Alliant Energy (LNT) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Susan Gille - Manager of Investor RelationsLisa Barton - Director, President & CEORobert Durian - EVP and CFOJames Schaefer - Senior Managing DirectorNicholas Campanella - DirectorPaul Fremont - Managing DirectorAndrew Weisel - DirectorPaul Zimbardo - Managing Director Conference Call Participants Rinny S - Equity Research Analyst Operator Thank you for holding, and welcome to Alliant Energy Energy's First Quarter twent ...

Alliant Energy (LNT) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Susan Gille - Manager of Investor RelationsLisa Barton - Director, President & CEORobert Durian - EVP and CFOJames Kennedy - Vice PresidentNicholas Campanella - DirectorPaul Fremont - Managing DirectorAndrew Weisel - DirectorPaul Zimbardo - Managing Director Conference Call Participants Rinny Singh - Equity Research Analyst Operator Thank you for holding, and welcome to Alliant Energy Energy's First Quarter twenty twent ...

Financial Data and Key Metrics Changes - The company reported first quarter earnings of $0.83 per share, an increase from $0.62 per share in the same quarter of the previous year, reflecting a strong start to 2025 [17] - Earnings for the quarter accounted for more than 25% of the company's earnings guidance midpoint for 2025, reaffirming the guidance range of $3.15 to $3.25 per share [5][19] - The increase in earnings was driven by higher revenue requirements from capital investments, despite negative temperature impacts on electric and gas sales [17][18] Business Line Data and Key Metrics Changes - The company has secured energy supply agreements (ESAs) totaling 2.1 gigawatts of demand from three major data center developments, representing a greater than 30% increase in peak demand [8][9] - The capital expenditure (CapEx) plan has been updated to reflect a nearly 26% increase from 18 months ago, translating to a forecasted investment compound annual growth rate (CAGR) of nearly 11% from 2024 to 2028 [9][10] Market Data and Key Metrics Changes - The company is experiencing strong interest in economic development within its service areas in Iowa and Wisconsin, with ongoing efforts to support growth through new energy supply agreements [9][12] - The company has successfully sold existing capacity into the recent MISO capacity auction, which is expected to benefit customer bills [20][76] Company Strategy and Development Direction - The company is focused on an "all of the above" approach to new generation resources, including a mix of wind, batteries, and natural gas, to maintain a balanced energy resource mix [15] - The updated capital plan includes significant investments in natural gas generation to meet the growing demand from data centers, with a focus on enhancing reliability and affordability [10][72] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 earnings objectives while advancing key strategic priorities, emphasizing the importance of supporting economic development [5][6] - The company is proactively managing risks related to potential changes in tax credits and tariffs, with a focus on maintaining a strong balance sheet and investment-grade credit ratings [24][52] Other Important Information - The company has completed nearly all planned safe harbor activities to preserve tax credits for future energy storage and renewable projects expected to be placed into service through 2028 [20] - The company is committed to ensuring that all individual customer rates achieve a win-win for existing customers, new customers, and shareholders [11] Q&A Session Summary Question: Timeline for converting mature opportunities to contracts and breakdown of serving those opportunities - Management indicated that they have high confidence in converting mature opportunities into contracts and are using existing resources to accelerate load growth [34][35] Question: Impact of safe harboring on the ability to go back for a rate case in Iowa - Management clarified that they are focused on activities to avoid the need to go back for a rate case and are advocating for beneficial legislative provisions [38][39] Question: Long-term EPS CAGR outlook - Management reaffirmed a long-term EPS CAGR of 5% to 7%, with current plans indicating potential for growth towards the top end of that range starting in 2027 [45][46] Question: Details on the CapEx increase - The increase in CapEx was primarily associated with natural gas generation to meet the peak demand from data center opportunities [72] Question: Impact of MISO capacity auction on consumer bills - Management stated that they are well positioned to utilize proceeds from the auction to help customer bills, contrasting with other entities that may face challenges [76] Question: Regulatory initiatives and filings in Iowa and Wisconsin - Management discussed ongoing regulatory filings for new generation resources and the potential for maintaining flat base rates through growth and cost reduction [60][61]

First Quarter 2025 Financial Results May 9, 2025 CAUTIONARY STATEMENTS Forward-Looking Statements This Presentation has been prepared by Calumet, Inc. (the "Company," "Calumet," "we," "our" or like terms) as of May 9, 2025. The information in this Presentation includes certain "forward- looking statements." These statements can be identified by the use of forward-looking terminology including "may," "intend," "believe," "expect," "anticipate," "estimate," "forecast," "outlook," "continue" or other similar w ...

Sunrun Inc. RUN shares are trading higher on Thursday after the company reported better-than-expected first-quarter results on Wednesday.The company reported an EPS of 20 cents per share, which beat the analyst consensus estimate of 25 cents loss and revenue of $504.27 million, which beat the consensus estimate of $484.06 million.Guggenheim analyst Joseph Osha kept Neutral rating on the stock and writes that while overall customer volume growth is modest in the quarter (additions of 25,428, up only 6%, with ...

Aemetis (AMTX) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Company Participants Todd Waltz - Executive VP & CFOEric McAfee - Founder, Chairman and Chief Executive OfficerSaumya Jain - Equity Research AssociateMatthew Blair - Managing DirectorDerrick Whitfield - Managing DirectorAndy Foster - EVP - North AmericaDave Storms - Director of Equity Research Conference Call Participants Sameer Joshi - Senior Equity Research AnalystEdward Woo - Director of Research & Senior Analyst Operator Day, everyone. Welcom ...

Century Aluminum Company (CENX) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Ryan Crawford - Financial Planning & Analysis and IR ManagerJesse Gary - President, Chief Executive Officer & DirectorPeter Trpkovski - EVP, CFO & TreasurerJohn Tumazos - Owner and CEO Conference Call Participants Katja Jancic - AnalystNick Giles - Senior Research Analyst Operator Good afternoon. Thank you for attending today's Century Aluminum Company First Quarter twenty twenty five Earnings Conference Call ...

Century Aluminum Company (CENX) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon. Thank you for attending today's Century Aluminum Company First Quarter twenty twenty five Earnings Conference Call. My name is Micaiah, and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I would like to pass the call over to our host, Ryan Crawford, Investor Relations. ...

Sunrun (RUN) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Sunrun's First Quarter Earnings Conference Call. Please note that this call is being recorded and that one hour has been allocated for the call, including the Q and A session. I will now turn the call over to Patrick Jobin, Sunrun's Investor Relations Officer. Speaker1 Thank you, Alicia. Before we begin, please note that certain remarks we will make on this call constitute forward looking statements. Although ...

"Project development is on track; We picked up some strong tailwinds in Q1"LOS ANGELES, May 5, 2025 /PRNewswire/ -- Cadiz, Inc. (NASDAQ: CDZI / CDZIP) ("Cadiz," the "Company"), a California water solutions company, today issued a letter to shareholders from Chairman and Chief Executive Officer Susan Kennedy with a lookback on the first quarter.----- Cadiz Shareholder Letter Development Schedule Fellow Shareholders, In the last six months our team has been at work behind the scenes, navigating the ups, ...