文 | 朔州市人民政府 5月11日，山西省朔州市人民政府发 布《朔州市人民政府办公室关于印 发2025年市级重点工程项 目名单的通知》，通知中共计53个项目，包括三个储能项目，分别为怀仁市100MW光伏储能一 体化项目、新华电力朔州300MW/600MWh共享储能电站、山阴朔奇烨400MW/800MWh独立储 能电站项目，储能规模超700MW/1400MWh。 朔州市人民政府办公室 关于印发2025年市级重点工程项目名单的通知 朔政办发〔2025〕11号 各县（市、区）人民政府，朔州经济开发区管委会，市直各有关部门： 《2025年市级重点工程项目名单》已经市委、市政府研究确定，现印发给你们，请按照有关要 求，强化服务保障，协调落实建设条件，确保项目顺利实施。省市重点工程项目实行动态管理， 可根据工作需要和项目实施情况，按程序进行调整补充。 附件：2025年市级重点工程项目名单 朔州市人民政府办公室 2025年5月11日 （此件公开发布） 储能超12GWh！甘肃2025省列重大建设项目名单发布 储能超50个！河南2025年1037个省重点建设项目名单发布 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 ...

Core Insights - Irby Construction Company, SMT Energy, and CenterPoint Energy have initiated the SMT Houston IV project, a 160 megawatt / 320 megawatt-hour Battery Energy Storage System (BESS) in the Houston Zone of the ERCOT market [1][2][3] Project Overview - SMT Houston IV aims to enhance grid reliability and resiliency in Texas by providing fast-response power during peak demand periods, supporting grid stability and renewable integration [2][7] - The project is expected to be completed by early July 2025, with construction commencing this month [4] Company Roles - Irby Construction serves as the Engineering, Procurement, and Construction (EPC) contractor, leveraging its expertise in electrical infrastructure [3] - SMT Energy is the project owner and developer, while CenterPoint Energy acts as the interconnecting utility, integrating the BESS into the broader electrical network of Houston [3] Collaboration and Planning - The project reflects years of planning and collaboration among the involved parties, focusing on safety, quality, and schedule during the construction phase [6] - CenterPoint Energy has recently completed nearly 90% of its overall grid resiliency improvements, further contributing to a more reliable grid [6] Industry Impact - SMT Houston IV will significantly contribute to ERCOT's ancillary services markets, providing high-speed grid balancing and mitigating load volatility and renewable intermittency [7] - Irby Construction has a strong track record in BESS projects, having built over 30 sites since 2019, including the world's largest BESS project at the time [8]

Financial Data and Key Metrics Changes - The company reported a revenue increase of 10% year over year, reaching $8.5 million, driven by projects in Australia and a new licensing agreement in India [26][9] - Gross margin improved significantly to 57.1%, up from 26.7% a year ago, attributed to a favorable revenue mix from the India license agreement [26][9] - Adjusted EBITDA loss narrowed to $11.3 million from $14.5 million year over year, reflecting improved gross margins and reduced operating costs [27][13] Business Line Data and Key Metrics Changes - The backlog increased by 49% year to date, totaling $648 million, with significant contributions from projects in the US and Australia [23][24] - The company has 2.6 gigawatt hours of projects in Australia either contracted or under agreement, with additional projects under construction [23][29] - The energy asset management business is progressing with seven projects, expected to deliver approximately $30 million in annual recurring project EBITDA over their lifespan [29][15] Market Data and Key Metrics Changes - The company is largely shielded from US tariff risks due to a strong presence in Australia and licensing agreements, with 90% of the backlog unaffected by tariffs [24][18] - The recent pause in US-China tariffs has reignited discussions for US battery deliveries, potentially leading to increased demand [18][39] Company Strategy and Development Direction - The company is focusing on expanding its build, own, and operate strategy, with a strong pipeline of storage asset ownership projects in the US and Australia [29][21] - The company aims to achieve approximately $100 million in recurring annual EBITDA from its owned and operated projects over the long term [29][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential for increased bookings and project deliveries following the tariff pause, indicating a return to a more normalized contracting environment [18][44] - The company is committed to reducing operating expenses by 15% to 25% while continuing to invest in profitable engagements, particularly in the Australian market [27][14] Other Important Information - Cash increased by 57% quarter over quarter, reaching $47.2 million, with expectations to further increase to $60 million to $75 million by Q3 [10][28] - The company is in the process of project financing and ITC monetization for its Cross Trails project, expecting significant proceeds from these activities [28][10] Q&A Session Summary Question: Impact of tariffs on securing new bookings in the US - Management noted that the tariff situation had caused a "wait and see" approach among developers, but the recent pause in tariffs could lead to renewed contracting opportunities [39][42] Question: Guidance for 2025 and booked revenue - Over 80% of the company's revenue for 2025 is contracted, with expectations for additional bookings to be secured in light of the tariff pause [46][47] Question: Differentiators for India battery technology licensing - The company highlighted growth potential in India, flexibility in its technology, and a strong track record with customers as key differentiators [53][56] Question: Differences in project financing discussions - Management explained that having proven technology and long-term off-take agreements significantly de-risks project financing, making discussions with lenders more favorable [62][63]

F I R S T Q U A R T E R 2 0 2 5 FINANCIAL RESULTS © 2024 ENERGY VAULT, ALL RIGHTS RESERVED | Confidential FOUO (For Official Use Only) - PROPRIETARY INFORMATION OF ENERGY VAULT, INC 1 Disclaimer Forward-Looking Statements This presentation includes forward-looking statements that reflect the Company's current views with respect to, among other things, the Company's operations and financial performance. Forward-looking statements include information concerning possible or assumed future results of operations ...

5 月 7 日比亚迪储能携大储 MC Cube-T BESS 、工商储 MC-I 、户储 Battery-Box 系列等全场景解决方案亮相 德国慕尼黑 ，发布户储重 磅新品 Battery-Box HVB ，并举办户储十周年庆典。 比亚迪储能展出户储 Battery-Box 全系解决方案，包括电池系统 Battery-Box HVB 、 Battery-Box HVS+ 、 Battery-Box HVM+ 、广受 欧洲市场欢迎的整套解决方案 Battery-Box HVE 及配套的 Power-BoxSH 3-6K 和 Power-Box TH 5-10K 逆变器、广受非洲市场青睐的 整套解决方案 Battery-Box LV5.0+ 及 Power-BoxSL7-10K 逆变器，以创新技术与领先产品，为全球户用储能市场注入新活力。 Battery-Box HVB 作为比亚迪储能首款采用刀片电池技术的户储系统，备受瞩目。该户储系统将超高能量密度、前沿技术与极简美学设计完美 融合，储能容量灵活多样，从低于篮球高度的 5.94kWh 起步（ 479mm 高），单塔最高可达 29.69kWh （ 1327mm 高 ...

Q1 2025 Earnings Call Alliant Energy Corporation Cautionary Statements Forward-looking Statements The information regarding forecasted earnings per share, forecasted effective income tax rates, capital expenditure plans, financing plans and sources of funding, and regulatory plans contain forward-looking statements. Actual results could differ materially because the realization of those results is subject to many uncertainties, including: the state of the economy in the service territories of IPL and WPL; s ...

Ormat (ORA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Good morning, and welcome to the Ormat Technologies First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note that this event is being recorded. I would now like to turn the conference over to Josh Carroll with Alpha IR. Please go ahead. Speaker1 Thank you, operator. Both on the call today are Doron Bouchard, ...

Fluence Energy (FLNC) Q2 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Hello, and welcome to Fluence Energy's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You would then hear Audit Investor Relations. Sir, you may begin. Speaker1 Thank you. Good morning, and welcome to ...

M a y 8 , 2 0 2 5 2Q FY2025 Earnings Presentation Disclaimer Forward-Looking Statements The statements herein and referenced on the Company's earnings call that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In particular,these forward-looking statements include, without limitation, statements regarding ...

REVENUE GROWTH AND RECORD QUARTERLY ADJUSTED EBITDA SUPPORT ONGOING STRATEGIC PORTFOLIO EXPANSION HIGHLIGHTS TOTAL REVENUES AND NET INCOME1 IMPROVED 2.5% AND 4.6%, RESPECTIVELYRECORD ADJUSTED EBITDA OF $150.3 MILLION, AN INCREASE OF 6.4% VS LAST YEARENERGY STORAGE SEGMENT REVENUES INCREASED BY 120% DRIVING MEANINGFUL MARGIN INCREASESIGNED AN AGREEMENT TO ACQUIRE THE 20MW BLUE MOUNTAIN GEOTHERMAL POWER PLANT FROM CYRQ ENERGYCOMPANY REITERATES ITS 2025 FULL-YEAR GUIDANCE, REFLECTING STRONG EXECUTION AND CONFI ...