（原标题：古巴光伏园区建设加速推进） 古巴辩论网10月16日报道，古巴可再生能源项目负责人迪亚斯近日披露， 该国光伏计划自今年3月两座园区并网以来保持高速推进。截至目前，全国已 建成32座光伏园区及3座捐赠园区，累计贡献715兆瓦装机总量，年度计划超额 完成。上述光伏设施已累计发电429.3吉瓦时，替代11.1万吨化石燃料，占全国 日供电量的9%。目前19座新光伏园区正建设中，预计年内再增415兆瓦装机容 量。配套建设的4座储能系统将解决电力波动问题。 中国政府援助的120兆瓦太阳能光伏设备项目分两阶段实施：首阶段7座园 区已临近完工，其中3座已并网，余下4座计划10月投运；第二阶段15座含储能 系统的园区将于2026年一季度竣工。 ...

塔斯尼姆通讯社10月13日报道，伊总统佩泽希齐扬在全国省长会议上指出，由于能源部、石油部推动的 可再生能源项目取得进展，该国能源问题得到部分解决。佩进一步指示工矿贸易部指导工业单位发展太 阳能发电，要求全境工业园区均配备太阳能电池板。（驻伊朗使馆经商处） ...

Core Insights - A woman's attempt to reduce her electricity bill resulted in an increase, highlighting broader issues in the energy market [1][4] - The average electricity price has risen by 5.5% compared to last year, with natural gas prices increasing by 13.8% [4] - Nearly 60 utility companies plan to raise rates, affecting 57 million Americans, with a total increase exceeding $38 billion [4] Group 1: Consumer Experience - The woman, Jules, reported her electricity bill rose from $300 to $360 despite efforts to cut costs by using blackout curtains and fans [1][4] - Many social media users shared similar experiences, indicating that the issue may not be individual consumption but rather rising supply costs [1][3] - Comments on social media suggested that the costs associated with large data centers are being passed on to residential users [3] Group 2: Market Dynamics - Experts attribute rising electricity costs to increased demand from AI data centers, oil and gas extraction, electrification of transportation, and space heating [4] - The U.S. power grid is facing transmission backlogs and equipment shortages, with over 2,600 gigawatts of power waiting to connect to the grid [4] - Renewable energy projects are hindered by permitting and policy changes, slowing down potential solutions to rising costs [4]

Financial Data and Key Metrics Changes - The company reported diluted earnings per share of $1.85 in Q2 2025, down from $2.07 in the same period last year, reflecting a decline in earnings [7][23] - Despite the decline, the midpoint of the 2025 earnings guidance was increased to $6.26 from $5.88 due to better-than-expected performance in the Plastics segment [8][29] - The company maintains its original earnings guidance for all other segments, with an expected year-over-year growth of over 7% for the electric segment [30] Business Line Data and Key Metrics Changes - Electric segment earnings increased by $0.02 per share in Q2 2025, driven by timely recovery on capital investments and favorable weather conditions [23][24] - Manufacturing segment earnings decreased by $0.08 per share primarily due to lower product pricing and decreased sales volumes [25] - The Plastics segment experienced a decline in earnings of $0.18 per share, attributed to a 15% decrease in sales prices, although sales volumes increased by 11% [26][27] Market Data and Key Metrics Changes - The company continues to have some of the lowest electric rates in the nation, with 2024 rates being 30% below the national average and 16% below regional peers [18] - The construction and lawn and garden end markets are improving, while recreational vehicle and agricultural end markets are still facing challenges due to high inventory levels [19] Company Strategy and Development Direction - The company is focused on a significant capital investment plan totaling $1.4 billion over five years, aimed at benefiting customers and driving earnings growth [9][30] - The electric segment is projected to have a compounded annual growth rate of 9% through 2029, with a focus on customer-centric investments [12][31] - The company is also working on expanding its manufacturing capabilities, including the BTD Georgia facility and Vinyltech expansion [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term fundamentals of the manufacturing segment despite current down cycles, emphasizing a strong track record of performance during market rebounds [25][31] - The company is monitoring legislative changes that may impact renewable energy projects but expects its current capital investment plan to remain intact [9][10] Other Important Information - The company filed a request with the South Dakota Public Utilities Commission to increase base electric rates for the first time since 2018, proposing to increase net revenues by approximately $5.7 million [11] - The company is finalizing a cost of service analysis in Minnesota and anticipates filing a rate case later this year [12] Q&A Session Summary Question: No questions were raised during the Q&A session - The operator noted that there were no questions in the queue and concluded the call [35][37]

Core Viewpoint - LG Energy Solution has secured a significant contract for lithium iron phosphate (LFP) battery supply worth 5.9442 trillion KRW (approximately 4.3 billion USD), which represents 23.2% of its projected sales for 2024 [2] Group 1: Contract Details - The contract was signed on July 29 and will be effective from August 1, lasting for three years, with the possibility of extension to seven years [2] - The specific client for this contract is reported to be Tesla, supplying LFP batteries for energy storage systems [2] Group 2: Financial Performance - In Q2 2025, LG Energy Solution reported consolidated revenue of 5.6 trillion KRW (approximately 29 billion RMB), a decrease of 11.2% quarter-on-quarter [3] - The company achieved an operating profit of 492.2 billion KRW (approximately 2.5 billion RMB), a 31.4% increase quarter-on-quarter, with an operating profit margin of 8.8% [3] - After accounting for 490.8 billion KRW in tax credits from the Inflation Reduction Act, the company returned to profitability after five consecutive quarters of losses [3] Group 3: Market Conditions - The decline in battery usage by LG Energy Solution is attributed to a 13.3% year-on-year decrease in the first five months of the year, particularly impacted by reduced sales from Tesla [3][4] - The company anticipates growth in the global energy storage market, driven by renewable energy projects and AI data centers [3] Group 4: Production Capacity and Market Share - LG Energy Solution aims to increase its annual production capacity for energy storage batteries to 17 GWh by the end of this year, with a target of over 30 GWh by the end of 2026 in North America [4] - The company is also set to begin mass production of mid-range battery products in Poland later this year and has signed a contract with Chery to supply 8 GWh of batteries for electric vehicles [4] - LG Energy Solution's market share has decreased from 13.5% in 2023 to 10.8% in 2024, with a further decline to 10% in the first five months of this year, a drop of 2.1 percentage points year-on-year [4]

Core Viewpoint - LG Energy Solution (LGES) reported a decline in revenue for Q2 2025, primarily due to fluctuations in raw material prices and policy impacts on North American energy storage batteries, despite stable EV battery sales [1][2]. Financial Performance - Revenue for Q2 2025 was 288.4 billion, a year-on-year decrease of 9.7% and a quarter-on-quarter decrease of 11.2%, with stable EV battery sales but a decline in North American energy storage revenue [1] - Gross margin improved to 18.8%, up 1.9 percentage points quarter-on-quarter; operating profit margin reached 8.8%, up 2.9 percentage points quarter-on-quarter, with Q3 benefiting from a US IRA subsidy of 25.4 billion (approximately 7.9 to 10.1 GWh of domestic production) [1] - Capital expenditure for Q2 was 140.8 billion, primarily for North American capacity expansion [1] 2025 Outlook - The company projects a revenue growth of 5% to 10% year-on-year for 2025, although the first half of 2025 saw a nearly 4% decline, indicating challenges ahead [2] - Demand for electric vehicles may slow in the short term, but advancements in autonomous driving technology and renewable energy projects are expected to drive long-term growth [3] - The PFE policy is increasing barriers to entry in the US market, enhancing the competitive advantage of companies with established local production and supply chains [3] Operational Developments - LGES is expanding energy storage battery capacity, with a new facility in Michigan officially starting production in Q2 2025, aiming to increase annual ESS battery capacity to 17 GWh by the end of the year and over 30 GWh by the end of 2026 in North America [4] - The company plans to begin mass production of mid-range battery products at its Poland factory in the second half of the year, including high-nickel and lithium iron phosphate (LFP) batteries [5] - LGES is enhancing its technological competitiveness by launching LFP batteries suitable for electric vehicles and energy storage, with plans to introduce batteries that can be charged in under 10 minutes by 2028 [6]