XPLR Infrastructure, LP Second Quarter 2025 Presentation Other See Appendix for definitions of Adjusted EBITDA and Free Cash Flow Before Growth expectations. 2 ibdroot\projects\IBD-NY\xeric2025\944088_1\02. Presentation\04. NDR\XPLR_Credit NDR_DRAFT_v43.pptx Cautionary Statements and Risk Factors That May Affect Future Results This presentation includes forward-looking statements within the meaning of the federal securities laws. Actual results could differ materially from such forward-looking statements. F ...

Chéri Smith left her senior role at Tesla to found the Alliance for Tribal Clean Energy, a nonprofit whose goal is to bring economic and environmental benefits to Indigenous communities. (Photo: Courtesy of Chéri Smith) #ForbesOver50 Innovation: https://t.co/bJ0MtLp0Lv https://t.co/m3VrWZaIjn ...

RT Tesla Owners Italia (@TeslaOwnersIT)@elonmusk, imagine this: the dirtiest site in Europe reborn as the greenest Tesla plant.Taranto is ready. Are you?👉 https://t.co/YrzEx7qEAR#CleanEnergy #Tesla #Gigafactory https://t.co/JDMR2s0P87 ...

A panel of independent experts has urged Australia to adopt sweeping electricity market reforms to unlock long-term investment in clean energy https://t.co/JH8sa7paCv ...

Chéri Smith left her senior role at Tesla to found the Alliance for Tribal Clean Energy, a nonprofit whose goal is to bring economic and environmental benefits to Indigenous communities. (Photo: Courtesy of Chéri Smith) #ForbesOver50 Innovation: https://t.co/iOvUBLxqTc https://t.co/oHB9WokVN0 ...

Core Viewpoint - The article highlights three high-yield energy stocks: Chevron, Enterprise Products Partners, and TotalEnergies, emphasizing their potential to meet global energy demand and provide attractive returns to investors. Chevron - Chevron has resolved recent uncertainties related to a merger with Hess and its investment in Venezuela, which had negatively impacted its stock [3] - The company offers an above-average dividend yield of 4.5%, compared to the average energy stock yield of 3.4% [3] - Chevron's integrated business model and strong balance sheet contribute to its resilience in the volatile energy sector, with a history of increasing dividends for 38 consecutive years [4] Enterprise Products Partners - Enterprise Products Partners provides a high yield of 7%, with a track record of increasing distributions for 26 years [6] - The company operates in the midstream sector, owning energy infrastructure assets like pipelines, which generates reliable cash flows through fee-based revenue [7] - Its investment-grade balance sheet and a distributable cash flow that covers distributions by 1.7 times indicate financial stability [6] TotalEnergies - TotalEnergies is an integrated energy company that uses more leverage compared to Chevron but maintains a strong position in the market [8] - The company offers a yield of 6.5%, although U.S. investors face French taxes on this payment, which can reduce the effective yield [9] - TotalEnergies is actively investing in electricity and clean energy, positioning itself for future market shifts and mitigating long-term risks associated with carbon-based energy [9] Investment Options - Chevron is suitable for long-term investors seeking direct exposure to commodity prices [10] - Enterprise Products Partners is ideal for investors wanting to avoid commodity exposure while still benefiting from the energy sector [10] - TotalEnergies appeals to those who believe in the potential of clean energy investments alongside traditional oil operations [10]

Core Viewpoint - SolarMax Technology, Inc. has entered into an EPC agreement for a utility-scale battery storage project, expected to generate approximately $127.3 million in revenue, marking a strategic shift towards commercial-scale EPC services [1][2][3]. Group 1: Project Details - The EPC agreement involves delivering full-scope services for a 430 MWh battery energy storage system and associated high-voltage interconnection infrastructure, with project completion anticipated by June 30, 2026 [2]. - The battery energy storage system is designed to enhance grid stability and energy affordability in Texas by storing renewable electricity for peak demand periods [3]. Group 2: Strategic Implications - The contract is seen as a significant step in expanding SolarMax's commercial footprint in the U.S. and diversifying its operations beyond residential solar [3]. - The company is actively pursuing additional project opportunities across the U.S., indicating strong momentum in its project pipeline and positioning itself to capitalize on the growing demand for large-scale clean energy solutions [4]. Group 3: Company Background - SolarMax, founded in 2008 and based in California, aims to make sustainable energy accessible and affordable, with a strong presence in southern California [4]. - The company is focused on scaling commercial solar development services and expanding its residential solar operations [4].

Core Viewpoint - New Jersey Resources reported a significant beat on non-GAAP earnings per share (EPS) for Q3 FY2025, but GAAP net income was negative and worse than the previous year, indicating mixed performance across its business segments [1][2]. Financial Performance - Non-GAAP EPS for Q3 FY2025 was $0.06, exceeding the consensus estimate of ($0.05) and improving from ($0.09) in Q3 FY2024, reflecting a year-over-year change of $0.15 [2]. - GAAP net income for Q3 FY2025 was ($15.1 million), a decline of 30.2% from ($11.6 million) in Q3 FY2024 [2]. - Revenue for Q3 FY2025 was $298.9 million, an increase of 8.4% from $275.6 million in Q3 FY2024, but below the estimate of $306.9 million [2]. Business Segment Developments - The utility segment's net financial earnings (non-GAAP) rose to $10.1 million in Q3 FY2025 from a loss of $6.1 million in Q3 FY2024, with a gross margin increase of 24.8% year-over-year [5]. - Clean Energy Ventures faced challenges, recording a net financial loss of $6.9 million (non-GAAP) for Q3 FY2025, unchanged from the prior year, despite adding 32.1 MW of capacity from five new solar projects [6]. - The Energy Services segment experienced a net financial loss of $3.7 million (non-GAAP) in Q3 FY2025, worsening from a loss of $2.2 million in Q3 FY2024, with total throughput declining to 18.6 billion cubic feet from 23.6 billion cubic feet [7]. - Storage and transportation operations improved, with net financial earnings (non-GAAP) increasing to $5.9 million in Q3 FY2025 from $4.1 million in Q3 FY2024 [8]. Strategic Focus and Future Outlook - The company aims to secure supportive regulatory decisions, expand its utility customer base, and invest in clean energy projects, with a focus on managing commodity price swings and infrastructure buildouts [4]. - Management raised the lower end of its FY2025 non-GAAP EPS guidance to $3.20 to $3.30, reflecting strong performance from Energy Services and gains from the sale of its residential solar portfolio [10]. - The utility segment is expected to contribute 64% to 67% of annual net financial earnings (non-GAAP) for FY2025, while Clean Energy Ventures is projected to account for about one-fifth [10].

Core Insights - VINCI has secured a significant contract for the construction of a second-generation biofuel plant in Spain, which is a strategic move towards energy transition in the region [2][6]. Group 1: Project Overview - The biofuel plant, located in Palos de la Frontera, Huelva province, has an estimated total cost of €1.2 billion [2]. - It will have an annual production capacity of 500,000 tonnes of sustainable fuels, including Sustainable Aviation Fuel (SAF) and renewable diesel (HVO100) [3]. Group 2: Environmental Impact - The plant's design incorporates advanced technologies aimed at minimizing environmental impact, utilizing exclusively recycled water [4]. - It is projected to reduce CO₂ emissions by 75% compared to traditional plants, preventing nearly 3 million tonnes of CO₂ emissions annually [4]. Group 3: Industry Positioning - This project is expected to strengthen Spain's position as a leader in clean energy and supports the decarbonization of transport in Europe [4]. - In 2024, the VINCI Group generated total revenue of €3.8 billion in Spain, with significant contributions from its subsidiaries [5].

Core Insights - PSE&G's energy efficiency programs are significantly benefiting New Jersey customers by saving money and energy, with nearly 465,000 participants saving over $720 million annually on utility bills [1][2][5] - The programs include home energy assessments, rebates for energy-efficient appliances, and support for businesses, leading to substantial energy savings and operational cost reductions [2][3][4] Customer Participation and Savings - Approximately 740 million dollars in rebates have been provided to customers, facilitating energy-saving upgrades [2] - More than 18,500 businesses have implemented around 28,000 projects to enhance operational efficiency and comfort [3] - The Small Business Direct Install program is projected to save over 19 million dollars annually for more than 1,500 small businesses [4] Energy and Environmental Impact - Residential and business customers are expected to save about 2.8 million megawatt-hours of electricity annually, enough to power over 406,000 homes [5] - Natural gas savings are anticipated to exceed 75 million therms per year, contributing to a reduction of approximately 2.1 million metric tons of carbon emissions annually [5] Workforce Development - The Clean Energy Jobs Program has placed over 4,100 individuals in clean energy roles, enhancing the skilled workforce in New Jersey [6] Program Recognition and Awards - PSE&G's energy efficiency programs have received 75 industry awards for excellence in program delivery, workforce development, and marketing [6] Affordability and Future Outlook - PSE&G emphasizes affordability as a priority, recognizing the challenges customers face in managing energy costs [7] - The company is prepared to collaborate with the state to address electricity supply challenges and expand reliable energy sources [9]