Core Viewpoint - Suburban Propane Partners, L.P. has announced the pricing of a $350 million offering of 6.500% senior notes due 2035, which will close on December 22, 2025, subject to customary conditions [1][2]. Group 1: Offering Details - The 2035 Senior Notes will have an interest rate of 6.500% per year, maturing on December 15, 2035, with interest payable semi-annually starting June 15, 2026 [2]. - Suburban Propane may redeem up to 35% of the 2035 Senior Notes before December 15, 2028, at a redemption price of 106.500% of their principal amount plus accrued interest [2]. - The offering is targeted at qualified institutional buyers in the U.S. and other non-U.S. persons, complying with specific regulations under the Securities Act [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be used, along with borrowings from a revolving credit facility, to redeem all outstanding $350 million of the Issuers' 5.875% senior notes due 2027 [3]. Group 3: Company Overview - Suburban Propane is a publicly traded master limited partnership, headquartered in Whippany, New Jersey, and has been in the customer service business since 1928, serving approximately 1 million customers across 42 states [6]. - The company distributes propane, renewable propane, renewable natural gas, fuel oil, and related products, and is also involved in marketing natural gas and electricity [6]. - Suburban Propane emphasizes its commitment to safety, community service, and low-carbon energy solutions through its core pillars: Commitment to Excellence, SuburbanCares, and Go Green with Suburban Propane [7].

Core Viewpoint - Suburban Propane Partners, L.P. plans to offer $350 million in senior notes due 2035 to redeem existing senior notes due 2027, subject to market conditions [1] Group 1: Offering Details - The 2035 Senior Notes will be offered in a private placement, not registered under the Securities Act, targeting qualified institutional buyers in the U.S. and non-U.S. persons outside the U.S. [2] - The net proceeds from the offering will be used, along with borrowings from the revolving credit facility, to redeem all outstanding $350 million of the 5.875% senior notes due 2027 [1] Group 2: Company Overview - Suburban Propane is a publicly traded master limited partnership, headquartered in Whippany, New Jersey, and has been in the customer service business since 1928 [4] - The company distributes propane, renewable propane, renewable natural gas, fuel oil, and related products, servicing approximately 1 million customers across 42 states [4] Group 3: Company Values - Suburban Propane is built on three core pillars: commitment to excellence in customer service, dedication to community support, and promotion of low-carbon energy solutions [5]

Core Insights - Suburban Propane Partners, L.P. has filed its Annual Report on Form 10-K for the fiscal year ended September 27, 2025, with the SEC [1] - The company is a publicly traded master limited partnership, providing propane and related services to approximately 1 million customers across 42 states [3] Company Overview - Suburban Propane has been in operation since 1928, focusing on customer service and distributing propane, renewable propane, renewable natural gas, fuel oil, and other energy products [3] - The company operates around 750 locations nationwide, servicing residential, commercial, governmental, industrial, and agricultural sectors [3] Core Values - The company emphasizes three core pillars: 1. Commitment to Excellence, highlighting its legacy and customer service standards [4] 2. SuburbanCares, which focuses on community engagement and support [4] 3. Go Green with Suburban Propane, promoting clean energy solutions and investment in renewable energy alternatives [4]

Core Insights - The outlook for wind energy installations is strong, supporting alternative energy stocks, but rising turbine costs and U.S. tariffs may hinder momentum [1] - Accelerating transportation electrification is expected to drive significant growth in the U.S. electric vehicle market, benefiting clean energy stocks [1] Industry Overview - The Zacks Alternative Energy-Other industry consists of companies involved in generating and distributing alternative energy and those engaged in developing renewable projects [2] - Renewable energy investments reached a record $386 billion in the first half of 2025, marking a 10% year-over-year increase [2] Trends Impacting the Industry - Wind energy is rapidly growing due to favorable policies and technological advancements, with global wind capacity projected to reach 196.5 GW by 2030 [3] - The U.S. EV market is experiencing a surge, with sales hitting an all-time high of 438,487 EVs in Q3 2025, a 40.7% increase sequentially [4] Cost Challenges - Rising installation costs, driven by higher steel prices and U.S. tariffs, are significant hurdles for clean energy developers [5] - A 50% decrease in turbine orders in H1 2025 compared to the previous year highlights the impact of tariffs and policy uncertainty [6] Industry Performance - The Zacks Alternative Energy industry ranks 142, placing it in the bottom 41% of over 243 Zacks industries, indicating a negative earnings outlook [7][9] - The industry has outperformed the Zacks Oil-Energy sector and the S&P 500, with a 32% increase over the past year compared to 2.1% and 15.7% respectively [11] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 21.93X, higher than the S&P 500's 18.31X [14] Notable Companies - **FuelCell Energy**: Reported a loss of 95 cents per share, improving 45% year-over-year, with a 97% increase in revenue to $46.74 million [17] - **OPAL Fuels**: Produced nearly 1.3 million MMBtu of renewable natural gas, a 30% increase year-over-year [20] - **Bloom Energy**: Reported earnings of 15 cents per share, with a 57.3% increase in revenue to $519 million [23]

Group 1: Borg Warner and Autonomous Vehicles - Borg Warner has secured its first North American contract to supply battery technology for autonomous vehicles, specifically providing its NMC 157 cylindrical cell battery system for the fully electric level 4 Holan urban shuttle [1] Group 2: Plug Power and Electrolyzer Agreements - Plug Power has signed a binding agreement to supply up to 2 gigawatts of its Gen Eco electrolyzers to Allied Bofuels for a major sustainable aviation fuel and green diesel project [2] - Combined with an earlier 3 gigawatt deal with Allied Green Ammonia in Australia, Plug Power now has a total of 5 gigawatts of contracted capacity with allied partners, marking one of 2025's largest electrolyzer supply agreements [2] Group 3: Clean Energy Fuels and Renewable Natural Gas - Clean Energy Fuels has announced new nationwide agreements to expand the use of renewable natural gas and bulk liquefied natural gas, including partnerships with several space companies [3] - The agreements cover fuel supply, operations, and infrastructure development, highlighting the growing demand for cost-effective, low-emission solutions across transportation sectors [3] Group 4: Aduro Clean Technologies and Pilot Plant - Aduro Clean Technologies has provided an update on its next-generation process pilot plant, which is a major milestone in advancing its hydrochimmolytic technology [4] - The pilot will validate continuous operations across various feedstocks, generate key performance and environmental data, and support design planning for Aduro's upcoming 8,000 ton per year recycling plant [4]

Core Points - Gevo, Inc. will host a conference call on November 10, 2025, at 4:30 p.m. ET to report its financial results for Q3 2025 [1] - A webcast replay of the conference call will be available two hours after it ends, accessible in the Investor Relations section of Gevo's website [2] Company Overview - Gevo is a diversified energy company focused on providing cost-effective, drop-in fuels that enhance energy security, reduce carbon emissions, and support rural economic growth [3] - The company utilizes innovative technology to produce renewable products such as sustainable aviation fuel (SAF), motor fuels, and chemicals, contributing to U.S.-made solutions [3] - Gevo operates one of the largest dairy-based renewable natural gas facilities in the U.S. and an ethanol plant with a carbon capture and sequestration facility, reinforcing America's position in energy innovation [3] - The company is recognized for owning the world's first production facility for specialty alcohol-to-jet fuels and chemicals [3] - Gevo's business model emphasizes a "pay for performance" approach regarding carbon and sustainability attributes, ensuring value delivery to local economies [3] - Through its Verity subsidiary, Gevo enhances transparency and efficiency in tracking and verifying supply chain attributes [3]

Group 1 - Gevo, Inc. will host a conference call on August 11, 2025, at 4:30 p.m. ET to report its financial results for Q2 2025 [1] - Participants can register for the live call through a provided weblink and will receive a dial-in number and pin after registration [1] - A webcast replay of the conference call will be available two hours after it ends, accessible in the Investor Relations section of Gevo's website [2] Group 2 - Gevo is a diversified energy company focused on producing cost-effective, drop-in fuels that enhance energy security and support rural economic growth [3] - The company operates one of the largest dairy-based renewable natural gas facilities in the U.S. and an ethanol plant with a carbon capture and sequestration facility [3] - Gevo owns the world's first production facility for specialty alcohol-to-jet fuels and employs a market-driven approach to ensure value delivery to local economies [3]

Core Viewpoint - Suburban Propane Partners, L.P. is set to announce its Fiscal 2025 Third Quarter results on August 7, 2025, with a conference call for analysts and investors to discuss the results and business outlook [1]. Company Overview - Suburban Propane Partners, L.P. is a publicly traded master limited partnership listed on the NYSE, headquartered in Whippany, New Jersey, and has been in the customer service business since 1928 [3]. - The company distributes propane, renewable propane, renewable natural gas, fuel oil, and related products and services, serving approximately 1 million customers across 42 states through around 700 locations [3]. Core Pillars - The company is supported by three core pillars: 1. **Suburban Commitment** - Emphasizing a legacy of nearly 100 years and a commitment to high standards in customer service [4]. 2. **SuburbanCares** - Focusing on community engagement and giving back to local communities [4]. 3. **Go Green with Suburban Propane** - Promoting propane and renewable propane as clean energy alternatives and investing in innovative renewable energy solutions [4].

Company Overview - Suburban Propane Partners, L.P. is a publicly traded master limited partnership listed on the NYSE, headquartered in Whippany, New Jersey, and has been in the customer service business since 1928 [5] - The company distributes propane, renewable propane, renewable natural gas, fuel oil, and related products and services, and also markets natural gas and electricity, servicing approximately 1 million customers across 700 locations in 42 states [5] Community Engagement - Suburban Propane is the main sponsor of the Track to Table event, which merges NASCAR with fine dining and charitable giving, benefiting Speedway Children's Charities Sonoma [1][2] - The company emphasizes its commitment to community-focused initiatives through its SuburbanCares platform, aiming to support local organizations and programs that impact children and families in need [3][6] Event Highlights - The Track to Table event features a culinary experience with wine pairings from local wineries and an acoustic performance by country music artist Tim Dugger, along with a live charity auction [4] - The event is designed to celebrate the food and wine of Sonoma while supporting vulnerable children and families [4] Corporate Values - Suburban Propane operates under three core pillars: Suburban Commitment, SuburbanCares, and Go Green with Suburban Propane, focusing on customer service excellence, community support, and promoting renewable energy alternatives [6]

Core Viewpoint - Enbridge Inc. will host a conference call and webcast on August 1, 2025, to provide a business update and review its second quarter results for 2025 [1][2]. Group 1: Conference Call Details - The conference call will include prepared remarks from the executive team, followed by a Q&A session for analysts and investors [2]. - Enbridge will announce its financial results before the market opens on August 1, 2025 [2]. Group 2: Webcast Information - The webcast is scheduled for August 1, 2025, at 7 a.m. MT (9 a.m. ET) [3]. - Dial-in information for the conference call includes a North America toll-free number (1-800-606-3040) and an international number (1-646-307-1689) [3]. - A replay and transcript of the webcast will be available on Enbridge's website shortly after the event [3]. Group 3: Company Overview - Enbridge connects millions of people to energy through its North American natural gas, oil, and renewable power networks, as well as its European offshore wind portfolio [4]. - The company is investing in modern energy delivery infrastructure and advancing technologies such as hydrogen, renewable natural gas, and carbon capture and storage [4]. - Enbridge is headquartered in Calgary, Alberta, and its common shares trade under the symbol ENB on the TSX and NYSE [4].