Group 1 - The Board of Directors of Capital Clean Energy Carriers Corp. has scheduled an annual meeting for shareholders on September 22, 2025, at the Corporation's headquarters in Greece [1] - Shareholders of record as of July 25, 2025, are entitled to vote at the Annual Meeting, and relevant materials are being sent to them [1] - Electronic copies of the meeting materials are available on the Corporation's website [1] Group 2 - Capital Clean Energy Carriers Corp. is a leading international shipping company focused on gas carriage solutions and energy transition [2] - The company operates a fleet of 15 high specification vessels, including 12 latest generation LNG carriers and three legacy Neo-Panamax container vessels [2] - An additional fleet under construction includes six latest generation LNG carriers, six dual-fuel medium gas carriers, and four handy LCO2/multi-gas carriers, expected to be delivered between Q1 2026 and Q3 2027 [2]

Financial Performance - FY25 Q2 revenue was $18 million, down 26% quarter-over-quarter[17] - FY25 Q2 gross profit was $1.7 million, down 70% quarter-over-quarter[17] - FY25 Q2 net loss was $9.8 million, a 126% increase quarter-over-quarter[17] - FY25 Q2 adjusted EBITDA was a loss of $6.5 million, down 129% quarter-over-quarter[17] - Trailing twelve months (TTM) revenue was $116.5 million, down 15% year-over-year[20] - TTM gross profit was $46.4 million, down 17% year-over-year[20] - TTM net loss was $16.4 million, down 202% year-over-year[20] - TTM adjusted EBITDA was $16 million, down 53% year-over-year[20] Segment Performance - Smart Water segment Q2 revenue increased 48% quarter-over-quarter to $9.5 million[25] - Energy Solutions segment Q2 revenue decreased 77% quarter-over-quarter to $2.6 million[31] - Intelligent Industrial segment Q2 revenue decreased 13% quarter-over-quarter to $5.9 million[37] Smart Water Segment - Over 27 million Hydroconn® universal AMI connectors have been sold[13] - Hydroconn® connectors achieved their highest first six-months revenue to date[15, 28] - Hydroconn® smart water meter connector cabling product line is BABA compliant[29]

Group 1 - AVTL announced a positive final investment decision to build a greenfield terminal for 132k cbm LPG and 318k cbm liquid products, along with a LPG bottling plant of 35,000MT capacity in JNPA port, Mumbai [1] - This terminal will be AVTL's second in JNPA port, aimed at increasing market share in the industrialized and fast-growing regions of West and Central India, with commissioning expected to start in mid-2026 [1] - The total investment for this project is EUR 170 million, with Vopak's share being EUR 70 million, funded by AVTL [2] Group 2 - AVTL is the largest third-party owner and operator of tank storage terminals for liquefied petroleum gas and liquid products in India, operating across six Indian ports [3] - Vopak holds a 42.23% stake in AVTL and is focused on global growth strategies that include industrial and gas infrastructure, as well as energy transition infrastructure [2][4] - Royal Vopak has been providing storage and infrastructure solutions for vital products for over 400 years, emphasizing safety, reliability, and efficiency in supporting the energy transition [4]

Financial Performance - Revenue increased to $38 million, a 13% year-over-year increase[6] - Adjusted EBITDA was $4 million, a $15 million year-over-year improvement[6] - GAAP gross margin was 33%, a 5 percentage point increase year-over-year, while non-GAAP gross margin was 49%, a 9 percentage point increase year-over-year[6] - Annual Recurring Revenue (ARR) reached $59 million, a 3% quarter-over-quarter increase and a 22% year-over-year increase[6] Operating Metrics - Contracted Annual Recurring Revenue (CARR) was $692 million in 2Q25[12] - Storage Operating Assets Under Management (AUM) increased to 17 GWh[13] - Solar Operating AUM reached 327 GW[13] Strategic Debt Exchange - Stem completed a strategic debt exchange, reducing outstanding debt by nearly $200 million[21] - The debt exchange decreased the 2028 principal amount by nearly $230 million[21] - The company exchanged $350 million in aggregate principal amount of 2028 and 2030 Convertible Senior Notes for $155 million in new First Lien Notes due 2030 and $10 million in cash[18] Guidance - Stem reaffirmed its 2025 guidance, with expectations of tracking towards the high end on nearly all metrics[7, 30]

Core Insights - Capstone Infrastructure Corporation announced its financial results for Q2 2025, with detailed Management's Discussion and Analysis (MD&A) available for review [1] - The Board of Directors declared a quarterly dividend of $0.2314 per Preferred Share, payable on or about October 31, 2025, to shareholders of record by October 15, 2025 [2] - The dividends on Preferred Shares are designated as "eligible" dividends under the Income Tax Act (Canada), allowing for an enhanced dividend tax credit for Canadian residents [3] Company Overview - Capstone is focused on driving the energy transition through clean and renewable energy projects across North America, with a portfolio of approximately 885 MW of installed capacity across 35 facilities, including wind, solar, hydro, biomass, and natural gas power plants [4]

Financial Data and Key Metrics Changes - NiSource reported second quarter adjusted EPS of $0.22, bringing the year-to-date total to $1.19, which is an increase of $0.13 from the same period last year [6][24] - The company narrowed its 2025 adjusted EPS guidance to the upper half of the previously stated range of $1.85 to $1.89 [7][25] - The company reaffirmed long-term financial commitments, projecting 6% to 8% annual adjusted EPS growth and 8% to 10% rate base growth through 2029 [25][30] Business Line Data and Key Metrics Changes - Strong performance was noted in both the NIPSCO and Columbia segments, which continue to outperform expectations [24] - The operational excellence initiatives, including Project Apollo and WAM, have enabled consistent and high-quality results across the business [25] Market Data and Key Metrics Changes - Customer growth was observed at nearly 1% in the electric business and 0.6% in the gas business, both surpassing forecasts [26] - Metro growth in Columbus, Ohio was reported to be 38% higher than the national average last year, indicating strong economic tailwinds [26] Company Strategy and Development Direction - NiSource's strategy focuses on disciplined capital deployment, operational excellence, and fostering constructive regulatory relationships [5][6] - The company is advancing its internal AI capabilities to enhance operational efficiency and create a sustainable competitive edge [7][8] - Regulatory achievements include a $40.7 million revenue increase in Virginia and a $257 million revenue uplift in Indiana, reinforcing stakeholder relationships [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand for data centers in Northern Indiana and emphasized a disciplined approach to executing this opportunity [34][35] - The company remains focused on maximizing opportunities for stakeholders, including existing customers and communities, while maintaining financial integrity [35][16] Other Important Information - NiSource's five-year capital plan is valued at $19.4 billion, with 48% allocated to gas system hardening [22] - The company is actively engaging in commercial development of over $2 billion in identified upside projects [23] Q&A Session Summary Question: How is NiSource thinking about the data center opportunity in NIPSCO territory? - Management highlighted strong demand for data centers and emphasized a disciplined approach to execution, ensuring existing customers are protected while serving new ones [34][35] Question: How do the Genco application and counterparty negotiations relate to each other? - Management clarified that the Genco declination process and counterparty negotiations are separate but ongoing, with confidence in achieving a positive outcome [39][40] Question: What is the status of coal plant retirements and their impact on supply? - Management confirmed plans to retire the Schaeffer plant by the end of the year while working closely with state officials to align on capacity needs [58][59] Question: How does the financing strategy relate to the Genco structure? - Management indicated flexibility in financing strategies and emphasized the importance of strengthening the balance sheet to support future operations [62][64] Question: What is the timeline for the Genco declination process? - Management confirmed that all final filings are due soon, with an order expected by the end of the third quarter [78]

Core Viewpoint - Carbon TerraVault Holdings, LLC (CTV), a subsidiary of California Resources Corporation (CRC), has received authorization from the U.S. EPA to construct CO2 injection wells, marking a significant step in California's carbon capture and storage (CCS) initiatives [1][2]. Financial Performance - In the second quarter of 2025, CTV reported other operating expenses of $14 million, down from $18 million in the first quarter. General and administrative expenses remained stable at $3 million for both quarters [4]. - Capital investments increased to $5 million in Q2 2025 from $2 million in Q1 2025. Adjusted EBITDAX improved to $(17) million in Q2 from $(21) million in Q1 [4]. Guidance - For the third quarter of 2025, CTV expects capital expenditures to be between $8 million and $10 million, with total year guidance set at $20 million to $30 million. Other operating expenses are projected to range from $7 million to $13 million for Q3 and $45 million to $60 million for the full year [6]. - Adjusted EBITDAX for Q3 is anticipated to be between $(15) million and $(11) million, with a full-year estimate of $(68) million to $(64) million [6]. Project Development - CTV is focused on completing California's first CCS project at the Elk Hills cryogenic gas plant by year-end 2025, with CO2 injection expected to begin in early 2026, pending final regulatory approvals [7][9]. - The company is in discussions with potential partners to supply power from the Elk Hills power plant, utilizing a carbon capture and storage pathway to support decarbonized energy solutions [7]. Company Overview - Carbon TerraVault is dedicated to developing projects for capturing, transporting, and permanently storing CO2, aiming to support CRC's affiliates and customers in achieving decarbonization goals [9][11]. - The Carbon TerraVault Joint Venture, formed between CTV and Brookfield, focuses on developing the necessary infrastructure and storage assets for CCS in California, with CRC holding a 51% stake [10].

RONKONKOMA, N.Y., Aug. 05, 2025 (GLOBE NEWSWIRE) -- SUNation Energy, Inc. (Nasdaq: SUNE) (“the Company”), a leading provider of sustainable solar energy and backup power solutions for households, businesses, and municipalities, today announced that it will issue its financial results for the second quarter ended June 30, 2025 on Thursday, August 14, 2025 after the close of the stock market. The Company will host a corresponding conference call on Friday, August 15, 2025 at 9:00 a.m. ET, to discuss the resul ...

Core Insights - Shoals Technologies Group, Inc. reported a quarterly revenue of $110.8 million, reflecting an 11.7% year-over-year increase, driven by strong demand and project volume [1][5] - The company achieved a gross margin of 37.2% and an operating profit of $16.0 million, although gross profit as a percentage of revenue decreased from 40.3% in the prior year [6][8] - The backlog and awarded orders reached a record level of $671.3 million, indicating a 4.4% increase compared to the previous year, showcasing consistent demand for the company's products [10] Financial Performance - Revenue for the second quarter of 2025 was $110.8 million, up from $99.2 million in the same period last year [5] - Gross profit was $41.2 million, slightly higher than $40.0 million in the prior-year period, but the gross margin percentage decreased to 37.2% from 40.3% [6][8] - Net income increased to $13.9 million from $11.8 million year-over-year, with earnings per share rising to $0.08 from $0.07 [8][29] Operational Highlights - General and administrative expenses rose to $23.1 million, primarily due to increased legal expenses related to ongoing litigation [7] - Adjusted EBITDA for the quarter was $24.5 million, down from $27.7 million in the prior-year period [8] - The company is optimistic about the demand environment and has increased its revenue guidance for the full year 2025 [3][12] Market Position - Shoals Technologies Group is recognized as a leading provider of electrical balance of system solutions and components for the global energy transition market [14] - The company has a significant presence in the renewable energy industry, with solutions deployed on over 70 GW of solar systems globally [14] - The strategic focus on core domestic utility-scale markets is yielding positive results, with growth initiatives expanding exposure to new markets and applications [2][3]

Core Viewpoint - Duke Energy has entered into a definitive agreement with Brookfield to acquire a 19.7% indirect equity interest in Duke Energy Florida for $6 billion, which will enhance its financial position and support its capital investment plans [1][2][3]. Financial Impact - The all-cash transaction is expected to strengthen Duke Energy's balance sheet and fund ongoing capital needs related to its energy modernization strategy [2]. - The investment will provide $2 billion to support Duke Energy's increased $87 billion five-year capital plan and $4 billion to reduce holding company debt [3][7]. - The transaction is anticipated to enable a 100 basis point increase in Duke Energy's long-term FFO/Debt target to 15% and support an EPS growth rate of 5% to 7% through 2029 [7]. Operational Aspects - Duke Energy will retain an 80.3% interest in Duke Energy Florida and will continue to operate the utility with its existing workforce, ensuring no changes to operations or leadership [8][7]. - The investment will facilitate a $4 billion increase in Duke Energy Florida's five-year capital plan, bringing total investments in the state to over $16 billion through 2029, focusing on grid modernization and capacity enhancements [4][5]. Transaction Structure - Brookfield's investment will be phased, with $2.8 billion at the first closing expected in early 2026, followed by additional payments in subsequent years [6]. - The transaction is subject to customary closing conditions, including regulatory approvals from relevant authorities [9]. Strategic Partnership - The partnership with Brookfield is viewed as a long-term collaboration that will support the growth of Duke Energy Florida's regulated asset base and enhance service delivery to customers [4][5].