Earnings Conference Call Fourth Quarter and Full Year 2025 Cautionary Statements and Risk Factors That May Affect Future Results This presentation includes forward-looking statements within the meaning of the federal securities laws. Actual results could differ materially from such forward-looking statements. Factors that could cause actual results to differ are discussed in the Appendix herein and in XPLR Infrastructure's SEC filings. Non-GAAP Financial Information This presentation refers to certain finan ...

Google Signs Data Center Solar Energy Deal With This Unexpected Partner| Investor's Business DailyBREAKING: [Stocks Open Tightly Mixed As Oracle Soars, Intel Stumbles]---TotalEnergies (TTE) early Monday announced it has signed two new long-term power purchase agreements to deliver 1 gigawatts of solar capacity, equivalent to 28 terawatt hours of renewable electricity over 15 years, to supply Alphabet (GOOGL)- owned Google data centers in Texas. TTE stock edged slightly higher at the stock market open Monday ...

TotalEnergies has signed two long-term power purchase agreements (PPAs) with Google to provide 1GW of solar energy in Texas, US, over a period of 15 years. This energy, equivalent to 28TWh, will be generated from the Wichita and Mustang Creek sites currently under development by TotalEnergies in Texas, specifically for Google's data centres in the region. Construction on these sites is expected to commence in the second quarter (Q2) of 2026. Google director of clean energy and power Will Conkling said: ...

AI Stocks Turn Choppy. Hyperscaler Capex Explodes, Buybacks Fade. Software Hammered. | Investor's Business DailyBREAKING: [Hims & Hers Halts Wegovy Knockoff]---Volatility has increased for artificial intelligence stocks in early 2026 as investors scrutinize capital spending hikes by hyperscalers Amazon.com (AMZN), Google-parent Alphabet (GOOGL) and Meta Platforms (META). While software stocks have been hammered, even Palantir Technologies (PLTR), optical networking plays Lumentum (LITE) and Ciena (CIEN) rem ...

In late 2025 and early 2026, I made some sizable moves in my portfolio, resulting in increased stakes in three dividend stocks. Here's what I did and why. Adding more of a good thing In the second half of 2025, I decided to increase my position in Brookfield Renewable Partners (NYSE: BEP) because of its evolving business. The core of the company has always been renewable energy, such as hydroelectric, solar, and wind. Management added energy storage to that, and -- the real kicker for me -- nuclear power ...

Financial Data and Key Metrics Changes - The company reported NFE of $118.2 million or $1.17 per share for the quarter, reflecting disciplined execution and solid performance across its businesses [31] - The fiscal 2026 NFEPS guidance was raised by $0.25 to a range of $3.28-$3.43 per share, marking the sixth consecutive year of raising guidance [24][33] - The company expects to invest approximately $5 billion over the next five years, representing a 40% increase compared to the previous five years of capital expenditures [6][16] Business Line Data and Key Metrics Changes - New Jersey Natural Gas is positioned for high single-digit rate-based growth through 2030, with significant investments directed towards strengthening core infrastructure and enhancing system safety [7][8] - Storage and Transportation (S&T) is expected to more than double net financial earnings by 2027, driven by favorable recontracting of both Adelphia and Leaf River [9][28] - Clean Energy Ventures (CEV) anticipates a 50% increase in in-service capacity over the next two years, supported by a robust pipeline of projects [11][30] Market Data and Key Metrics Changes - The company reported record send-outs during a recent cold weather event, highlighting the critical role of natural gas services in the local economy [25] - New Jersey Natural Gas was over 87% hedged going into the winter, with an average hedged price of approximately $2.20 per dekatherm, compared to much higher spot prices during the event [26] Company Strategy and Development Direction - The company emphasizes consistency in execution and targeted capital deployment, with a focus on maintaining a healthy balance sheet and strong credit metrics [6][7] - The company is actively pursuing organic growth opportunities in its S&T segment and has filed a FERC application to increase working gas capacity by over 70% at Leaf River [10][29] - The company aims to work with the new administration in New Jersey to address affordability issues and promote clean energy solutions [19][35] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of affordability and energy efficiency programs in mitigating customer costs, especially during extreme weather events [25][26] - The company remains optimistic about its growth prospects, with clear visibility into capital spending and a balanced, diversified energy infrastructure [19][36] Other Important Information - The company achieved 30 consecutive years of dividend increases, underscoring confidence in its long-term plan [13] - The company’s Energy Services segment outperformed expectations, contributing significantly to cash flow generation [33] Q&A Session Summary Question: Energy Services performance and weather impact - Management noted that the guidance revision reflects performance through January and cannot incorporate future weather events [39] Question: S&T capacity expansion and contracts - Management confirmed contracts for initial capacity expansion but indicated that further expansion opportunities are being explored [40][41] Question: Regulatory backdrop and affordability efforts - Management emphasized ongoing efforts to drive affordability and work with the administration on regulatory strategies [46][47] Question: CEV plans and regulatory impact - Management discussed the potential for permit reform to accelerate project development and enhance capacity [48][49] Question: Solar pipeline and geographic diversity - Management indicated that about 50% of future projects are outside New Jersey, with ongoing efforts to pursue favorable regulatory environments [59] Question: Hedging strategy and regulatory recognition - Management confirmed that regulators are aware of the benefits of the hedging strategy, which has helped mitigate costs for customers [67]

New Jersey Resources (NYSE:NJR) Q1 2026 Earnings call February 03, 2026 10:00 AM ET Speaker5Good morning, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today. At this time, I would like to welcome everyone to the New Jersey Resources Fiscal 2026 First Quarter Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a q ...

February 2026 Investor Presentation Fiscal 2026 First Quarter Financial Results Forward-Looking Statements and Non-GAAP Measures Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. NJR cautions readers that the assumptions forming the basis for forward-looking statements include many ...

Core Viewpoint - The solar industry is experiencing significant growth, driven by increasing demand for reliable and stable energy solutions among consumers, as well as advancements in energy storage technology [1][2]. Company Performance - Sunrun's stock has increased by 123% over the past year, reflecting strong investor interest and market momentum in the solar sector [1]. - The company has seen a rise in customer additions, growing from 797,000 customers in 2012 to 1.14 million by the third quarter of the previous year, indicating a robust demand for solar solutions [2]. Market Dynamics - The solar industry is facing challenges related to tariffs on solar panels, although Sunrun has shifted its sourcing strategy away from China to Southeast Asia, mitigating some of the tariff impacts [3][4]. - The Federal Reserve Chair has indicated that tariffs may peak and then decline, which could positively affect solar panel pricing in the future [5]. Energy Independence and Reliability - Sunrun emphasizes its role in enhancing energy independence for Americans, particularly during major storms when traditional power plants may go offline [7][8]. - The company is focused on providing a distributed power model, which is seen as more reliable compared to centralized power generation [8]. Pricing and Customer Control - Sunrun maintains stable pricing for its solar energy solutions, offering customers a way to control their energy costs amidst rising utility prices [9]. - The company has adapted to the end of the solar tax credit, which affected a small portion of its business, allowing it to continue providing affordable energy solutions to customers [12][13]. Strategic Partnerships - Sunrun has formed partnerships with companies like NRG Energy and Tesla to support the Texas power grid, showcasing its commitment to enhancing energy resilience in various states [10][11].

Core Viewpoint - Hecate Energy Group LLC and EGH Acquisition Corp. are set to host an investor webinar on February 5, 2026, to discuss Hecate's operations and strategy, including a proposed transaction for Hecate to become publicly listed on Nasdaq [1][2]. Company Overview - Hecate Energy, based in Chicago, is a prominent U.S. developer of utility-scale energy parks with a diversified portfolio that includes solar, battery storage, wind, and thermal generation [3]. - Founded in 2012, Hecate has developed projects totaling five gigawatts (GW) to construction or operations and has sold over 12 GW of power plant and storage projects [3]. - The company has established over 50 power purchase agreements (PPAs) and similar contracts exceeding 6 GW of capacity with 24 counterparties, alongside projects selling through U.S. wholesale power markets [4]. Financial Highlights - Hecate has developed over five GW of projects currently under construction or in operation, representing investments exceeding $6 billion [4]. - The company has an active development pipeline of over 47 GW of power projects [4]. Business Combination Details - EGH Acquisition Corp. aims to merge with Hecate, focusing on the power market and energy transition sectors, targeting industries that require reliable and cost-effective power solutions [5]. - EGH plans to file a registration statement with the SEC regarding the business combination, which will include a preliminary proxy statement/prospectus [6].