Diversified Energy Corporation (NYSE: DEC ) has substantially expanded its production footprint in the last few quarters through a series of acquisitions, bringing total production to 1.149Bcfe/d at the end of q1’25. With the recently announced partnership with The CarlyleMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O& ...

Key Takeaways EVRG is growing via transmission partnerships, acquisitions, and a $17.5B capex plan through 2029. Evergy is developing 800 MW of renewables and securing 1.3 GW in data center project agreements. Risks include old equipment failures and weather-driven demand fluctuations that may hit performance.Evergy, Inc. (EVRG) continues to benefit from expansion of operations in the transmission market through collaborations, strategic acquisitions and partnerships. The company intends to add more renew ...

June 12, 2025 04:51 AM GMT Future of Energy Powering AI in the US: Feedback on Our Note M Interest in our recent US Powering AI note has been high. In this short note, we discuss investor questions, and provide more detail on a few key dynamics we discussed in the note. Key Takeaways Interest in our recent US Powering AI note has Robert.Pulleyn@morganstanley.com +44 20 7425-4388 been extremely high. In this brief note, we assess investor feedback/pushback and provide more detail on a few dynamics we discuss ...

Talen Energy Corporation (TLN) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Sergio Castro - Vice President & TreasurerMark McFarland - CEO, President & DirectorTerry Nutt - Chief Financial OfficerChris Morice - Chief Commercial OfficerDavid Arcaro - Executive Director - Equity ResearchCole Muller - EVP of Strategic Ventures & GM of Cumulus GrowthMichael Sullivan - Director - Equity ResearchRoss Fowler - Head - North America Power & Utilities Equity ResearchJohn Wander - General Counse ...

Talen Energy Corporation (TLN) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by and welcome to Talend Energy First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during this session, you would need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. Please b ...

Hallador Energy Company (HNRG) Q4 2024 Earnings Call March 17, 2025 05:30 PM ET Company Participants Sean Mansouri - Founder & CEOBrent Bilsland - President, CEO & ChairmanMarjorie Hargrave - Chief Financial Officer Conference Call Participants Nick Giles - Senior Research AnalystJeff Grampp - Senior AnalystNone - Analyst Operator Good afternoon. Thank you for attending Hallador Energy's Fourth Quarter and Full Year twenty twenty four Earnings Conference Call. At this time, all participants are in listen on ...

FuelCell Energy (FCEL) Q1 2025 Earnings Call March 11, 2025 10:00 AM ET Company Participants Tom Gelston - SVP, Finance and IRJason Few - President and CEOMichael Bishop - Executive VP, CFO & TreasurerDushyant Ailani - Senior VPNoel Parks - Managing Director - Energy ResearchMark Feasel - Executive VP & Chief Commercial Officer Conference Call Participants George Gianarikas - Managing Director and Senior AnalystRyan Pfingst - Equity Research AnalystJeffrey Campbell - Senior Analyst Operator Thank you for st ...