,000 to provide marketing services for a term of 1 month. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options in the companies mentioned. This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. This does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

 CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate”, “expect”, “estimate”, “forecast”, “planned”, and similar expressions suggesting future outcomes or events. These statements reflect current views regarding company performance, business goals, market conditions, and intellectual property development. The statements are based on current business and market expectations. However, they involve various risks and uncertainties, including potential delays, financial difficulties, operational challenges, and problems protecting intellectual property. Additional risks include possible regulatory approval delays, market disruptions, personnel issues, and competitive pressures.

Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such forward-looking information. Accordingly, readers should not place undue reliance on forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis for the year ended December 31, 2024, and the Company’s annual information form for the year ended December 31, 2024, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release and the Company assumes no obligation to update or revise such information to reflect new events or circumstances, except as may be required by applicable law.

For more information on the Company, investors should review the Company’s continuous disclosure filings that are available on SEDAR+ at www.sedarplus.ca.

Please read our Full RISKS and DISCLOSURE here.


Disclosure: Owners, members, directors, and employees of carboncredits.com have/may have stock or option positions in any of the companies mentioned: None.

Carboncredits.com receives compensation for this publication and has a business relationship with any company whose stock(s) is/are mentioned in this article.

Additional disclosure: This communication serves the sole purpose of adding value to the research process and is for information only. Please do your own due diligence. Every investment in securities mentioned in publications of carboncredits.com involves risks that could lead to a total loss of the invested capital.

Please read our Full RISKS and DISCLOSURE here.

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Lucid Group (LCID Stock) Sets New EV Standard: Highest Efficiency and 30% Lower Emissions

Lucid Group (LCID Stock) Efficiency Revolution: How Air EVs Achieve 30% Lower Emissions Than German Competitors

Lucid Group Inc. (NASDAQ: LCID) is leading a new era in electric vehicle (EV) technology by focusing on energy efficiency. The company produces the most energy-efficient electric sedan in the U.S. and aims to lower carbon emissions throughout the vehicle lifecycle.

Lucid’s fresh approach lets investors and environmental supporters back clean transportation. They can also benefit from the rising demand in the premium EV market.

Breakthrough Efficiency and Lower Emissions: Lucid’s Energy Edge

The 2025 Lucid Air Pure is the first EV to reach 5 miles per kilowatt-hour of energy. Rated by the U.S. Environmental Protection Agency (EPA) at 146 MPGe (miles per gallon equivalent), the Air Pure sets a new benchmark in EV performance.

It uses an 84 kWh battery pack to deliver 420 miles of EPA-estimated range. This high efficiency lets the car use less energy per mile. This reduces strain on power grids and lowers carbon emissions while driving.

Lucid’s 2023 Sustainability Report states that the Air Grand Touring model produces about 6% less emissions than the top U.S. EV competitor. It also emits around 30% less than the leading German luxury EV.

Vehicles like the Mercedes-Benz EQS and Porsche Taycan average 79–85 MPGe, significantly lower than Lucid’s models. This difference directly affects emissions per mile driven.

Lucid achieves these results by designing and manufacturing its own drive units, battery systems, and software. The EV maker controls all core systems. This lets them optimize efficiency better than companies that rely on third-party suppliers.

Sustainability Commitments and Industry Recognition

In 2023, Lucid boosted its sustainability efforts by joining the United Nations Global Compact. This program encourages companies to adopt responsible practices in human rights, labor, the environment, and anti-corruption. This commitment requires regular progress reports aligned with the UN Sustainable Development Goals.

CEO Peter Rawlinson called this step “a milestone in our sustainability journey.” Lucid aims to maximize each kilowatt-hour. This approach reduces energy needs, cuts emissions, and supports global decarbonization.

In 2025, Lucid topped Forbes’ Net Zero Leaders list, ranking #1 out of nearly 15,000 companies.

Forbes Net Zero Leader 2025

Forbes looked at how companies manage emissions in three areas:

  • Direct emissions from operations
  • Indirect emissions from the energy they buy
  • Emissions from their supply chain and product use

Lucid scored highly on its ability to manage these emissions, along with governance, risk preparedness, and financial resilience. The company doesn’t disclose a net-zero pledge. However, it does commit to the following goals and actions:

  • Efficiency-driven carbon cuts: Lucid emphasizes vehicle efficiency—maximizing miles per kWh—meaning fewer emissions from power generation and reduced lifecycle emissions .
  • Renewable energy measures at plants: Their Casa Grande, Arizona factory includes on-site solar and is built to be energy-efficient, targeting lower operational emissions.
  • UN Global Compact membership: Lucid joined the UN Global Compact in April 2023, committing to broader sustainability principles and annual reporting.

Technology Innovation and Market Impact

Lucid’s strength lies in its technology. The company develops its own motors, inverters, battery systems, and control software. This vertical integration allows it to deliver higher power and efficiency from smaller, lighter components.

The Air lineup now includes heat pump technology standard across all models. This system improves cold weather efficiency by using compressed refrigerant to produce heat, rather than traditional electric heating.

Lucid’s efficiency-first design has real environmental benefits. Smaller battery packs for the same range reduce the use of raw materials like lithium and cobalt. This not only lowers vehicle weight but also cuts emissions from the battery manufacturing process. During use, especially in regions where power comes from fossil fuels, more efficient EVs result in fewer emissions.

Lucid competes in the luxury EV segment against Mercedes-Benz, BMW, Audi, and newer entrants like Tesla and Genesis. Its ability to pair luxury performance with top-tier efficiency gives it an advantage in a fast-growing market. For example, while other luxury EVs deliver strong acceleration and comfort, Lucid adds extended range and energy savings, helping ease concerns like range anxiety.

Bold EV Expansion Plans

Lucid Group is aggressively scaling its electric vehicle production, aiming to more than double output in 2025 despite ongoing industry challenges. In the first quarter of 2025, Lucid delivered 3,109 vehicles—a 58% increase compared to 1,967 deliveries in Q1 2024—and produced 2,212 vehicles at its Arizona factory, with an additional 600 units in transit to Saudi Arabia for final assembly.

For the full year 2024, Lucid produced approximately 9,029 vehicles and delivered 10,241, meeting its production targets and marking a 7% increase in production and a 70% rise in deliveries compared to 2023. The company is on track to manufacture around 20,000 vehicles in 2025, more than doubling its 2024 output, bolstered by the launch of its first electric SUV, the Gravity.

Lucid Q1 2025 results
Source: Elektrek

By comparison, Tesla, the industry leader, delivered 443,956 vehicles and produced 410,831 in Q2 2024 alone. Globally, EV sales reached a record high in the second quarter of 2024, growing 19% from the first quarter, according to New AutoMotive’s Global Electric Vehicle Tracker.

Powering Up Profits: The Road Ahead for Lucid

Lucid is still growing. In Q1 2025, it reported $235 million in revenue, up from $173 million in the same quarter the previous year. It delivered 3,109 vehicles, a 58% year-over-year increase.

With $5.76 billion in liquidity, the company is aiming to produce 20,000 vehicles in 2025—more than double the output in 2024.

Lucid’s stock trades at around $2.16 per share as of July 2025. Analysts rate the stock as “Hold,” with a price target of $2.68, indicating a possible 30% upside.

The carmaker faces production and scaling challenges, but its efficiency leadership provides a solid base for long-term growth in the premium EV market.

Lucid Group is setting a new standard in electric vehicle efficiency. The company proves that sustainability and performance can work together. It achieves 5 miles per kilowatt-hour and produces up to 30% lower emissions than top German EVs. 

Lucid is serious about clean energy, and its global efforts show this. It was also named a top Net Zero Leader. These factors highlight the company’s strong position in the premium EV market.

For investors focused on cutting-edge EV technology and lifecycle carbon impact reduction, Lucid offers a compelling opportunity. With advanced innovation, growing market presence, and a clear sustainability mission, Lucid stands out in a competitive and rapidly evolving industry.

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Stellantis and Leapmotor Forge Carbon Credit Deal Amid Booming EV Market

Stellantis and Leapmotor Forge Carbon Credit Deal Amid Booming EV Market

China’s electric vehicle (EV) maker Leapmotor has signed a carbon credit transfer agreement with Italy’s Stellantis. The plan sees Stellantis buying CO₂ credits from Leapmotor, which can generate these credits through producing and selling zero-emission vehicles (ZEVs).

The deal reflects how EV manufacturers are not only cutting emissions but also earning revenue by selling tradable carbon credits. Let’s uncover how.

Trading Carbon and Cars: Inside the Leapmotor-Stellantis Deal

In a strategic move, Leapmotor announced that its subsidiary Leapmotor Power has signed a carbon credit transfer agreement with Stellantis units in China. The deal allows Stellantis’ Chinese units to purchase carbon credits from Leapmotor, helping the global auto giant comply with China’s strict vehicle emission regulations.

Leapmotor’s subsidiary will transfer CO₂ credits to several Stellantis brands, such as Fiat and Jeep, under a plan that likely spans several years. Each credit represents one tonne of CO₂ avoided by selling an EV instead of a fossil-fuel vehicle. 

The Italian carmaker aims to be net zero by 2038, and part of this goal is rolling out battery electric vehicles (BEVs) by 2030. Apart from buying carbon credits, Stellantis is also ramping up its EV strategy, investing in battery production and infrastructure. The company aims for 100% battery electric vehicle (BEV) sales in Europe and 50% in the U.S. by 2030.

Stellantis EV rollout production plan
Source: Stellantis

While specific volumes and pricing weren’t disclosed, Stellantis and Leapmotor called the deal “landmark.” It signals a growing trend: EV makers increasingly rely on carbon credit sales to boost revenue and offset costs.

The transaction highlights the growing importance of carbon credits in global automotive strategy. By selling credits from its zero-emission EVs, Leapmotor not only gains new revenue but also strengthens its relationship with Stellantis, which owns a 20% stake in the Chinese EV maker.

Moreover, the agreement reflects Stellantis’ push to meet regulatory requirements while scaling up its electrification strategy in a cost-effective way. Leapmotor further said the agreement complies with China’s “Parallel Management Method for Passenger Vehicle Corporate Average Fuel Consumption (CAFC) and New Energy Vehicle (NEV) Credits.”

This policy encourages automakers to improve fuel efficiency and expand NEV output to earn tradable credits, aligning with China’s national goals to peak carbon emissions before 2030.

Turning Emissions Into Earnings: How EVs Mint Carbon Credits

Electric vehicles play a crucial role in the global shift to cleaner transportation, not just by reducing tailpipe emissions, but also by generating carbon credits. Because EVs produce zero direct emissions, each vehicle sold contributes to a manufacturer’s carbon offset capabilities.

These offsets can be converted into carbon credits, which are then traded or sold to other companies that need to balance out their carbon footprint. This system provides a major incentive for automakers to go green.

Zero-emission vehicles (ZEVs) automatically earn credits under many emissions rules. Regulators like California, China, and the EU set ZEV quotas, mandating that a share of each automaker’s sales must come from EVs. If carmakers fall short, they must buy credits from those, like Leapmotor, that sell EVs.

Tesla is the most notable case. In 2024, it earned $2.76 billion in carbon-credit revenue, up 54% from 2023 ($1.79B). That credit sales helped Tesla generate nearly 30% of its quarterly profits in late 2024.

Tesla annual carbon credit revenue in 2024

Since 2017, Tesla has made over $10.4B from regulatory credit sales. Its dominance shows how EV-led carbon programs can turn into powerful income streams.

This income supports Tesla’s bottom line and helps fund further investment in clean technology. As more countries introduce stricter emissions regulations and carbon pricing systems, EV makers like Leapmotor and Tesla are well-positioned to benefit.

Leapmotor Cashes In: Joining the Billion-Dollar EV Credit Market

Leapmotor’s deal with Stellantis means it can tap into this same market. As more countries tighten emissions rules, demand for credits is rising. For Stellantis, buying Leapmotor’s ZEV credits helps the company meet regulatory targets, especially in Europe, where non-compliance can trigger fines of €95 per gram of CO₂ per kilometer.

For Leapmotor, this provides steady revenue and strengthens its financial profile. The company can now scale production more confidently and reinvest in EV technology, production capacity, or market expansion.

Bumps in the Fast Lane

EV credit markets can shift quickly. In the U.S., lawmakers are considering phasing out credit programs, which would threaten Tesla’s model. In the EU, pooling credits between automakers is allowed, but regulators may change these rules.

Analysts also warn that as every carmaker ramps up EV production, credit prices may drop. Tesla’s revenues rose when others lagged, but as more EVs flood the market, credit demand could weaken and prices fall.

What It Means for the EV Market and Carbon Goals

The Leapmotor-Stellantis carbon credit deal shows how traditional and electric carmakers can work together to meet climate targets. It also reveals a growing trend in the EV space, where clean car companies gain an additional stream of revenue by selling credits to those that lag behind in electrification.

For Leapmotor, the deal boosts credibility and financial flexibility as it expands in and outside China. For Stellantis, the agreement helps it stay compliant in the world’s largest auto market while giving it time to accelerate its own EV rollout.

This model mirrors what Tesla has long benefited from and could soon become a standard revenue model for many EV players. With global carbon credit markets expected to reach hundreds of billions of dollars by 2030, carbon trading between automakers could significantly impact the industry’s economics and the pace of decarbonization.

Bloomberg forecasts global EV sales to take 50% of the market by 2030. China remains the top market globally. global EV sales 2030 BNEF

As global policies tighten and consumer demand for EVs grows, automakers will likely explore more creative ways, like this partnership, to manage their carbon footprints. These deals reinforce how EVs are more than just clean transport—they’re a powerful lever in the global carbon economy.

Looking Ahead: Leapmotor’s Path to Profit and Sustainability

Leapmotor’s deal with Stellantis positions it not only as an EV innovator but also as an energy-efficient exporter of carbon compliance. As global emissions rules tighten, its ability to generate carbon assets may become a key revenue source.

The deal also highlights how the shift to electric vehicles is reshaping global emissions markets. Automakers that sell EVs can now earn substantial revenue through regulatory credits, while legacy firms comply with climate rules.

Tesla’s multi-billion-dollar credit earnings show just how lucrative this business can be. As EV sales grow, the competition for credits will intensify. For EV producers, carbon credits offer not just sustainability merit but real financial value, bolstering their position in the global automotive market and speeding the transition to net-zero transport.

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Micron (MU) Powers AI Boom with Record Profits, Green Goals, and U.S. Expansion

micron

Micron Technology, Inc. (Nasdaq: MU), a global leader in innovative memory and storage solutions, exceeded expectations in its fiscal Q3 2025. The semiconductor giant reported revenue of $9.3 billion, up from $8.05 billion last quarter and $6.81 billion a year ago.

With strong customer focus and advanced technology, the company offers high-performance DRAM, NAND, and NOR products under its Micron® and Crucial® brands. Its solutions support AI and data-intensive applications across data centers, mobile devices, and the intelligent edge.

Micron Crushes Q3 2025 with AI-Driven Growth

Sanjay Mehrotra, Chairman, President, and CEO of Micron Technology,

“Micron delivered record revenue in fiscal Q3, driven by all-time-high DRAM revenue including nearly 50% sequential growth in HBM revenue. Data center revenue more than doubled year-over-year and reached a quarterly record, and consumer-oriented end markets had strong sequential growth. We are on track to deliver record revenue with solid profitability and free cash flow in fiscal 2025, while we make disciplined investments to build on our technology leadership and manufacturing excellence to satisfy growing AI-driven memory demand.”

The net income looked like this:

  • GAAP net income reached $1.89 billion, or $1.68 per diluted share.

  • Non-GAAP net income hit $2.18 billion, or $1.91 per share.

Free cash flow stood at $1.95 billion, while operating cash flow soared to $4.61 billion. With these results, Micron is on track for record performance in fiscal 2025.

micron earnings
Source: Micron

Nvidia Rides Micron’s Momentum

Micron’s strong earnings boosted not just its own stock. Nvidia (NASDAQ: NVDA) jumped 4.33% in premarket trading after the announcement, solely due to investor confidence in AI memory demand.

So what’s driving this change? According to media reports, it’s the high demand for High Bandwidth Memory (HBM), essential for Nvidia’s H100 and Blackwell chips. Micron reported a 50% sequential increase in HBM sales, and data center revenue doubled year-over-year.

This trend shows a growing need for GPU-accelerated computing. With global AI infrastructure expanding, Nvidia stands to gain from Micron’s growth.

Expanding America’s Chip Powerhouse

Micron is heavily investing in U.S. manufacturing and R&D. The company plans to invest up to $200 billion in Idaho, New York, and Virginia. This includes:

  • Two high-volume fabs in Idaho.

  • Up to four advanced fabs in New York.

  • Expansion of its Virginia site.

  • Advanced HBM packaging and research facilities.

It aims to produce 40% of its DRAM in the U.S., supporting federal efforts to strengthen domestic chip production and secure supply chains.

Emissions Reduction Strategy

Micron is also focused on sustainability. The company aims for net-zero Scope 1 and Scope 2 emissions by 2050 and targets a 42% reduction by 2030, based on 2020 levels.

micron emissions
Source: Micron

To support these goals, Micron issued a $1 billion green bond in 2021. This funding is allocated to energy-efficient projects and LEED Gold-certified buildings, following its green bond framework.

  • Reduced greenhouse gas intensity by 56% per unit of production since 2018, marking progress toward its climate goals.
  • It targets emissions from production by using smart tools, low-impact fluids, and cleaner chemicals. These steps deliver real-time results and boost efficiency.

Cleaner Operations Around the Globe

Micron’s facilities are quickly adopting renewable electricity:

  • 100% renewable electricity achieved in mainland China (Q4 2023).

  • On track for 100% renewable electricity in U.S. operations by the end of 2025.

Its new site in Xi’an, China, cut CO₂ emissions by 42%, reduced electricity use by 10%, and achieved a 98% waste recovery rate.

MIRCON
Source: Micron

Power-Efficient Products for an AI-Driven Future

The company launched HBM3E memory, which uses 30% less power than competitors, crucial for AI servers. New low-power memory solutions were also introduced for mobile and edge devices, highlighting a focus on energy-efficient innovation.

As AI workloads increase in power needs, Micron’s low-power solutions offer great value to data centers and tech firms aiming to cut their carbon footprint.

Bright Forecast Q4 2025: Why Investors Should Watch Micron Stock (MU) Closely?

Micron is emerging as a key player in the AI hardware ecosystem. Its strong earnings, positive outlook, and green commitments present a strong case for long-term investors.

It expects revenue to rise to $10.7 billion in Q4 2025, surpassing analyst estimates. The company also predicts a strong 42% gross margin, showing solid pricing and demand.

As Nvidia’s growth closely ties to HBM supply and Micron ramps up to meet demand, MU stock looks increasingly appealing for those bullish on AI infrastructure.

Additionally, the company’s emission targets, green financing, and energy-efficient products create a double win: strong performance and eco-friendly growth. As it prepares to increase U.S. production and power its fabs with clean energy, investors can see that Micron is not just riding the AI wave; it’s building the infrastructure to support it.

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Google Backs Fusion Energy: Signs 200MW Offtake Agreement with Commonwealth Fusion Systems

Google has signed a major power purchase agreement (PPA) for 200 megawatts (MW) of clean fusion power from Commonwealth Fusion Systems’ (CFS) first commercial fusion power plant, ARC. This plant, located in Chesterfield County, Virginia, is set to provide carbon-free power to the grid by the early 2030s.

The tech giant also has the option to buy electricity from more ARC plants in the future. As an investor in CFS since 2021, Google is increasing its stake in the fusion company. While financial terms are undisclosed, this agreement is a big step forward for fusion power and shows Google’s commitment to clean energy innovation.

Michael Terrell, Head of Advanced Energy at Google, said,

“By entering into this agreement with CFS, we hope to help prove out and scale a promising pathway toward commercial fusion power. We’re excited to make this longer-term bet on a technology with transformative potential to meet the world’s future energy demand, and support CFS in their efforts to reach the scientific and engineering milestones needed to get there.”

What Is Fusion, and Why Does It Matter?

Fusion energy combines two light atoms, like hydrogen, into a heavier one, releasing a lot of energy. This is the same reaction that powers the sun.

The IAEA states that fusion could produce four times more energy per kilogram than nuclear fission, which current nuclear power plants use. It can generate millions of times more energy than fossil fuels. Best of all, it’s clean and carbon-free.

Commonwealth Fusion Systems: The Company Behind the Breakthrough

CFS spun out of MIT’s Plasma Science and Fusion Center in 2018. Based in Massachusetts, the fusion giant is working on compact, efficient fusion technology to make fusion power practical and scalable. The company combines breakthrough science with rapid engineering. Using high-temperature superconducting (HTS) magnets and proven tokamak designs, the company aims to bring fusion to the grid quickly and affordably.

Notably, with over $2 billion in support from private and public investors, Commonwealth Fusion Systems leads the way toward a zero-carbon energy future.

Bob Mumgaard, CEO and Co-founder of CFS, said,

“Fusion power is within our grasp thanks in part to forward-thinking partners like Google, a recognized technology pioneer across industries. Our strategic deal with Google is the first of many as we move to demonstrate fusion energy from SPARC and then bring our first power plant online. We aim to demonstrate fusion’s ability to provide reliable, abundant, clean energy at the scale needed to unlock economic growth and improve modern living – and enable what will be the largest market transition in history.”

SPARC to ARC: How the Fusion Journey Begins

The Google-CFS deal connects to SPARC, a compact fusion machine being built at CFS’s campus in Devens, Massachusetts. SPARC uses a tokamak design, a donut-shaped device that holds super-hot plasma with powerful magnetic fields.

With high-temperature superconducting (HTS) magnets, SPARC will be smaller and more efficient than earlier fusion models. Its goal? Achieve net energy gain (Q>1), where it produces more energy than it uses. Once that’s achieved, the technology will power ARC, the world’s first grid-scale fusion power plant.

SPARC
Source: CFS

ARC: Compact, Clean, and Ready for the Grid

ARC aims to generate 400 MW of firm, carbon-free power, similar to a natural gas plant. It can fit easily into existing power grids, providing clean, reliable electricity.

ARC FUSION
Source: CFS

Here’s what makes ARC unique: 

  • Zero carbon emissions

  • Small land footprint — the size of a big-box store

  • Safe design — no risk of meltdown or long-lived radioactive waste

  • Rapid ramp-up/down — supports both baseload and flexible power needs

  • Abundant fuel — uses deuterium from seawater and self-produces tritium

  • Minimal fuel needs — one truck can hold 30 years’ worth of fuel

ARC not only competes with fossil fuels but also surpasses them in cost, location flexibility, and safety. It complements renewables like solar and wind by providing steady backup power.

Job Creation and Local Impact

The Chesterfield County project will create hundreds of jobs during construction and operation. The site near Richmond, Virginia, was chosen for its growing energy needs and strong local infrastructure.

Meeting AI and Electrification Demands

As AI and data centers increase electricity use, traditional energy sources struggle to keep up. Fusion could provide clean, reliable power that meets global demand without harming the planet.

Fusion also avoids the resource bottlenecks of fossil fuels and uranium systems. Since hydrogen is widely available, fusion fuel will remain cheap and stable, unlike natural gas prices, which can fluctuate wildly.

A Climate Moonshot: Why Google Is All In

Google’s partnership with CFS is part of its climate mission. In 2024, Google added 2.5 gigawatts of new clean energy across multiple data center regions. The company also signed deals for advanced geothermal and small modular nuclear reactors (SMRs) and uses AI to optimize grid integration.

With this new fusion deal, Google is betting on the next generation of carbon-free energy. The tech giant understands that securing clean, reliable power is essential for future-proofing its data centers and services.

GOOGLE data center energy emissions
Source: Google

For instance, last year Google signed the first corporate deal to buy power from Kairos Power’s small modular reactors (SMRs), aiming to add up to 500 MW of clean energy to U.S. grids by 2035. The first reactor is expected to be operational by 2030.

Fusion Industry’s Momentum Is Growing

The global fusion race is heating up. The Global Fusion Industry Report shows that over 45 companies have entered the field, raising more than $7 billion in funding. Public-private partnerships are vital, and government support has recently increased by more than 50%.

CFS is leading this charge with real progress. It’s creating a blueprint for a clean energy future. Fusion power from ARC promises low-cost, high-impact solutions for nations, industries, and communities everywhere.

fusion
Source: 2024 Global Fusion Industry Report

By backing this technology early, Google is securing a clean, stable energy supply for its growing needs. It shows that fusion is no longer science fiction; it’s becoming a commercial reality.

The post Google Backs Fusion Energy: Signs 200MW Offtake Agreement with Commonwealth Fusion Systems appeared first on Carbon Credits.

Meta Powers U.S. Data Centers with Nearly 800 MW of Clean Energy Deal with Invenergy

Meta Powers U.S. Data Centers with Nearly 800 MW of Clean Energy Deal with Invenergy

Meta Platforms—the parent company of Facebook, Instagram, and WhatsApp—signed a major deal to secure 791 megawatts (MW) of renewable energy from Invenergy. This brings Meta’s total clean energy procurement from Invenergy to 1,800 MW, supporting the company’s net-zero goals and expanding data center and AI operations.

The new agreement includes four projects:

  • 300 MW Yellow Wood Solar (Ohio)
  • 140 MW Pleasant Prairie Solar (Ohio)
  • 155 MW Decoy Solar (Arkansas)
  • 196 MW Seaway Wind (Texas)

All projects are scheduled to go live between 2027 and 2028. While the electricity flows into the local grid, Meta receives clean energy credits to meet its sustainability goals.

From Likes to Zero: Meta’s Climate Mission Takes Shape

Meta’s new renewable energy deal—nearly 800 megawatts (MW) of wind and solar power from Invenergy—is more than just a clean energy purchase. It’s part of the company’s larger plan to reach net-zero emissions across its entire value chain by 2030.

Meta first achieved 100% renewable energy for its global operations in 2020, powering all of its data centers and offices with clean electricity. Since then, it has continued to expand its renewable energy portfolio, which now totals nearly 10 gigawatts (GW) globally.

Meta sustainability priorities for data centers
Source: Meta

The new Invenergy agreement helps Meta maintain this progress as it builds more data centers to support AI, the metaverse, and other digital services. Invernergy is America’s largest privately held developer, owner, and operator of clean energy solutions.

Meta’s Head of Global Energy, Urvi Parekh, stated:

“We’re laser-focused on advancing our AI ambitions—and to do that, we need clean, reliable energy. We’re grateful for Invenergy’s longtime partnership that helps us support our energy needs and implement our clean energy goals, and look forward to continued collaboration.”

These clean energy investments also support Meta’s work to reduce Scope 3 emissions—those linked to suppliers, hardware production, and transportation. By partnering with clean energy developers and encouraging sustainable practices across its supply chain, Meta is helping to cut emissions beyond its direct operations.

meta GHG emissions 2023
Source: Meta

Meta is also improving energy efficiency at its data centers through advanced cooling systems, automation, and AI-powered power management. In 2023, over 80% of Meta’s suppliers had set or committed to science-based climate targets, further aligning with the company’s net-zero strategy.

In addition to reducing emissions, Meta is investing in long-term carbon removal solutions, such as reforestation and direct air capture. These efforts aim to balance out any remaining emissions the company can’t eliminate.

The latest renewable energy deal shows how Meta is linking its clean energy procurement directly to its climate goals—making sure that the growing demand for digital infrastructure doesn’t come at the cost of the environment.

Why Clean Energy Matters for Meta’s Data Centers

Data centers are the backbone of the internet, housing vast amounts of data and requiring constant power to run servers and cooling systems. According to the International Energy Agency, data centers currently use around 1–1.5% of the world’s total electricity. This number is set to rise sharply because of AI, video streaming, and cloud computing.

To prevent rising emissions alongside increasing demand, Meta is building new data centers powered entirely by clean energy. These facilities aim for energy efficiency. They are also located close to renewable energy sources.

data center electricity demand due AI 2030
Source: IEA

U.S. data centers used about 239 terawatt-hours (TWh) of electricity in 2024. That’s nearly as much as Florida uses in a year. A lot of this power still comes from fossil fuels.

Meta reached its 100% renewable energy target for operations in 2020. It plans to add 9.8 gigawatts (GW) of renewables to U.S. grids by the end of 2025. However, growing data infrastructure demands make continued large-scale clean energy deals essential.

Strategic Benefits of the Invenergy Partnership

Partnering with Invenergy, the leading private clean energy developer in the U.S., nearly doubles Meta’s capacity. It jumps from 1,000 MW to 1,800 MW. This expansion brings several benefits:

  • Renewable energy credits to help Meta stay on track with its net-zero targets

  • Access to grid-based electricity that supports regional power systems

  • Contribution to U.S. clean energy development and energy security

The projects boost economic activity in Ohio, Arkansas, and Texas. Here, solar and wind installations create local jobs and improve power reliability.

Big Tech’s Clean Energy Arms Race

Meta’s move is part of a broader trend in the tech industry. As AI drives up electricity needs, major firms are racing to secure clean power. Amazon, Microsoft, Google, and Meta boosted their clean energy contracts more significantly compared to the previous year.

According to the Clean Energy Buyers Association (CEBA), companies purchased a record-breaking 21.7 gigawatts of clean energy in 2024 alone—the highest annual total to date. With this surge, corporate-driven clean energy capacity in the U.S. has now reached 100 gigawatts since 2014.

CEBA deal tracker
Source: CEBA

Regional power grids are feeling the strain. Some utilities are pushing back on renewable projects to focus on fossil fuel plants. This raises worries about air pollution and environmental justice. To offset this, companies are using mechanisms like power purchase agreements (PPAs) and environmental attributes purchase agreements (EAPAs).

Meta often uses EAPAs. They buy renewable energy credits instead of electricity. This approach helps fund new clean power projects without directly using the energy source.

Meta is exploring nuclear energy. They are also looking into on-site renewables and sustainable infrastructure. This is important in places where grid expansion can’t keep up with data center growth.

Charging Ahead: Meta Plots a Cleaner, Smarter Grid Game

Meta plans to continue investing in clean energy to match the electricity needs of its expanding data center footprint. This latest deal reflects a commitment to powering large-scale infrastructure sustainably. Such agreements can boost local clean energy markets and create industry standards for responsible growth.

As technologies like AI, virtual reality, and cloud services evolve, energy demand will keep rising. Meta aims to meet this demand without growing its carbon footprint. The company is also investing in storage technologies and energy-efficient systems to maximize the impact of its clean energy use.

By securing long-term renewable energy partnerships, the tech giant supports both innovation and climate progress.

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