So I'd like just to begin there in terms of what you have unveiled here, do you think that this gives now the European Union a real chance to compete with some of these very sort of heavily government backed industries in China, for example, and in the United States with the Inflation Reduction Act. Hello. Good morning.So it's not against anyone, but it is just to assure that it is not that we are reliable, predictable and stable continent. It is that we are an attractive continent and that we, the Member S ...

Company Overview and Financial Performance - Centrus's market capitalization is $1 billion[19] - The company's 2024 revenue was $442 million[19], with a net income of $73.2 million[19] - The LEU segment accounts for 79% of the 2024 revenue, while the Technical Solutions segment contributes 21%[21] Market Position and Opportunities - Centrus has a significant LEU segment backlog of approximately $2.8 billion, contributing to a total backlog of $3.8 billion extending to 2040[18, 52] - The company estimates a total addressable market (TAM) for HALEU of $6.2 billion per year by 2035[31, 45] - The LEU market opportunity is estimated at $2.4 billion per year for global utilities and $1.9 billion per year for U S reactors[45] HALEU Production and Government Contracts - Centrus has delivered approximately 670 kilograms of HALEU to the Department of Energy as of March 2025[18, 43, 62] - The company won a HALEU Operations Contract with the DOE, potentially worth up to $1.1 billion over 11 years if all options are exercised[64] Impact of Russian Uranium Imports Ban - U S utilities purchased approximately 3.9 million SWU of Russian-origin in 2023, representing 24% of U S demand[38, 39, 68] - The Prohibiting Russian Uranium Imports Act effectively eliminates Russia as a competitor for enriched uranium in the U S post-2027 and released $2.7 billion in funding to promote domestic uranium enrichment[68]

Core Insights - Chevron Corporation is entering the lithium business by acquiring 125,000 acres in Texas and Arkansas, marking its first step into commercial lithium production, which is essential for electric vehicle batteries [1][8] - The company plans to utilize Direct Lithium Extraction (DLE) technology, which is faster and more environmentally friendly compared to traditional mining methods [2][8] - This strategic move reflects Chevron's broader goal to diversify beyond oil and gas, leveraging its expertise in drilling and reservoir management to meet the increasing demand for domestically produced battery materials [3][4] Company Strategy - Chevron's commitment to building a scalable business in energy transition materials highlights its dedication to the electrification age and U.S. energy independence [4] - The acquisition aligns with the U.S. goal of securing critical mineral supply chains amid global uncertainties [3] Competitive Landscape - ExxonMobil has already secured 120,000 acres in the Smackover Formation and aims to produce enough lithium for over one million EVs annually by 2030, with plans for a commercial facility in Arkansas by 2027 [5] - Occidental Petroleum is also pursuing lithium extraction through its TerraLithium subsidiary, focusing on low-carbon production methods [6] Financial Performance - Chevron's shares have increased by more than 5% in the past month [7] - The company's forward 12-month P/E multiple is approximately 18.5X, which is below the S&P 500 average [9] - Chevron has beaten the Zacks Consensus Estimate for earnings in two of the last four quarters [10]

PSEG Investor Update Leading toward a sustainable future 1 March 2025 PSEG Investor Update March 2025 Forward-Looking Statements Certain of the matters discussed in this report about our and our subsidiaries' future performance, including, without limitation, future revenues, earnings, strategies, prospects, consequences, and all other statements that are not purely historical constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-loo ...

Jakarta is sinking, and the world is warming fast. But Rachman reminds us that beyond technology and treaties, what we truly need is global unity. Drawing inspiration from Indonesia’s independence, he calls for a renewed spirit of Bhinneka Tunggal Ika to confront the climate crisis together. Rachman has worked for one of Southeast Asia's biggest electricity utility companies for over 15 years. During his career in the company, he gained experience in power generation, transmission, distribution, and retail; ...

INVESTOR PRESENTATION May 2025 OUR PURPOSE: Lead the evolution to more resilient, efficient, and sustainable energy solutions. INVESTOR RELATIONS Aaron Jagdfeld PRESIDENT & CEO YorkRagen CHIEF FINANCIAL OFFICER Kris Rosemann DIRECTOR CORPORATE FINANCE & INVESTOR RELATIONS (262)506 -6064 InvestorRelations@generac.com 2 3 • fluctuations in cost, availability, and quality of raw materials, key components and labor required to manufacture ourproducts; • our dependence on a small number of contract manufacturers ...

Core Insights - Commercial Metals Company (CMC) reported financial results for the fiscal third quarter ended May 31, 2025, showing sequential improvement in performance driven by better market conditions across all segments [1][2] - The company achieved net earnings of $83.1 million, or $0.73 per diluted share, on net sales of $2.0 billion, compared to net earnings of $119.4 million, or $1.02 per diluted share, on net sales of $2.1 billion in the prior year [2][3] Financial Performance - Adjusted earnings for the third quarter were $84.4 million, or $0.74 per diluted share, down from $119.6 million, or $1.02 per diluted share, in the prior year [3] - The company's consolidated core EBITDA was $204.1 million with a core EBITDA margin of 10.1% [6] - Cash and cash equivalents totaled $893.0 million, with available liquidity exceeding $1.7 billion as of May 31, 2025 [4] Business Segments Overview - North America Steel Group saw a 1.6% increase in finished steel product shipments year-over-year and a 10.4% increase compared to the second quarter [6] - The Emerging Businesses Group reported net sales of $197.5 million, a 4.7% increase year-over-year, with adjusted EBITDA margin improving to 20.7% [10] - The Europe Steel Group achieved adjusted EBITDA of $3.6 million, recovering from a loss of $4.2 million in the prior year, with an adjusted EBITDA margin of 1.5% [12] Strategic Initiatives - The TAG program is gaining momentum, exceeding targeted EBITDA benefits, with an annual run-rate expected to exceed $100 million [6][14] - The company is positioned to benefit from structural trends in infrastructure investment, reshoring, and energy transition [2][14] Market Outlook - CMC anticipates improved consolidated financial results in the fourth quarter, with expectations for increased finished steel shipments and adjusted EBITDA margins [13] - The company expects to receive a CO2 credit of approximately $28 million in the fourth quarter due to Polish legislation [13]

Core Argument - The silver sector is gaining attention as a potentially more explosive investment opportunity compared to gold, driven by unique fundamentals and increasing demand for green technology [1][2]. Industry Overview - Silver serves as an industrial workhorse, with over 50% of annual consumption linked to industrial applications, making it essential for sectors like photovoltaic cells and electric vehicles [3]. - The silver market is facing a structural supply deficit for the fifth consecutive year, where demand consistently exceeds supply from mining and recycling, providing strong price support [4]. - Favorable macroeconomic trends, including potential interest rate cuts by the U.S. Federal Reserve and a downtrend in the U.S. dollar, are expected to boost silver demand [5][6]. Investment Opportunities - The Gold/Silver ratio remains above historical averages, suggesting that silver may be undervalued compared to gold, indicating potential for price appreciation [7]. - Direct exposure to silver can be achieved through investment vehicles like the iShares Silver Trust, which has shown a year-to-date net asset value total return of approximately 33% [11][12]. - Mining companies such as First Majestic Silver and Pan American Silver present opportunities for leveraged returns, with First Majestic benefiting from significant revenue leverage to silver prices and Pan American pursuing strategic acquisitions to enhance its portfolio [14][17].

Company Strategy & Transformation - Aramco aims to diversify Saudi Arabia's economy away from oil reliance, positioning itself as a technology company delivering energy [1] - The company plans to grow its gas business by 60% by 2030 compared to 2021 levels, while also investing in renewables, hydrogen, ammonia, and carbon capture [7][17] - Aramco is integrating AI into its operations, including deploying a 70 billion parameter industrial AI model called Aramco Meta Brain across 70,000 workstations [20][21] Financial Performance & Investment - In 2019, the Saudi government sold 1.5% of Aramco, raising $25.6 billion in the largest IPO in history [4] - Aramco accounts for approximately 60% of total Saudi government revenue, and the broader oil sector contributes roughly 30-40% of the kingdom's GDP [5] - Technology realization contributed $2 billion in 2023, increasing to $4 billion, with projections of $2-4 billion annually [23] Energy Transition & Sustainability - Aramco has a net-zero 2050 target for its scope one and scope two emissions and claims to have the lowest carbon intensity for upstream extraction [27] - The company emphasizes a pragmatic approach to the energy transition, advocating for sustainable, affordable, and secure energy solutions [25][27] - Aramco is focusing on both conventional energy sources and new energy sources like solar, wind, and hydrogen, while also pursuing carbon capture and storage [8] Challenges & Risks - OPEC+ production cuts and a budget deficit in the first quarter of 2025 pose challenges to Saudi Arabia's revenue and investment projects [11] - Geopolitical tensions, including the 2019 attacks on Aramco's facilities, remain a concern, prompting heightened security measures [14][15] - The size of Aramco's dividends to the Saudi government remains under scrutiny relative to free cash flow generated [14]

15th Annual East Coast Ideas Conference June 12, 2025 New York City Forward-looking statements and Non-GAAP information This presentation contains forward-looking statements with predictions, projections and other statements about future events. These statements are made on the basis of management's views and assumptions regarding future events and business performance. We use words such as "believe," "expect," "anticipate," "intends," "estimate," "forecast," "project," "will," "plan," "should" and similar ...