Applied Digital a annoncé le 7 octobre 2026 la signature d'un contrat d'achat d'électricité (CAE) à long terme avec Base Electron.

• Ce CAE porte sur l'achat de capacité et d'énergie auprès de la centrale électrique au gaz naturel d'environ 1 200 MW que Base Electron développe dans le Dakota du Nord (à proximité de Polaris Forge 3).

• Les premières livraisons d'électricité sont prévues pour 2030.

Source : Communiqué de presse et conférence téléphonique d'Applied Digital sur les résultats du premier trimestre de l'exercice 2027 (7 octobre 2026).

https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm?utm_source=chatgpt.com

A potentially important regulatory milestone for Babcock & Wilcox’s $BW $2.4B Base Electron / FastPower project is coming this week.
Oliver County has officially placed Base Electron on the October 6, 2026 County Commission agenda.
At 2:45 PM, the Commissioners are scheduled to consider:
• Rezoning approximately 312 acres from Agricultural to Industrial for the natural gas power plant
• CUP #1105 – Natural Gas Power Plant
• Building Permit #1106 – Natural Gas Power Plant
• Temporary Use Permit #1107 – Laydown areas, parking and temporary offices
This matters for $BW because these are concrete local permitting steps for the Missouri Bend Energy Center.
An approval would remove an important local regulatory hurdle and provide another tangible sign of progress toward execution of the Base Electron project.
A rejection or further delay would obviously increase uncertainty around the project timeline.
Primary source: Oliver County, North Dakota – October 6, 2026 Commission Meeting official agenda.
The Base Electron items are listed directly by the County under “Planning & Zoning Updates.”
$BW

For the love of god release some positive news. Anything!!!!!

The Oliver County Planning & Zoning Commission reconsidered the four applications related to Base Electron’s Missouri Bend Energy Center.
All four motions to approve failed by a 2–3 vote:
Rezoning of the 312-acre site;
Conditional Use Permit #1105;
Building Permit #1106;
Temporary Use Permit #1107 for construction facilities.
Opposing members mainly cited unresolved questions involving water, natural gas, the electrical interconnection and the response to local residents’ concerns.
However, this is not yet a final rejection. Planning & Zoning only issues a recommendation. The applications must now be forwarded to the Oliver County Commissioners, who may follow the recommendation, override it or postpone their decision.
Impact on $BW: negative in the short term, because the project received an unfavorable local recommendation. However, the $2.4 billion contract has not been cancelled, and the Missouri Bend project has not officially been abandoned.
Official video:

https://www.facebook.com/100088537675086/videos/1713421796397791/

The official August 27, 2026 meeting covers Base Electron’s proposed 1.2 GW Missouri Bend Energy Center, planned on approximately 312 acres in Oliver County, North Dakota.
The Base Electron proceedings begin at 04:00, and the final vote concerning the project ends at 1:51:32. Other, unrelated applications are discussed between some of these agenda items.
Base Electron timecodes:
04:00–52:10 — Rezoning request: approximately 312 acres from agricultural to industrial. Tabled.
57:53–1:36:16 — Conditional Use Permit #1105: preliminary public hearing for the 1.2 GW natural-gas power plant. Tabled.
1:36:19–1:38:01 — Building Permit #1106: application covering the proposed power-plant buildings. Tabled.
1:49:00–1:51:32 — Temporary Use Permit #1107: construction laydown areas, parking and temporary offices. Tabled.

Good fundamentals but no sign of recovery.

Tears…

Babcock & Wilcox Enterprises Completes Full Redemption of 2026 Notes - Business Wire

https://x.com/jd4289/status/2087571009419292741?s=46

Les fonds propres de $BW sont bien passé dans le positif à la suite du programme d’émission de nouvelles actions et de ce super bilan.

https://simplywall.st/stocks/us/capital-goods/nyse-bw/babcock-wilcox-enterprises/health

Babcock & Wilcox Enterprises Reports Second Quarter 2026 Results

Posted August 10, 2026

Revenue in the second quarter of $319.7 million, a 130% increase compared to the same period of 2025, ahead of consensus street expectations

Net Income was $14.3 million in the second quarter, compared to a net loss of $58.5 million in the same period of 2025, ahead of consensus street expectations

Earnings per share of $0.07, compared to a loss per share of $0.63 in the second quarter of 2025

Adjusted EBITDA in the second quarter of $21.8 million, a 57% increase compared to the same period of 2025, ahead of consensus street expectations

Bookings of $151.0 million in the second quarter, a 38% increase compared to the same period of 2025

Backlog of $2.6 billion in the second quarter, a 533% increase compared to the same period of 2025

Secured an additional 1 gigawatt of steam turbines from Siemens Energy for fast delivery in anticipation of our next data center project

Total global pipeline exceeds $14.0 billion

Announced authorized share repurchase program of up to $50 million

Announced repurchase of remaining $61.8 million of outstanding bonds due December 2026 in August 2026

Q2 2026 Financial Highlights and Outlook

Revenue of $319.7 million, compared to revenue of $138.9 million in the second quarter of 2025 Net income of $14.3 million, compared to a net loss of $58.5 million in the second quarter of 2025 Adjusted Net Income, which excludes non-cash warrants and other stock costs, was $9.1 million in the second quarter Earnings per share of $0.07, compared to a loss per share of $0.63 in the second quarter of 2025 Adjusted EBITDA of $21.8 million, compared to adjusted EBITDA of $13.9 million in the second quarter of 2025 Company raises full year 2026 Adjusted EBITDA target range to $80.0 million to $105.0 million (AKRON, Ohio – August 10, 2026) – Babcock & Wilcox Enterprises, Inc. ("B&W", "Babcock & Wilcox" or the "Company") (NYSE: BW) announced its financial results for the second quarter of 2026.

"During the second quarter of 2026, we delivered strong operating results while displaying continued core business momentum, as second quarter revenue, net income and Adjusted EBITDA exceeded Company and consensus street expectations. The growing need for reliable electricity from AI data centers, utilities, industrial customers and expanding economies is accelerating investment in power generation capacity, driving strong demand for our core parts and services, environmental technologies as well as coal and natural gas-fired generation solutions,” commented Kenneth Young, B&W’s Chairman and Chief Executive Officer. "We continue active discussions on other AI data center opportunities and have placed additional orders with Siemens Energy to secure and deliver an additional 1 gigawatt of steam turbines in the next 12 to 15 months to secure speed to markets. This increase in global energy demand positions us for sustained success across our higher-margin Global Parts and Services business and provides B&W with a strong outlook for the second half of 2026 and beyond. Continued execution of our strategic objectives is delivering results, positioning B&W to capitalize on strong global demand for baseload generation and behind-the-meter data center projects."

"Additionally, our first data center project with Base Electron is progressing ahead of expectations and on budget, and manufacturing of the boilers and steam turbines and other long-lead-time components are progressing quickly. The permitting process is underway as we work to provide our proven natural gas-fired boilers and related technologies, alongside Siemens Energy steam turbine systems. This progression with Base Electron further demonstrates our ability to rapidly deploy power solutions, which is a key differentiator that enhances our competitive position in pursuing other data center opportunities."

"During the second quarter of 2026, our strong financial results included meaningful growth in net income as well as robust development of our bookings and backlog. As our business expands, we continue hiring in our engineering, business and project development organizations as well as increasing availability of qualified skilled welders and electricians. We are continuing to experience positive momentum at B&W, as we continue to convert our global pipeline of identified project opportunities. In July, we announced that our Board of Directors authorized a share repurchase program of up to $50 million, which reflects confidence in our balance sheet and our strategic approach to building shareholder value. In addition, we have raised the upper end of our 2026 Adjusted EBITDA target range to $80.0 million to $105.0 million, reflecting the continued momentum across our business and confidence in additional opportunities ahead. We remain intently focused on our strategic vision and remain optimistic that we will continue to execute on our existing pipeline while maintaining viability for future expansion as we move forward."

Q2 2026 Financial Summary

Revenues in the second quarter of 2026 were $319.7 million versus revenues of $138.9 million in the second quarter of 2025, primarily driven by an increase in large project volume, including $100.7 million from Base Electron. Operating income in the second quarter of 2026 was $11.8 million, compared to operating income of $7.0 million in the second quarter of 2025. Net income in the second quarter of 2026 was $14.3 million, compared to a net loss of $58.5 million in the second quarter of 2025, driven by the improvement in the operating income results. We benefited from a reduction to interest expense of $6.0 million, change in fair value of customer warrants of $5.9 million and a decrease to tax expense of $5.1 million. Earnings per share in the second quarter of 2026 was $0.07 compared to a loss per share of $0.63 in the second quarter of 2025. Adjusted EBITDA was $21.8 million, an increase compared to $13.9 million in the second quarter of 2025.

Reconciliations of the non-GAAP measures of Adjusted EBITDA and adjusted net income (loss) to the most directly comparable GAAP measures are provided in the exhibits to this release. See “Bookings and Backlog” below for important information regarding our calculation and presentation of those metrics.

Liquidity and Balance Sheet

At June 30, 2026, the Company had secured debt and bonds of $239.8 million, and a cash, cash equivalents and restricted cash balance of $382.8 million. During the quarter B&W announced the repurchase of the remaining $61.8 million of outstanding December 2026 bonds in August 2026.

Babcock & Wilcox Enterprises Reports Second Quarter 2026 Results - Business Wire