Good evening from New York. I'm Chris Hayes. You know, there's a meme I see on the internet all the time.You might have seen it, too. It is a post by the satirical social media outfit cousin of the Onion called Click Hole. And it's a photo of this very seriousl looking man with the headline, "Hartbreaking. The worst person you know just made a great point on social media. This can indeed be heartbreaking. It could be heartbreaking in real life." And that post has taken on a life of its own over the last few ...

CHONGQING, CHINA - APRIL 23: In this photo illustration, the logo of First Solar, Inc. is displayed ... More on a smartphone screen, with the company's latest stock price performance and candlestick chart visible in the background, on April 23, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty Images First Solar (NASDAQ: FSLR) has experienced a 14% loss year-to-date in the past week, significantly trailing the broader market. However, beneath this decline lies a more complex sto ...

Company Overview - Aemetis, Inc. reported total revenues of $42.9 million in Q1 2025, a decline from $72.6 million in the same period last year, primarily due to shifts in timing for new government biodiesel contracts in India [1] - The net loss for the quarter was $24.5 million, relatively flat compared to a net loss of $24.2 million in Q1 2024, reflecting ongoing investments in growth initiatives and higher interest expenses [1] - The company ended the quarter with $0.5 million in cash, down from $0.9 million at year-end, although liquidity was supported by $19.0 million in cash proceeds from the sale of transferable investment tax credits [1] Industry Developments - Federal and state-level policy developments include a nationwide move from E10 to year-round E15 ethanol blends, expanding low-carbon fuel standards, and the IRS establishing provisional emissions rates for dairy RNG and 45Z production tax credits [6] - Aemetis RNG is gaining traction with operational production facilities, reporting a 140% year-over-year revenue increase in Q1 2025, with 19 dairy digesters operational and 26 expected to be online by year-end [6] - The ethanol and India biofuels segments continue to perform well due to long-term infrastructure upgrades and favorable policy support, despite short-term pricing pressures; ethanol operations benefit from completed solar microgrid upgrades and the development of the MVR system, while India biofuels grew by 27% in Q1 and is preparing for a potential IPO [6]

Enlight Renewable Energy (ENLT) Update / Briefing May 29, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Enlight and the IRA Transition Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Yonah Weitz, Director, IR. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone, and thank you for joining the call. Our investor presentation entitled Enlight and the IRA Transition has been publis ...

TPI Composites (TPIC) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Jason Wegmann - Vice President of IR & ESGWilliam Siwek - President, CEO & DirectorRyan Miller - Chief Financial OfficerMark Strouse - Executive Director Conference Call Participants Luke Persons - Research AnalystJustin Clare - MD & Research Analyst Operator Greetings, and welcome to the TPI Composites First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question ...

Clean Energy Fuels (CLNE) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good day, everyone, and welcome to today's Clean Energy Fuels First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. Please note this call may be recorded and I will be standing by should you need any assistance. It is now my pleasure to turn the conference over to Robert F ...

Shoals Technologies Group (SHLS) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Matthew Tractenberg - Vice President of Finance & Investor RelationsBrandon Moss - Chief Executive OfficerDominic Bardos - Chief Financial OfficerMichael Fairbanks - Equity Research AssociateBrian Lee - Vice PresidentColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization ResearchMaheep Mandloi - DirectorMo Chen - Equity Research Associate Conference Call Participants Philip Shen ...

Daqo New Energy (DQ) Q1 2025 Earnings Call April 29, 2025 08:00 AM ET Company Participants Jessie Zhao - IR - DirectorNone - ExecutiveMing Yang - Chief Financial OfficerAlan Hon - Head of Asia Power & Utilities and Renewables Equity Research Conference Call Participants Philip Shen - Managing Director, Senior Research Analyst Operator Good day, and welcome to the Dakot New Energy First Quarter twenty twenty five Results Conference Call. All participants will be in a listen only mode. After today's presentat ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $540.5 million, down from $651.7 million in Q1 2024, primarily due to reduced coal sales volumes and prices as well as lower transportation revenues [5] - Average coal sales price per ton decreased by 6.9% year-over-year to $60.29, but increased by 0.5% sequentially [5] - Net income for Q1 2025 was $74 million, compared to $158.1 million in Q1 2024, reflecting lower coal sales volumes and realized prices [11] - Adjusted EBITDA for Q1 2025 was $159.9 million [11] - Total debt outstanding was $484.1 million, with total liquidity at $514.3 million [12] Business Line Data and Key Metrics Changes - Total coal production in Q1 2025 was 8.5 million tons, a decrease of 7.2% compared to Q1 2024, while coal sales volumes decreased by 10.4% to 7.8 million tons [5][6] - In the Illinois Basin, coal sales price per ton decreased by 4.2%, while in Appalachia, it decreased by 8.5% [5] - Segment adjusted EBITDA expense per ton sold for coal operations was $42.75, an increase of 4.7% year-over-year [7] Market Data and Key Metrics Changes - The domestic market strengthened in early 2025 due to cold weather, higher natural gas prices, and declining coal inventories, leading to increased coal consumption [19] - The company has secured commitments for an additional 17.7 million tons over the 2025 to 2028 period, with 32.5 million tons committed in price for 2025 [14] - Coal consumption in Q1 2025 was 20% higher than the previous year [69] Company Strategy and Development Direction - The company plans to prioritize domestic market contracts over new export contracts due to strong domestic demand [19] - The company is committed to maintaining a strong balance sheet and disciplined capital allocation while monitoring trade policy impacts [27] - The company expects to see cost improvements in Appalachia as mining conditions improve [18] Management's Comments on Operating Environment and Future Outlook - Management noted that the executive orders from the administration regarding coal and grid reliability are positive for the industry [21][22] - The company anticipates a material improvement in full-year costs to offset lower realized pricing in the coal business for 2025 [15] - Management expressed confidence in achieving cost guidance for Appalachia as operations improve [45] Other Important Information - The company declared a quarterly distribution of $0.70 per unit for Q1 2025, unchanged from previous quarters [12][27] - The company plans to invest in oil and gas minerals and data center infrastructure, depending on market conditions [50][56] Q&A Session Summary Question: Comments on President Trump's executive orders and coal plant retirement delays - Management indicated that most utilities served intend to take advantage of extensions for coal plants and are responsive to increased electricity demand [36][37] Question: Impact of trade policies on business - Management discussed the impact of tariff increases on steel and aluminum and the uncertainty surrounding trade policies, but noted the administration's awareness of the energy sector's importance [41][43] Question: Confidence in achieving cost per ton guidance for Appalachia - Management expressed confidence in achieving cost guidance, with improvements expected in the second half of 2025 as operations stabilize [45][46] Question: Capital allocation strategy in the current environment - Management stated that capital allocation is focused on maintenance capital for coal operations, while also evaluating growth opportunities in data center infrastructure [49][50]