Financial Data and Key Metrics Changes - In 2025, the company achieved a record annual production of 198.8 million barrels of oil equivalent, exceeding full-year guidance [3] - Underlying net profit after tax was reported at $2.6 billion, with record production offsetting lower realized prices compared to 2024 [3] - Free cash flow generated was $1.9 billion, with a total fully franked full-year dividend of $1.12 per share, representing a payout ratio of 80% of underlying NPAT [4][25] Business Line Data and Key Metrics Changes - The Sangomar project maintained nameplate production of 100,000 barrels per day with nearly 99% reliability, contributing $2.6 billion to EBITDA since startup [8] - The Beaumont New Ammonia project commenced production in December 2025, with expectations for lower carbon ammonia production targeted for the second half of 2026 [9] - The Scarborough Energy Project was reported at 94% completion at year-end, on track for first LNG cargo in Q4 2026 [10] Market Data and Key Metrics Changes - Oil demand is forecasted to remain resilient due to the difficulty of decarbonizing hard-to-abate sectors, with strong customer demand for Sangomar oil noted [16] - Approximately 75% of LNG volumes for 2026-2028 are contracted, with a mix of oil-linked and gas hub link exposure [17] - The company has contracted 4.7 million tons of new LNG supply to Tier One end customers, reinforcing its position as a reliable energy supplier [17] Company Strategy and Development Direction - The company is focused on disciplined execution to deliver long-term value, maximizing performance from its base business and creating future opportunities for growth [5] - Strategic partnerships, such as those with Stonepeak and Williams for the Louisiana LNG project, are aimed at reducing capital commitments and de-risking investments [22] - Sustainability performance is emphasized as a key component of business success, with a target of reducing greenhouse gas emissions by 15% achieved [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in ongoing demand for LNG as a reliable energy source amid global energy security concerns [16] - The company anticipates a transition year in 2026 with significant activities planned, including a major turnaround at Pluto and the ramp-up of Scarborough [38] - The management remains committed to maintaining a strong balance sheet and liquidity position while delivering solid shareholder returns [25] Other Important Information - The company achieved a 4% reduction in unit production costs through disciplined cost management [8] - Significant safety milestones were reported, with no high-consequence injuries recorded during the year [6] - The company plans to continue optimizing its marketing portfolio and layering in Louisiana LNG offtake [27] Q&A Session Summary Question: Update on Louisiana LNG sell-down progress - Management is pleased with the sell-down process and targets an additional 20% sell-down, reducing Woodside's capital commitment to $9.9 billion [32] Question: Dividend outlook for 2026 - Management indicated flexibility in the capital management framework to consider special dividends or buybacks, depending on performance and market conditions [38] Question: Decommissioning activities and Bass Strait platform removal - Decommissioning activities are ongoing, with major campaigns planned for 2026 and platform removals targeted for 2027 [42] Question: Unit production costs and Beaumont's impact - Management clarified that costs associated with Beaumont will be separate from traditional production costs, with transparency in future reporting [44][46] Question: Contracting status for Beaumont New Ammonia - The company is seeing genuine interest in ammonia products and is layering contracts as the facility ramps up production [60] Question: Production guidance and decline rates - Management noted that natural field decline and maintenance activities are factored into production guidance, with ongoing assessments of Sangomar's performance [86]

Woodside Energy Group (NYSE:WDS) H2 2025 Earnings call February 23, 2026 06:00 PM ET Speaker5Good morning, welcome to Woodside's 2025 full year results presentation. We are presenting from Sydney, and I would like to begin by acknowledging the traditional custodians of this land, the Gadigal people of the Eora Nation, and pay my respects to their elders, past and present. Today, I'm joined on the call by our Chief Financial Officer, Graham Tiver. Together, we will provide an overview of our full year 2025 p ...

23/02/202 LACROIX: Growth in the German Energy Transition Strengthens the Smart Grids Business Unit The German market is driven by the energy transition and a robust regulatory framework The energy transition, driven by the rise of renewable energies and the proliferation of decentralized generation (photovoltaic systems, heat pumps, charging stations) is turning households into active players in the grid, and increasing the operational complexity of medium and low voltage networks. While France moved early ...

Q4 2025 earnings call February 23, 2026 Important note for investors This presentation contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 regarding Dominion Energy. The statements relate to, among other things, expectations, estimates and projections concerning the business and operations of Dominion Energy. We have used the words "path", "anticipate", "believe", "forecast", "could", "estimate", "expect", "intend", "may", "plan", "outlook", ...

Duke Energy Foundation commits $500,000 to support local environmental resilience programs across North Carolina [Accessibility Statement] Skip Navigation- Funding will support projects aimed at enhancing and preserving the state's natural surroundings- Up to 20 nonprofits will each receive a $25,000 grant – [apply] by March 13CHARLOTTE, N.C., Feb. 23, 2026 /PRNewswire/ -- Duke Energy Foundation is committing $500,000 to support local environmental resilience projects across North Carolina that conserve nat ...

Core Insights - The global shift towards renewable energy sources is being driven by decarbonization goals, stricter emissions standards, and expanding clean-energy mandates, leading to increased investor interest in companies like NextEra Energy (NEE) and GE Vernova (GEV) [1] Industry Overview - The share of renewable energy in global power generation is rising, replacing fossil fuels and aiding in climate goals. Factors such as long-term power purchase agreements, stable revenue, and advanced technology are enhancing the financial attractiveness of the renewable sector [2] Company Profiles - NextEra Energy is a leading regulated utility and one of the largest renewable energy developers, providing stable earnings and exposure to clean energy growth. GE Vernova focuses on power generation equipment and grid modernization, positioning itself as a key player in electrification and decarbonization [3][18] NextEra Energy (NEE) Highlights - NEE's long-term earnings per share (EPS) growth outlook through 2028 is supported by the addition of renewable assets and strong execution across business segments, projecting a compound annual growth rate of over 8% through 2035 [5][10] - The company plans to add 76.5-107.6 gigawatts (GW) of new renewable capacity from 2026 to 2032, with a current backlog of 29.8 GW in signed contracts [6] GE Vernova (GEV) Highlights - GEV is focused on energy transition, with a diversified portfolio across Power, Wind, and Electrification, serving the entire electricity value chain [7][18] - The launch of GridOS for Distribution in February 2026 aims to enhance utilities' management of distribution grids, increasing recurring software revenue potential. GEV also completed the acquisition of Prolec GE, expanding its North American presence [8] Financial Estimates - The Zacks Consensus Estimate for NEE indicates a year-over-year EPS increase of 7.82% for 2026 and 8.9% for 2027 [9] - For GEV, the 2026 EPS estimate shows a decline of 21.09%, while the 2027 estimate suggests a recovery with a 55.01% increase [11] Dividend and Valuation - NEE has a current dividend yield of 2.46%, compared to GEV's 0.24%, with the S&P 500 composite at 1.08% [13] - NEE's forward Price/Earnings (P/E) ratio is 22.73X, while GEV's is significantly higher at 55.07X, making NEE more attractive from a valuation perspective [14] Return on Equity (ROE) - NEE's current ROE is 12.18%, while GEV boasts a much higher ROE of 46.91%, indicating different efficiency levels in utilizing shareholders' funds [15] Stock Performance - Over the past six months, GEV shares have increased by 37.9%, while NEE shares have risen by 22.4% [16] Investment Recommendation - Currently, NextEra Energy is favored due to its stronger earnings growth, higher dividend yield, and more attractive valuation compared to GE Vernova, with both companies holding a Zacks Rank of 3 (Hold) [19]

1Q 2026 Investor Presentation February 2026 Elba LNG Disclosure Forward-Looking Statements / Non-GAAP Financial Measures / Industry & Market Data General – The information contained in this presentation does not purport to be all-inclusive or to contain all information that prospective investors may require. Prospective investors are encouraged to conduct their own analysis and review of information contained in this presentation as well as important additional information available on the Securities and Ex ...

Disclaimer This presentation contains certain forward-looking statements that reflect the Company's management's current views with respect to future events and financial and operational performance of the Company and its subsidiaries. These forward-looking statements are based on Enel S.p.A.'s current expectations and projections about future events. Because these forward-looking statements are subject to risks and uncertainties, actual future results or performance may differ materially from those express ...

Core Insights - TransAlta is a leading independent power producer with a diversified generation portfolio across North America and Australia, utilizing hydro, wind, solar, and gas assets to provide reliable energy solutions [6][8] - Potrero Capital Research sold 794,400 shares of TransAlta in Q4 2025, valued at approximately $11.86 million, reducing its position to 1,724,544 shares worth $21.80 million at quarter-end [2][7] - TransAlta's shares have increased nearly 29% over the past year, outperforming the S&P 500 by 17.72 percentage points, despite facing challenges from softer Alberta power prices [7][10] Company Overview - Market capitalization stands at $3.98 billion, with a revenue of $1.82 billion and a net income of -$103.25 million for the trailing twelve months [4] - As of February 17, 2026, the share price was $13.43, reflecting a 28.8% increase over the previous year [7][4] Financial Performance - In Q3 2025, TransAlta generated $238 million in adjusted EBITDA, down from $315 million year-over-year, and reported $105 million in free cash flow [7] - Cash flow from operations increased to $251 million, indicating the company's operational viability beyond commodity trading [9] Investment Implications - The sale of shares by Potrero Capital is viewed as a risk management strategy rather than a bearish outlook, as TransAlta still represents 7.34% of Potrero's reportable equity AUM [9] - Management is advancing a 230 MW data center transmission contract and progressing energy transition initiatives, which could enhance long-term value if successfully executed [10]

ATHENS, Greece, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (NASDAQ: CCEC), an international owner of ocean-going vessels, today announced that it has successfully priced the offering of €250 million of unsecured bonds to investors in Greece (the “Bonds”) which will be admitted to trading in the category of fixed income securities of the Regulated Market of the Athens Exchange. The Bonds will mature in 2033 and will have a coupon of 3.75%, payable semi-annually. The offering is sub ...