Business Overview - Solaris Energy Infrastructure has a market capitalization of approximately $1.5 billion and an enterprise value of approximately $2.0 billion[4] - The company anticipates its power solutions segment to contribute over 80% of its Adjusted EBITDA, while logistics solutions are expected to contribute less than 20%[6, 9] Growth and Expansion - Solaris expects to grow its fleet to 1.7 GW by the second half of 2027, with 71% of the pro forma fleet already contracted[10, 13] - The company has established a joint venture with a key data center customer for approximately 900 MW of power generation[18] - Additional orders for 330 MW will expand the fleet to approximately 1.7 GW by 2H 2027[13] Financial Performance and Projections - Solaris anticipates an annual Adjusted EBITDA contribution of $575-600 million pro forma for power fleet equipment deliveries[22] - The company projects a potential annual Adjusted EBITDA of $440-465 million from its 1.7 GW power solutions fleet[22] - Q1 2025 Adjusted EBITDA was $47 million, with Q2 2025 guidance between $50-55 million and Q3 2025 guidance between $55-60 million[93] Fleet Composition - The pro forma 1.7 GW fleet includes 55% of 16.5 MW units and 37% of units greater than 35 MW[52] - Approximately 67% of the 1.7 GW fleet is contracted to data centers, with 4% contracted to energy and 29% available beginning in 2H 2026[44]

文 | 新华日报 记者从国家电网获悉，受持续高温影响，截至7月7日，江苏电网最高用电负荷 已在年内第三次 刷新历史纪录 ，达1.52亿千瓦。而7月6日，在国网江苏省电力有限公司电力调控中心统一指挥 下， 全省93座新型储能电站在晚间用电高峰时集中向电网放电 ，最大放电功率达714万千瓦， 实现了我国最大规模新型储能的集中调用。 新型储能被喻为"超级充电宝"，在用电高峰可放电发挥顶峰调节作用，同时在用电低谷可充电助 力新能源消纳。 6日晚，为了支撑晚间电网用电高峰，共有 64个电网侧储能、29个电源侧储能电站 参与集中放 电，总参与容量724.8万千瓦，实际最大调用规模为714万千瓦；这是继去年夏季集中调用455 万千瓦新型储能后， 创造了集中调用规模的新纪录 ，同比增长56.9%。 在此次新型储能集中调用中，国网江苏电力通过新一代调度支持系统，在用电高峰同时向超过 700万千瓦新型储能发出放电指令，最大可同时满足约4800万户居民一个小时的用电需求。 看似简单，其实充电放电的时机要精心选择。放电， 在考虑城市用电需求的前提下，还要尽可 能让储能项目获得收益 。"从空间来讲，江苏储能项目多位于苏北，用电却集中在 ...

With Perry re-license, each of Vistra's six reactors has now received license extension, ensuring continued reliable generation of emission-free electricity in key marketsIRVING, Texas, July 7, 2025 /PRNewswire/ -- Vistra (NYSE: VST) today announced that it has received approval from the Nuclear Regulatory Commission to extend the operation of its 1,268-megawatt Perry Nuclear Power Plant through 2046, an additional 20 years beyond its original license. The plant first connected to the grid in 1986 and is cu ...

Argan, Inc. (NYSE: AGX ) is well-positioned to benefit from the surge in energy demand driven by AI, data centers and electric vehicles, while a large share of US thermal power plants built in the post-World War II era (1950s-1970s) are rapidlyI am a finance professional with over ten years of experience in the markets, specializing in macroeconomic analysis, portfolio management, and equity research. I work as a portfolio manager at an Italian asset management firm, where I oversee multi-asset strategies a ...

July 6, 2025 09:00 PM GMT Asia Sustainability | Asia Pacific Are Asset Owners Staying the Course? Amid uncertainty against the sustainability landscape, we believe asset owners - top of the investment value chain - are staying the course. We highlight 3 reasons why we are optimistic. M 1) Asian asset owners continue allocations on sustainability: Since 2024, several asset owners in the region have publicly announced the allocation of at least US $5.4bn in sustainability mandates to asset managers. Beyond sp ...

Company News - Xpeng Motors (09868.HK) launched the world's first L3-level AI car, the Xpeng G7, with a starting price of 195,800 yuan [1] - Automotive dealer Anlijie announced a distribution agreement with Geely Automobile (00175.HK) to introduce Geely's new energy vehicles to the Italian market [1] - Alibaba (09988.HK) announced the pricing of a zero-coupon exchangeable bond issuance amounting to 12.023 billion HKD [1] - Sunac China (01918.HK) reported a contract sales amount of 23.55 billion yuan for the first half of the year, a year-on-year decline of 10.39% [1] - Agricultural Bank of China (01288.HK) stated it will follow the latest trends in global stablecoins and cryptocurrencies, but currently has no plans to develop stablecoins [1] - China Merchants Bank (03968.HK) has been approved to establish China Merchants Financial Asset Investment Co., with a registered capital of 15 billion yuan [1] - The National Integrated Circuit Industry Investment Fund Co., Ltd. reduced its stake in SMIC (00981.HK) from 5.01% to 4.97% as of July 2, with an average share price of 43.8988 HKD [1] - Yuexiu Property (00123.HK) reported a cumulative contract sales amount of approximately 61.5 billion yuan for the first half of the year, a year-on-year increase of about 11% [1] - Longyuan Power (00916.HK) completed a total power generation of approximately 39.6525 million MWh in the first half of the year, a year-on-year decrease of 1.07% [1]

Core Viewpoint - TransAlta Corporation is set to release its second quarter 2025 results on August 1, 2025, with a conference call scheduled for the same day to discuss the results with investors and analysts [1][2]. Group 1: Conference Call Details - The conference call will begin at 9:00 a.m. Mountain Time (11:00 a.m. ET) [1]. - Participants can access the call via a personalized PIN or receive an automated call directly to their phone after registering [2]. - A replay of the call will be available on TransAlta's website following the event [3]. Group 2: Company Overview - TransAlta operates a diverse fleet of electrical power generation assets across Canada, the U.S., and Australia, focusing on long-term shareholder value [4]. - The company is one of Canada's largest producers of wind power and the largest producer of thermal generation and hydro-electric power in Alberta [4]. - TransAlta has achieved a 70% reduction in GHG emissions, equating to 22.7 million tonnes CO2e since 2015, and has received an upgraded MSCI ESG rating of AA [4].

Key Takeaways SMR shares are up 96.4% YTD, outperforming sector and industry averages on SMR tech momentum. Demand from AI-driven data centers and tech giants boosts NuScale Power's carbon-free energy appeal. Despite growth, SMR faces tough competition and trades at a significantly higher forward P/S valuation.NuScale Power (SMR) shares have surged 96.4% in the year-to-date period, outperforming the Zacks Computer & Technology sector’s return of 5.7% and the Zacks Electronics- Power Generation industry’s ...

Group 1 - The core achievement is the successful bid for the corporate property insurance project by Nanjing PIC, covering multiple insurance types such as property insurance, machinery damage insurance, and liability insurance [1][2] - The project is significant as it strengthens Nanjing PIC's leading position in the important client sector and injects strong momentum into the high-quality development of the municipal branch's legal business [2] - The project is part of a national-level energy project operated by Jiangsu Guoxin Group, which is also a key clean and efficient power energy project in Jiangsu Province [2] Group 2 - The project team demonstrated high efficiency and professionalism during the bidding process, effectively coordinating with provincial and municipal institutions and monitoring market competition [1] - The team utilized their extensive past project experience to design a comprehensive risk management service plan tailored to the characteristics of the supercritical reheating unit [1] - Nanjing PIC plans to continuously improve its service offerings and deepen its engagement with important provincial clients to provide higher quality and more professional insurance services [2]

EDF announces the success of its senior multi-tranche bond issue for a nominal amount of ¥75.8 billion On 3 July 2025, EDF (AA stable JCR / AA stable R&I / BBB positive S&P / Baa1 stable Moody's / BBB+ negative Fitch) successfully raised ¥75.8 billion in 3 tranches of “Samourai” senior Bonds: ¥47.9 billion bond, with a 3-year maturity and a 1.550% fixed coupon;¥19.6 billion bond, with a 5-year maturity and a 1.875% fixed coupon;¥8.3 billion bond, with a 10-year maturity and a 2.394% fixed coupon. This tran ...