Core Viewpoint - Gevo, Inc. has successfully completed the sale of its subsidiary Agri-Energy, LLC to A.E. Innovation, LLC, marking a strategic divestiture of a non-core asset while retaining key production capabilities [1][2]. Financial Summary - The transaction provided Gevo with $2 million in upfront cash and an additional $5 million in future cash installments, alongside annual savings of approximately $3 million in idling costs [2]. Operational Impact - A.E. plans to restart ethanol production at the Agri facility, which has been idle since March 2020, and aims to utilize the site for innovation and scaling new technologies [3]. - Gevo retains the majority of its isobutanol production assets at the site, allowing for continued production of 1 million gallons per year of low-carbon isobutanol for various markets [4]. Company Overview - Gevo is a diversified energy company focused on renewable products, including sustainable aviation fuel (SAF), motor fuels, and chemicals, contributing to energy security and economic growth in rural communities [5]. - The company operates an ethanol plant with a carbon capture facility and is developing the world's first large-scale alcohol-to-jet facility in North Dakota [5].

ORMAT TECHNOLOGIES, INC. Q3 2025 EARNINGS CALL FINANCIAL PERFORMANCE AND STRATEGIC UPDATES SAFE HARBOR STATEMENT AND NON-GAAP METRICS THIS PRESENTATION INCLUDES FORWARD-LOOKING STATEMENTS, AND THE DISCLAIMER SHOULD BE READ CAREFULLY FORWARD-LOOKING STATEMENTS This presentation, and information provided during any discussion accompanying this presentation, may contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve estimates, e ...

Group 1 - Eve Air Mobility has signed a framework agreement with Bahrain's Ministry of Transportation and Telecommunications to advance sustainable EV toll air mobility across the Middle East [1] - The partnership aims to develop regulations, infrastructure, and training for zero emission operations, with commercial flights planned for 2028 and international routes by 2029 [2] - Intuitive Machines has announced an $800 million agreement to acquire Lanter Space Systems, which will transform it into a vertically integrated space company capable of designing, building, and operating missions from Earth's orbit to the moon, Mars, and beyond [2] Group 2 - Beam Global will debut its EV Arc solar-powered EV charging system and Beam Bike off-grid e-bike charger in Abu Dhabi, marking its first product deployment in the UAE [3] - This deployment aligns with the region's sustainability and smart city goals, showcasing renewable and rapidly deployable charging solutions [3] - Vision Marine Technologies has filed a patent for an intelligent cooling inlet assembly on its Emotion 180E electric outboard motor, enhancing efficiency, reliability, and performance [4]

Core Insights - Equinix, Inc. has appointed Rebecca Kujawa to its Board of Directors, bringing extensive experience from the energy sector, particularly in renewables [1][2] - Kujawa previously served as President & CEO of NextEra Energy Resources, managing $15–$20 billion in annual capital investment and overseeing significant growth in various energy sectors [2][3] - The company aims to double its existing footprint in the next five years, leveraging Kujawa's expertise to navigate the complex global energy market [2] Company Overview - Equinix is recognized as the world's digital infrastructure company, providing data center services and interconnected ecosystems that enhance digital experiences globally [4] - The company focuses on delivering seamless connectivity and cutting-edge AI solutions to empower innovations across various sectors [4] Leadership and Governance - Rebecca Kujawa has a strong governance background, having served as Chairperson of Nuclear Electric Insurers Limited and as a board member of XPLR Infrastructure, contributing to strategic oversight in financial integrity and regulatory compliance [3] - She has been acknowledged for her leadership and strategic vision, being named one of Fortune's "Next to Lead: The 25 Most Powerful Rising Executives in the Fortune 500" [3]

Core Insights - Fusion Fuel Green PLC has announced the commencement of construction and equipment fabrication for its first biomass-powered industrial steam project in South Africa through its majority-owned joint venture, BioSteam Energy [1][2]. Project Overview - The project represents Fusion Fuel's first operational footprint in the Southern African market and is a significant milestone in its industrial decarbonization strategy [2]. - Groundbreaking activities have begun, with the production of proprietary biomass boiler and fuel systems already in progress [3]. - The full plant is expected to be commissioned and enter commercial operation in January 2026, with initial revenues anticipated thereafter [3]. Environmental Impact - The project aims to replace a fossil-fuel-based steam generation system with a carbon-neutral biomass solution, which is expected to reduce Scope 1 and Scope 2 greenhouse gas emissions [4]. - The initiative will generate verified carbon credits through landfill avoidance and fuel-switching benefits [4]. Company Statements - The CEO of Fusion Fuel expressed excitement about the project moving from concept to reality, highlighting its role in deploying sustainable energy solutions to achieve measurable emissions reductions in challenging industrial sectors [5]. Company Background - Fusion Fuel Green PLC is an emerging leader in the energy services sector, providing a comprehensive suite of energy supply, distribution, and engineering and advisory solutions through its various business units, including BioSteam Energy [5].

Core Insights - Shoals Technologies Group, Inc. reported record quarterly revenue of $135.8 million, marking a 32.9% increase year over year [1][4] - The company achieved a gross margin of 37.0% and an operating profit of $18.7 million [1][7] - Adjusted EBITDA for the quarter was $32.0 million, up from $24.5 million in the prior year [1][7] - The backlog and awarded orders reached a record $720.9 million, reflecting a 21.0% increase compared to the previous year [1][10] Financial Performance - Revenue increased to $135.8 million from $102.2 million in the prior-year period, driven by strong demand and market share initiatives [4] - Gross profit rose to $50.3 million, with a gross profit percentage of 37.0%, compared to 24.8% in the prior-year period [5][33] - General and administrative expenses increased to $29.4 million, primarily due to legal expenses and incentive compensation [6] - Net income was reported at $11.9 million, compared to a loss of $0.3 million in the prior-year period, with earnings per share of $0.07 [7][29] Backlog and Orders - The backlog and awarded orders as of September 30, 2025, were $720.9 million, indicating a 21.0% year-over-year increase and a 7.4% sequential increase from June 30, 2025 [9][10] - International markets contributed over 11.5% to the backlog and awarded orders, showcasing growth in these areas [10] Outlook - The company provided a revenue outlook for the fourth quarter of 2025, expecting revenue in the range of $140.0 million to $150.0 million and adjusted EBITDA between $35.0 million and $40.0 million [16] - For the full year 2025, revenue is expected to be between $467.0 million and $477.0 million, with adjusted EBITDA projected at $105.0 million to $110.0 million [16]

Company Overview - XPLR Infrastructure operates approximately 10 GW of clean energy assets across 28 U S states[10, 11] - The company is the 3rd largest producer of wind and solar energy in the U S , with approximately 8 0 GW of wind, 1 7 GW of solar, and 0 2 GW of storage[11] - XPLR Infrastructure's net asset book value is approximately $18 billion, with an enterprise value of approximately $14 billion[12] - The company's TTM Adjusted EBITDA is approximately $2 billion, and TTM Free Cash Flow Before Growth (FCFBG) is approximately $0 8 billion[12] Portfolio and Strategy - XPLR Infrastructure's portfolio is diversified across technologies, U S regions, and 94 projects, with wind accounting for 80%, solar for 17%, and battery storage for 3%[16] - The company has long-term O&M agreements and a weighted average PPA life of approximately 12 years, with 100% of cash flows denominated in USD[18] - XPLR Infrastructure has interest rate hedges of approximately $3 0 billion[18] - The company's capital allocation strategy focuses on simplifying the capital structure, investing in existing assets, investing in clean energy assets, and returning capital to unitholders[26] Financial Performance and Outlook - XPLR Infrastructure completed approximately 960 MW of repowering projects to date toward the approximately 1 6 GW announced repowering program[42] - The company reaffirms its financial expectations for 2025 with Adjusted EBITDA between $1 85 billion and $2 05 billion[48] - XPLR Infrastructure expects Adjusted EBITDA between $1 75 billion and $1 95 billion and FCFBG between $600 million and $700 million for 2026[48, 60]

Core Viewpoint - TotalEnergies and Data4 have signed a 10-year agreement to supply renewable electricity to Data4's sites in Spain, starting in January 2026, with a total volume of 610 GWh [1]. Group 1: Agreement Details - The contract will provide Clean Firm Power, which refers to renewable electricity with a stable consumption profile [1]. - TotalEnergies will supply renewable electricity generated from Spanish wind and solar farms [1]. Group 2: Duration and Volume - The agreement spans a duration of 10 years, commencing in January 2026 [1]. - The total volume of electricity supplied under this contract will be 610 GWh [1].

Core Insights - Dominion Energy's CVOW project costs have increased by $443 million due to recent U.S. tariff policies [1][3] - The total capital cost of the CVOW project has risen from $10.7 billion to approximately $11.2 billion, leading to an expected additional charge of $0.63 on consumer bills [3] Group 1: Project Overview - The CVOW project is a joint venture between Dominion and Stonepeak, located approximately 27 miles off the Virginia coast, with a total installed capacity of 2.6 GW [3] - The project plans to install 176 Siemens Gamesa 14.7 MW offshore wind turbines and three offshore substations [3] Group 2: Project Progress - As of the latest financial report, the CVOW project is progressing as planned, with 66% of the engineering work completed [3] - All monopile foundations have been 100% installed, and 63 out of 176 transition pieces have been installed [3] - The second offshore substation's jacket has been recently installed, with the upper structure set to be installed soon; the third offshore substation is scheduled for installation in Q1 2026 [3] Group 3: Future Expectations - The offshore wind project is expected to achieve its first grid connection by the end of Q1 2026 and is projected to be fully operational by the end of 2026 [3] - Once completed, the project will generate enough renewable energy to power up to 660,000 households, making it the largest commercial offshore wind farm in the U.S. [3]

Group 1 - TotalEnergies signed a 10-year agreement to supply renewable electricity [1] - The agreement is with European data centre operator Data4 [1] - The supply will be for Data4's sites located in Spain [1]