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GE Vernova Wins Puerto Rico Turbine Deal: What Lies Ahead for the Stock?
ZACKS· 2025-07-02 13:31
Key Takeaways GE Vernova to deliver six gas turbines (244 MW) to support Puerto Rico's energy infrastructure recovery. GEV shares surged 53.8% YTD, beating the alternative energy industry and sector. GEV's strong sales outlook supports long-term growth amid rising demand, but valuation remains premium.GE Vernova Inc. (GEV) recently secured an order from Puerto Rico’s RG Engineering to deliver six of its LM2500XPRESS aeroderivative gas turbine packages. Notably, GEV’s LM2500XPRESS turbines can be installed ...
The EV Tax Credit and Renewable Energy Under Trump’s Megabill
Recently there was a big move in in in um the shares of solar companies because it seems like you know things are still in flux but it looks like the direction of things Mike tell me if this is where you think they're headed is towards taking out a lot of the tax credits that have gone to you know solar and wind and other kind of renewable energies. So there is I think a big interest in the impact on and part of the breakup of of well I I don't know what their relationship status now is it's complicated of ...
NextNRG Appoints Global Logistics Authority Gary M. Goldfarb as Chairman of Newly Formed Strategic Advisory Board
Globenewswire· 2025-07-02 12:15
MIAMI, July 02, 2025 (GLOBE NEWSWIRE) -- NextNRG, Inc. (Nasdaq: NXXT), a pioneer in AI-driven energy innovation transforming how energy is produced, managed, and delivered through its Next Utility Operating System®, smart microgrids, wireless EV charging, and mobile fuel delivery, today announced a strategic advisory agreement with Goldfarb Management Services, LLC. As part of the agreement, Gary M. Goldfarb, a recognized authority in global logistics and supply chain innovation, has been appointed Chairman ...
Enphase Energy Launches Next-Generation IQ EV Charger 2 In Australia and New Zealand
GlobeNewswire News Room· 2025-07-02 12:00
FREMONT, Calif., July 02, 2025 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced production shipments of its newest electric vehicle (EV) charger, the IQ® EV Charger 2, in Australia and New Zealand. The IQ EV Charger 2 is a smart charger built to work seamlessly with Enphase solar and battery systems or as a powerful standalone charger. With advanced energy management ...
Lelantos Holdings, Inc. Qualifies for OTC Level 2 Quotes, Enhancing Transparency and Investor Access
Globenewswire· 2025-07-02 12:00
TUCSON, Ariz., July 02, 2025 (GLOBE NEWSWIRE) -- via IBN – Lelantos Holdings, Inc. (OTC PINK: LNTO) ("Lelantos" or the "Company"), is pleased to announce its qualification for OTC Level 2 quotations on the OTC Markets platform. This milestone significantly improves visibility, transparency, and real-time market access for current and prospective investors. OTC Level 2 provides a deeper view into market activity by offering real-time bid and ask prices from all market makers quoting the Company's stock. Unli ...
HA Sustainable Infrastructure Capital (HASI) Earnings Call Presentation
2025-07-02 11:53
Investor Presentation May 2025 Forward Looking Statements Some of the information contained herein are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used herein, words such as "believe," "expect," "anticipate," "estimate," "plan," "continue," "intend," "should," "may," "target," or similar expressions, are intended to identify such forward-looking statements. Forward-looking sta ...
NextEra Energy Partners(NEP) - 2025 Q1 - Earnings Call Presentation
2025-07-02 11:51
Company Overview - XPLR Infrastructure operates approximately 10 GW of clean energy assets across 31 U S states[10, 13] - The company is the 3rd largest producer of wind and solar energy in the U S [11, 13, 54], with approximately 8 0 GW of wind, 1 8 GW of solar, and 0 2 GW of storage[11] - XPLR Infrastructure's net asset book value is approximately $20 billion, and its enterprise value is approximately $15 billion as of March 31, 2025[13] - The company's portfolio is diversified by technology, with wind accounting for 79%, solar for 18%, and battery storage for 3%[15] Financial Performance and Expectations - XPLR Infrastructure's 2024A Adjusted EBITDA was approximately $2 billion, and its 2024A Free Cash Flow Before Growth (FCFBG) was approximately $0 8 billion[13] - The company reaffirms its 2025 Adjusted EBITDA expectation of $1 85 billion - $2 05 billion[42] - The company expects 2026 Adjusted EBITDA to be $1 75 billion - $1 95 billion and FCFBG to be $600 million - $700 million[42, 54] - In Q1 2025, Adjusted EBITDA was $471 million and FCFBG was $194 million[38, 39] Capital Allocation and Strategy - The company completed a $1 75 billion HoldCo financing[34] - XPLR Infrastructure completed approximately $930 million buyout of CEPF 11 and plans to refinance those assets with traditional project debt[35] - The company is targeting approximately $1 1 billion to $1 2 billion in project-level financing in 2025 to support repowering capex[36]
专家访谈汇总:半导体企业排队上市
1.《 海洋经济迎政策强力加持 》摘要 ■ 7月1日,中央财经委员会第六次会议重点讨论了海洋经济的高质量发展,强调加强顶层设计、政策 支持以及鼓励社会资本参与。 ■ 会议明确指出要提升海洋科技自主创新能力、加强海洋战略科技力量,并培育科技领军企业和专精 特新中小企业。 ■ 广东省已开始实施新的《海洋经济高质量发展条例》,山东省则提出到2027年海洋特色产业的增 值要明显高于GDP增幅。 ■ 海洋生物资源的医药价值巨大,新的药物研发机会将推动海洋生物医药产业的快速发展,尤其是基 于海洋活性物质的新药研发。 2、《 光伏为什么还在洗牌? 》摘要 ■ 根据InfoLink的数据,2025年硅料、硅片、电池片、TopCon组件的价格分别下降了11.42%、 9.28%、10.52%、4.22%。 ■ BC电池(双面电池)在SNEC展会上得到更多关注,并被认为有潜力打破TopCon技术的优势,尽管 其大规模量产尚未实现。 ■ TCL光伏科技通过"光伏+储能+充电桩+热泵"的一体化解决方案,尝试在家庭能源系统中找到新的增 长点,特别是在国内市场,随着成本下降,这类系统具备落地可能。 3、 《 中国具身智能火热,不再简单追 ...
X @The Wall Street Journal
Iran said it was suspending cooperation with the International Atomic Energy Agency, leaving it blind for now to any renewed nuclear work that Tehran is able to do https://t.co/xonP9g7xxc ...
X @Bloomberg
Bloomberg· 2025-07-02 09:21
China’s producers of glass used in solar panels rallied following reports that manufacturers are planning deeper output cuts this month due to weakening demand and a surplus of supply. https://t.co/mJ3V88LarU ...