Energy Cos. Partner for Power Solutions With Excellent Upside Potential

1. Eguana Technologies Inc. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000. In addition, Eguana Technologies Inc. has a consulting relationship with Street Smart an affiliate of Streetwise Reports. Street Smart Clients pay a monthly consulting fee between US$8,000 and US$20,000.
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* Disclosure for the quote from the John Newell article published on September 26, 2025

1. For the quoted article (published on September 26, 2025), the Company has paid Street Smart, an affiliate of Streetwise Reports, US$3,000.
2. Author Certification and Compensation: John Newell of John Newell and Associates was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Newell holds a Chartered Investment Management (CIM) designation (2015) and a  U.S. Portfolio Manager designation (2015). The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.

John Newell Disclaimer

As always it is important to note that investing in precious metals like silver carries risks, and market conditions can change violently with shock and awe tactics, that we have seen over the past 20 years. Before making any investment decisions, it's advisable consult with a financial advisor if needed. Also the practice of conducting thorough research and to consider your investment goals and risk tolerance.

The rapid shift towards renewable energy, particularly with the emergence of Electrification 2.0, is revolutionizing how utilities plan and manage the grid, according to a new blog post written by two companies collaborating to meet the needs of the accelerated energy transition.

As electrification expands to include vehicles, heating, and industrial processes, utilities are experiencing load growth rates not seen in decades, wrote Nick Tumilowicz, director of product management for Itron; and Brent Harris, founder and chief operating officer of Eguana Technologies Inc. (EGT:TSX.V; EGTYF:OTC), in the report.

"The challenge now is to extract more capacity from existing infrastructure without overbuilding," they wrote. "The deployment of demand-side management (DSM) at scale along with dependable Distributed Energy Resources (DERs) is critical to the success of these efforts. This also calls for smarter orchestration of grid-edge assets through modern operations equipped with real-time visibility, forecasting and control — capabilities now made possible through scalable, utility-grade platforms like Itron's Grid Edge Intelligence portfolio."

As the grid faces unprecedented pressure from Electrification 2.0, the role of DERs must evolve, the pair noted. It's no longer enough to reduce demand during peak hours; customer-sited resources must now interact with utility operational systems in real time, with reliable performance, verifiability, and cybersecurity.

"Unlike thermostats, managed EV charging and other deferrable loads, distributed energy storage is the only behind-the-meter asset currently capable of both absorbing and delivering power on demand," the blog said. "This makes it uniquely suited to support real-time DER coordination, local capacity relief and grid-edge optimization."

Companies Successfully Test Collaboration

To achieve broad scalability, DER integration must align with utility-grade communications, control protocols, and open standards that enable interoperability.

This is where collaborations like Itron and Eguana's come into play, they said. Together, the companies have successfully tested system interoperability with the native integration of Eguana's residential battery energy storage system with Itron's Grid Edge Intelligence infrastructure using the IEEE 2030.5 protocol. With this, Itron's Riva electric meters can directly control distributed energy resources, including enabling visibility and control of battery energy storage.

This collaboration integrates Eguana's energy storage systems (ESS) directly within Itron's distributed intelligence ecosystem — enabling real-time control and visibility from a secure, standards-based utility server embedded in the smart meter itself, Tumilowicz and Harris wrote.

The result is a reliable, interoperable architecture that minimizes control complexity while accelerating scalable grid-edge DER adoption. Itron's Grid Edge Intelligence portfolio is built on distributed intelligence (DI) and proven AMI networks, providing a secure, standards-compliant, and utility-integrated path to scalable DER orchestration at the grid edge.

More than 15 million of Itron's DI-enabled meters have been shipped globally, laying the foundation for intelligence at the grid edge, the blog said.

"Eguana's Evolve residential ESS were designed from the beginning to meet the operational demands of utilities — not just consumers," the report noted. "Proven on grids worldwide, Evolve stands apart from typical consumer-oriented ESS by delivering fast, accurate and standards-compliant responses, autonomous dispatch capabilities, and high-resolution performance reporting."

The authors continued, "Eguana was one of only two storage systems—out of more than a dozen evaluated — that met the stringent performance and reporting requirements of Australia's FCAS Fast Frequency Response market. With these advanced capabilities, Eguana is exceptionally positioned to serve as a reliable grid asset within Itron's Grid Edge Intelligence portfolio."

Expert: Chart Suggests 'Investor Sentiment is Shifting'

*According to an analysis by John Newell of John Newell & Associates on September 26, Eguana has thousands of its proprietary systems already installed across North America, Australia, and Europe, and is positioning itself as a crucial player in the accelerating energy transition. By integrating high-performance storage technology with virtual power plant (VPP) fleet management software, Eguana is targeting both utility-scale distributed resource aggregation and consumer backup markets.

By deploying on-site energy capacity directly where it is most needed, Eguana connects consumers, contractors, and utilities, offering essential solutions as electricity demand rises in the era of electrification, Newell wrote.

Eguana's business model tackles one of the most urgent challenges utilities face today: managing the increasing electricity demand from the electrification of vehicles, heating, and industrial systems without overbuilding expensive centralized infrastructure, the expert said. Its distributed energy storage systems can absorb and deliver power on demand, creating flexible grid-edge capacity that supports real-time load balancing, local resiliency, and the integration of renewable energy sources.

With fundamentals aligned to a market opportunity exceeding US$100 billion and strong tailwinds from the energy transition, Eguana Technologies Inc. was rated as a Speculative Buy by John Newell.

The company's systems go beyond consumer backup products; they are engineered for utility-grade reliability, supporting applications such as local capacity relief, fast frequency response, and integration with virtual power plants, he said.

Eguana has validated its technology through partnerships with global leaders like Mercedes-Benz, Duracell, and the Itochu Corp.

The collaboration with Itron successfully integrates Eguana's storage solutions directly into smart meters using open standards, Newell noted.

"This interoperability allows utilities to control distributed resources with greater visibility and security, opening the door to scaled adoption," Newell wrote. "With a production capacity of over 24,000 systems annually and relationships with major North American utilities, Eguana is positioned to scale into a utility driven market projected to exceed +US$100 billion by 2030."

After a prolonged downturn in 2023–2024, Eguana's shares established a lengthy consolidation base throughout 2025, according to the analyst. Recently, the stock has surpassed previous price resistance around CA$0.18, bolstered by increasing volume and strengthening relative strength. The initial technical target is a breakout toward CA$0.25, marking the next resistance zone. If momentum persists, secondary targets are set at CA$0.45 and CA$0.90, presenting significant upside potential from current levels.

"The chart suggests that investor sentiment is shifting, with accumulation patterns pointing to the possibility of a sustained recovery if the company executes on upcoming catalysts," he said. "With relative strength indicators improving and volume trends turning positive, the technical setup suggests that a sustained recovery is possible."

With fundamentals aligned to a market opportunity exceeding US$100 billion and strong tailwinds from the energy transition, Eguana Technologies Inc. was rated as a Speculative Buy by John Newell.

The Catalyst: US Consuming More Electricity Than Ever

In a dramatic change from nearly two decades of stagnant U.S. load growth, Americans are now consuming more electricity than ever, according to a report by ICF International. The rapid expansion of data centers to support AI technology, coupled with a surge in new manufacturing and oil and gas production, is driving a significant increase in industrial electricity demand.

Additionally, electric vehicles, heat pumps, and other energy-intensive products are further contributing to this growth. ICF's analysis indicated that U.S. electricity demand is projected to rise by 25% by 2030 and by 78% by 2050, compared to 2023 levels. This surge in demand has major implications for the reliability and affordability of electricity. For residential customers, electricity rates could climb by 15% to 40% by 2030, depending on the market. By 2050, some rates might even double.

In a piece for U.S. Global Investors dated July 25, Frank Holmes likened the current AI advancements to the scale and ambition of the defense expansion during the Reagan era or the shale boom of the 2010s.

According to Grand View Research, the global data center market size was estimated at US$347.6 billion in 2024 and is projected to reach US$652.01 billion by 2030, growing at a compound annual growth rate (CAGR) of 11.2% from 2025 to 2030. "The rapid adoption of digital transformation initiatives, cloud computing, and emerging technologies such as artificial intelligence (AI), machine learning (ML), and the Internet of Things (IoT) have substantially increased data processing and storage requirements," the researchers noted.

Ownership and Share Structure

According to the company, about 0.5% is owned by management and insiders.

24.6% is held by the Japanese ITOCHU Corp., the company said.

The company's market cap of CA$9.02 million, according to Refinitiv. Its 52-week range is CA$0.05 and CA$0.23.