WAUKESHA, Wis., July 16, 2025 (GLOBE NEWSWIRE) -- Generac Holdings Inc. ("Generac") (NYSE: GNRC), a leading global designer, manufacturer, and provider of energy technology solutions and other power products, today announced plans to release its second quarter 2025 financial results before the market opens on Wednesday, July 30, 2025. Generac management will hold a conference call at 10:00 a.m. EDT on that day to discuss highlights of this earnings release. A webcast of the conference call can be accessed a ...

Core Viewpoint - PPL Corporation and Blackstone Infrastructure have formed a joint venture to develop gas-fired, combined-cycle generation stations to meet the power needs of data centers in Pennsylvania through long-term energy supply agreements [1][2][4]. Group 1: Joint Venture Details - The joint venture aims to build new dispatchable generation to support the growing demand from data centers, leveraging the expertise of both companies [2][4]. - PPL holds a 51% interest in the joint venture, while Blackstone Infrastructure owns 49%, with expenses and distributions shared ratably [5]. - The joint venture plans to engage with landowners, natural gas pipeline companies, and turbine manufacturers to facilitate the construction of new generation plants [4][9]. Group 2: Market Demand and Capacity Concerns - PJM Interconnection has forecasted potential capacity shortages as early as the 2026-27 delivery year due to increasing demand from data centers and the retirement of aging generation resources [7]. - Within PPL Electric Utilities' service territory, there is over 60 gigawatts (GW) of potential data center projects, with 13 GW in advanced planning stages, indicating a projected 6 GW generation shortfall in the next five to six years [8]. - PPL estimates that meeting this shortfall will require approximately $15 billion in investments, assuming the use of natural gas combined-cycle units [8]. Group 3: Economic and Legislative Context - Pennsylvania Governor Josh Shapiro emphasized the importance of diversifying energy sources and welcomed the investment from Blackstone Infrastructure to support long-term clean energy solutions [6]. - The joint venture's success is contingent upon executing long-term energy services agreements with hyperscalers, which have not yet been signed [4][9]. - Current legislation in Pennsylvania aims to allow utilities to invest in and operate generation, which is crucial for addressing resource adequacy concerns [9].

As the S&P 500 moves more cautiously in 2025, two companies have distinguished themselves with impressive gains. Palantir (PLTR -0.38%), up over 90% on surging AI adoption, and NRG Energy (NRG -3.10%), up roughly 60% (at the time of writing), now sit atop the index as two of its best performers. Both have delivered blockbuster returns, punched above consensus earnings, and unfurled sails to catch the AI tailwinds. But as we head into the back half of 2025, when markets often test even the hottest stories, w ...

Nearly $100,000 Raised for ToolBank Disaster Services in 2025WAUKESHA, Wis., July 14, 2025 /PRNewswire/ -- Generac Holdings (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solutions and other power products, reported a record-breaking year for its "Power Up With Purpose" fundraising initiative, reaching $94,000 in support of ToolBank Disaster Services.The funds raised will purchase and equip a mobile disaster-response tool trailer for the non-profit organization. Tool ...

暂包括合规在运的公用煤电机组、 电网侧新型储能 ，均不含直流配套电源。 容量电价标准 市场初期 ，煤电机组、电网侧新型储能容量电价标准暂按每年每千瓦330元执行 ，执行 期限2年。 文 | 甘肃省发展和改革委员会 7月1 4日，甘肃省发展改革委发布《甘肃省关于建立发电侧容量电价机制的通知（征求意 见稿）》。 实施范围 容量电费按照月度外送电量(不含直流配套电源)和省内全体工商业用户月度用电量比例分 摊。 容量需求和有效容量核定 容量需求。 容量需求按当年系统净负荷曲线（省内用电负荷加外送电量减去风电、光伏 出力、可中断负荷容量，下同）的最大值所在时刻对应的省内用电负荷、外送容量需求 （不含祁韶配套电源的送电容量）、备用容量之和减去可中断负荷容量计算确定。 有效容量。 有效容量为煤电机组、电网侧新型储能、风电、光伏、水电等电源的有效容 量之和。煤电机组的有效容量根据煤电机组铭牌容量扣除厂用电后确定。 电网侧新型储 能的有效容量根据满功率放电时长/ 6×额定功率并扣除厂用电后后确定。 风电、光伏机组 的有效容量根据装机容量扣除厂用电后的7%、1%确定。水电机组的有效容量根据装机容 量扣除厂用电后，蓄水式按98%、 ...

Specialist Sales APAC Specialist Sales 08 July 2025 J P M O R G A N JPM | CHINA STRATEGY - China's next policy pivot Matthew See +852 2800 8889 matthew.see@jpmorgan.com China strategist Wendy Liu (link) has published an excellent note discussing one of China's more interesting new themes - the pivot to an "anti-involution" policy. If the Sept-24 policy pivot was all about supporting growth, this pivot is about improving growth quality. What policy? Anti involution is the new buzz word to describe China's po ...

JACKSON, Mich., July 10, 2025 /PRNewswire/ -- CMS Energy announced today it will provide 2025 second quarter results along with a business and financial outlook at 9:30 a.m. EDT on Thursday, July 31, 2025.A webcast of the presentation will be available on CMS Energy's website, cmsenergy.com. An audio replay will be available approximately three hours after the webcast and will be archived for 30 days on CMS Energy's website in the "Investors" section.CMS Energy (NYSE: CMS) is a Michigan-based energy company ...

Core Insights - The AES Corporation is enhancing its renewable energy generation through solar, wind, and battery storage solutions while expanding its presence in the liquefied natural gas (LNG) market [1] - The company is facing risks due to a decline in wholesale electricity prices [1] Renewable Energy Initiatives - AES has increased its clean power generation assets to meet rising electricity demand, completing 643 megawatts (MW) of solar and energy storage projects in Q1 2025 and planning to add 3.2 gigawatts (GW) of new renewables by year-end [2][9] - In Q1 2025, AES secured long-term power purchase agreements (PPAs) for 443 MW of new renewables, with a total PPA backlog of 11.7 GW [3] - The company is progressing on the 295 MW Petersburg Energy Center solar-plus-storage project, expected to be operational by the end of 2025, and plans to add up to 1,300 MW of wind, solar, and battery energy storage by 2027 [4] LNG Operations - AES operates LNG import terminals in the Dominican Republic with a storage capacity of 160,000 cubic meters, holding long-term contracts to supply re-gasified LNG to industrial users and third-party power plants [5] Financial Performance and Risks - Wholesale electricity costs have significantly decreased due to increased renewable energy usage and low-cost natural gas, which may adversely affect AES's financial performance [6] - As of March 31, 2025, AES had long-term debt of $26.41 billion and current debt of $4.18 billion, with cash equivalents of $2.55 billion, indicating a potential liquidity concern [7] Stock Performance - Over the past three months, AES shares have increased by 28.7%, outperforming the industry's growth of 1% [8]

法国电网运营商RTE：法国太阳能发电创下19.2吉瓦的纪录。 ...

Core Viewpoint - AES Corporation is evaluating a potential sale following interest in a takeover, leading to a significant increase in its stock price during premarket trading [2] Company Overview - AES Corporation is a utility and power generation company based in the United States, with a diverse portfolio of renewable energy assets, including wind and solar farms, and operates two utilities in Indiana and Ohio [3] - The company focuses on providing renewable energy to data center operators and has established partnerships with major tech companies like Google and Amazon [3] Financial Performance - AES's stock is currently trading at 45% below its 52-week high of approximately $20, despite the recent interest in a sale [4] - The company has a price-to-sales (P/S) ratio of 0.7 compared to 3.1 for the S&P 500, and a price-to-earnings (P/E) ratio of 6.3 versus 26.9 for the benchmark [8] - AES's revenues have declined from $13 billion to $12 billion over the last 12 months, a decrease of 3.2%, while the S&P 500 experienced a growth of 5.5% [8] - Quarterly revenues fell by 5.2% to $2.9 billion from $3.1 billion year-over-year, contrasting with a 4.8% improvement for the S&P 500 [8] Profitability and Margins - AES's operating income over the last four quarters was $1.8 billion, with an operating margin of 15.2% [13] - The net income for the same period was $1.3 billion, resulting in a net income margin of 10.7%, compared to 11.6% for the S&P 500 [13] - Profit margins are approximately at the median level for companies in the Trefis coverage universe [9] Financial Stability - AES's balance sheet is characterized as very weak, with total debt standing at $31 billion against a market capitalization of $7.9 billion, leading to a poor debt-to-equity ratio of 373.3% [10][13] - Cash and cash equivalents amount to $1.8 billion out of $49 billion in total assets, resulting in a low cash-to-assets ratio of 3.7% [13] Market Performance - AES stock has significantly underperformed compared to the S&P 500 during recent economic downturns, with a decline of 57.5% from a peak of $29.27 on December 13, 2022, to $12.45 on October 6, 2023 [14] - The stock has not returned to its pre-crisis high, with the highest price since then being $21.77 on May 30, 2024, and currently trading around $11.10 [14]