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Gevo Completes Sale of Luverne, Minnesota, Ethanol Facility to A.E. Innovation, Retains Isobutanol Assets for Future Innovation
Globenewswire· 2025-11-04 22:00
ENGLEWOOD, Colo., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO) is pleased to announce that it has completed the sale transaction of Agri-Energy, LLC (“Agri”), a wholly owned subsidiary of Gevo, to A.E. Innovation, LLC (“A.E.”). The transaction includes Agri’s 18-million-gallon-per-year ethanol-production facility and a portion of the adjacent land, located in Luverne, Minnesota. For Gevo, this is a divestiture of a non-core asset that provided $2 million in cash up front and $5 million in fut ...
Eve Air Mobility ($EVEX) | Intuitive Machines ($LUNR) | Beam Global ($BEEM) | Vision Marine ($VMAR)
Youtube· 2025-11-04 21:57
Welcome to the Green Stock news brief for Tuesday, November 4th. Here are today's top headlines. 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.The partnership will develop regulations, infrastructure, and training for zero emission operations with commercial flights planned for 2028 and international routes by 2029. Intuitive Machines has announced an $800 million agreement ...
Shoals Technologies (SHLS) - 2025 Q3 - Earnings Call Presentation
2025-11-04 21:00
Q3 EARNINGS REPORT November 2025 © 2025 Shoals Technologies Group Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. All statements other than statements of historical fact are "forward-looking statements" for purposes of federal and state securities laws. Words, and variations of words, such as "will," "may," "expect," "would," "could," "might," "intend," "plan," "believe," "likely," "estimate," "anticipate," "objective," "predict," "project," "drive," "seek," "aim ...
Ørsted sells 50% stake in Hornsea 3 offshore wind farm for $6.5bn
Yahoo Finance· 2025-11-04 18:55
Ørsted has agreed to sell a 50% equity stake in its 2.9GW Hornsea 3 offshore wind farm in the UK to funds managed by Apollo Global Management (Apollo Funds). The deal, valued at approximately DKr39bn ($6.5bn), will see Apollo acquire 50% of the project and commit to funding for the remaining construction costs. Under the agreement, Apollo will pay around DKr20bn upon closing, and the remaining consideration as the project achieves specific construction milestones. This initial payment includes DKr10bn f ...
EIB agrees €500m green loan for Iberdrola’s Windanker project
Yahoo Finance· 2025-11-04 17:41
项目融资 - 欧洲投资银行提供5亿欧元绿色贷款支持Iberdrola的Windanker海上风电项目[1] - 该融资由西班牙出口信贷保险公司Cesce提供担保[1] - 此笔贷款是欧洲投资银行与Cesce合作开发担保工具的首个应用案例旨在支持西班牙企业在境外开展的绿色项目[1] 项目规模与技术 - Windanker项目将增加315兆瓦海上风电装机容量每年可为约60万人提供可再生电力[2] - 项目采用21台西门子歌美飒SG 14-236 DD风机单台风机容量达15兆瓦[2] - 风机采用直驱技术可靠性及运行性能提升年发电量较旧型号提高30%以上[3] 项目时间线与运营 - 项目本月开始建设安装首个单桩风机安装计划于2026年进行[4] - 项目预计在2026年第四季度全面投入运营[4] - 项目所发大部分电力将通过长期购电协议在德国市场销售[4] 战略意义与影响 - 该项目是Iberdrola在德国波罗的海的第三个大型海上风电项目是其波罗的海枢纽战略的关键组成部分[2] - 项目是欧洲投资银行集团TechEU计划的一部分该计划目标在2027年前动员2500亿欧元投资于欧洲创新企业[5] - 项目每年预计减少67.2万吨二氧化碳排放支持德国到203年实现80%电力来自可再生能源的国家目标[6]
Optimus Energy Solutions and YUM! Brands Partner to bring EV Charging to new Saucy™ Branded Locations
Prnewswire· 2025-11-04 06:58
Accessibility StatementSkip Navigation SOURCE Optimus Energy Solutions 21% more press release views with Request a Demo "With current fast charging technology, restaurants like those managed by Yum! Brands are perfect to offer EV charging," says Ben Pauluhn, president & founder, Optimus Energy Solutions. "It takes about 20-30 minutes to charge most electric vehicles with a fast charger, matching the approximate time spent in a Yum! Brand restaurant." The ChargePoint chargers will be best-in-class, offering ...
Ormat Technologies Reports Third Quarter 2025 Financial Results
Globenewswire· 2025-11-04 05:05
核心观点 - 公司第三季度业绩表现强劲,总营收同比增长17.9%至2.497亿美元,主要受产品板块和储能板块的强劲增长驱动,其营收分别增长66.6%和108.1% [1][2] - 公司通过战略投资组合扩张和签署新合同推动增长,产品板块积压订单增至2.95亿美元,并上调了2025年全年营收和调整后EBITDA指引 [2][6][13] - 公司与SLB和Sage Geosystems达成战略合作,旨在加速增强型地热系统的开发和商业化,以应对数据中心和人工智能驱动的可再生能源需求增长 [4][5][13] 财务业绩 - **总营收**:第三季度总营收为2.497亿美元,同比增长17.9%,前九个月总营收为7.135亿美元,同比增长10.0% [2] - **分板块营收**: - 电力板块营收为1.671亿美元,同比增长1.5% [2] - 产品板块营收为6220万美元,同比增长66.6% [2] - 储能板块营收为2040万美元,同比增长108.1% [2] - **盈利能力**: - 第三季度毛利润为6400万美元,同比增长8.8%,毛利率为25.6% [2] - 运营收入为4040万美元,同比增长13.3% [2] - 归属于公司股东的净利润为2410万美元,同比增长9.3%,稀释后每股收益为0.39美元,同比增长8.3% [2] - **调整后指标**:第三季度调整后EBITDA为1.384亿美元,同比增长0.6%,调整后归属于公司股东的净利润为2490万美元,调整后稀释每股收益为0.41美元 [2] 业务运营亮点 - **电力板块**:增长主要受益于Blue Mountain电厂收购以及Dixie Valley设施性能改善,但部分被加州风暴导致的电网故障(影响收入约550万美元)以及内华达州电厂限电所抵消 [2][4] - **产品板块**:营收增长主要源于制造和施工进度的收入确认时机,新签合同使积压订单达到2.95亿美元 [2][6] - **储能板块**:增长主要由Bottleneck、Montague以及2025年8月投入运营的Lower Rio(60MW/120MWh)等新设施的贡献推动,PJM市场商户价格略有上涨也提供了支持 [2][6][13] - **战略合作**:公司与SLB达成明确协议,合作开发和商业化增强型地热系统解决方案,并与Sage Geosystems签署商业协议,试点其Pressure Geothermal先进技术 [4][13] 战略发展与行业定位 - 公司将其强劲势头归因于数据中心需求、有利的监管环境(如OBBBA)以及人工智能和数据中心对可再生能源日益增长的需求 [5] - 公司通过合作伙伴关系和技术创新,旨在缩短下一代地热解决方案的上市时间,并巩固其在地热行业的领导地位 [4][5] - 公司当前总发电组合为1,618 MW,包括分布在多国的1,268 MW地热和太阳能发电组合,以及位于美国的350 MW储能组合 [16] 2025年业绩指引 - 公司上调2025年全年指引:总营收预期区间提高至9.6亿至9.8亿美元,调整后EBITDA预期区间提高至5.75亿至5.93亿美元 [13] - 分板块营收指引:电力板块为7亿至7.05亿美元,产品板块为1.9亿至2亿美元,储能板块为7000万至7500万美元 [13] 公司行动与股东回报 - 公司董事会宣布并于2025年12月1日支付每股0.12美元的季度股息 [11] - 公司签署了与南加州公共电力管理局的52MW Heber 1地热设施购电协议25年延期,以及与印尼公用事业公司PLN的两份地热勘探和能源转换协议,各涵盖高达20 MW的地热容量 [13]
HIVE Digital hits 23 EH/s as it expands AI HPC data centers
Yahoo Finance· 2025-11-04 03:15
HIVE Digital Technologies Ltd. (NASDAQ: HIVE) has surpassed 23 exahash per second (EH/s) in global Bitcoin (BTC) mining capacity, while securing additional land in Grand Falls, New Brunswick, to expand its high-performance computing (HPC) and artificial intelligence (AI) infrastructure. The company said this achievement marks a 283% year-to-date growth in its hashrate capacity. The 32.5-acre acquisition in Grand Falls, adjacent to HIVE’s existing site, will serve as the foundation for a Tier III+ HPC data ...
Alphabet's Google Cloud Is Pulling An 'Nvidia'
Seeking Alpha· 2025-11-04 00:17
分析师背景 - 分析师专注于科技行业股票研究 关键领域包括半导体 人工智能和云软件 [1] - 研究范围还涵盖医疗科技 国防科技和可再生能源等其他领域 [1] - 分析师曾在硅谷工作 领导过苹果和谷歌等全球最大科技公司的团队 [1] 披露信息 - 分析师通过股票所有权 期权或其他衍生品对GOOG股票持有有益的多头头寸 [2] - 文章内容代表分析师个人观点 未因撰写此文获得除Seeking Alpha以外的补偿 [2] - 分析师与文中提及的任何公司均无业务关系 [2] 平台声明 - Seeking Alpha披露其分析师为第三方作者 包括专业投资者和个人投资者 [3] - 平台指出其分析师可能未经任何机构或监管机构许可或认证 [3]
Pinnacle West(PNW) - 2025 Q3 - Earnings Call Presentation
2025-11-04 00:00
业绩总结 - 2025年第三季度的每股收益(EPS)为$3.37,相较于2024年第三季度的$3.39下降了0.6%[6] - 2025年净收入预计为$4.90至$5.10十亿[8] - 2025年预计运营收入为53.1亿至54.1亿美元,2026年预计为56.2亿至57.2亿美元[80] 用户数据 - 2025年零售客户总数为1436455户,较2024年的1402129户增长2.4%[87] - 2025年电力客户的平均使用量为每户38808 KWh,较2024年的37123 KWh增加1685 KWh,增幅为4.5%[89] - 2025年电力销售的天气标准化零售总量为11214 GWh,较2024年的10642 GWh增加572 GWh,增幅为5.4%[89] 未来展望 - 2026年每股收益(EPS)指导范围为$4.55至$4.75[11] - 2026年调整后的毛利预计在$3.31至$3.37十亿之间[11] - 2025至2028年总资本投资计划为$10.35十亿[15] 成本与费用 - 2025年调整后的毛利(净营业收入减去燃料和购电费用)预计在$3.21至$3.28十亿之间[8] - 2025年调整后的运营和维护费用(O&M)预计在$1.03至$1.05十亿之间[8] - 2025年其他运营费用(折旧和摊销,以及其他税费)预计在$1.15至$1.17十亿之间[8] 发电量与能源结构 - 2025年核能发电量为2551 GWh,较2024年的2557 GWh减少6 GWh[89] - 2025年煤炭发电量为1770 GWh,较2024年的2271 GWh减少502 GWh,降幅为22.1%[89] - 2025年天然气、石油及其他能源发电量为3339 GWh,较2024年的3075 GWh增加264 GWh,增幅为8.6%[89] 负面信息 - 2025年燃料和购电费用预计为19.4亿至19.8亿美元,2026年预计为21.7亿至22.1亿美元[80] - 2025年总天气影响为3700万美元[74] - 2025年调整转移为-8200万美元[40] 融资与资本结构 - 2026年融资计划中,APS需要的债务为12亿美元,PNW需要的债务为5.5亿美元[28] - APS的长期债务占资本结构的47.65%,普通股占52.35%[41] - 2026年股权需求的约85%已定价,融资计划与资产负债表目标一致[29]