Close Brothers Asset Finance has broadened its sustainability funding offering to include hydrogen projects and assets, making it one of the first lenders to provide asset finance at scale in the hydrogen sector. Hydrogen is seen as a key enabler of decarbonisation in sectors where direct electrification is challenging, such as heavy industry and transport, and it can also function as an energy storage solution. The firm has provided funding across the hydrogen supply chain, including electrolysers, mult ...

Q3 2025 EARNINGS PRESENTATION Important Notice This presentation contains forward-looking statements (as such term is defined in Section 21E of the Securities Exchange Act of 1934, as amended). These statements can be identified by the fact that they do not relate only to historical or current facts. In particular, forward-looking statements include all statements that express forecasts, expectations, plans, outlook, objectives and projections with respect to future matters, including, among other things, t ...

Key Takeaways MasTec's record-high Clean Energy backlog and renewables projects are fueling its long-term growth.Near-term margins remain pressured by project delays and supply-chain costs despite strong demand.Disciplined bidding, cost control and higher-margin projects could help MTZ restore operating leverage.MasTec, Inc.’s (MTZ) diversified service offerings, which span beyond oil and gas projects, are driving its growth momentum. Its focus across solar, wind and transmission projects substantiates this ...

公司比较与选择 - QuantumScape被选为优于D-Wave Quantum的投资选项 因其在固态电池领域的领先地位和更清晰的商业化路径 [2] - 两家公司在2025年的年内回报率均达到约200% [2] 技术验证与演示 - QuantumScape于2025年9月在慕尼黑IAA Mobility上进行了全球首次固态电池驱动的电动汽车现场演示 展示了一辆集成其QSE-5电芯的杜卡迪V21L摩托车 [4] - 演示车辆的能量密度达到844Wh/L 充电速度从10%至80%仅需12分钟 并具备持续10C的输出能力 [5] - 此次演示被强调为功能完整的车辆 而非单纯的实验室测试 [5] 商业化进展与合作伙伴 - QuantumScape在2025年第三季度使用突破性的Cobra生产工艺出货了B1样品 该生产工艺效率比前代技术提升25倍 [6] - B1样品已直接进入大众汽车的车辆项目 为2026年的道路测试做准备 [6] - 大众汽车旗下的PowerCo承诺在两年内提供高达1.31亿美元的基于里程碑的资助 [7] - 丰田公司目标在2027-2028年实现固态电池商业化 为QuantumScape创造了巨大的市场机会 [7] 财务表现与市场潜力 - QuantumScape在2025年第三季度录得首次客户账单收入 金额为1280万美元 标志着从纯研发向商业运营的关键转变 [8] - D-Wave Quantum预计季度收入仅为312万美元 与其超过100亿美元的市值不相称 [8] - 全球电动汽车电池市场的规模远超量子计算应用市场 QuantumScape站在一个价值数万亿美元的能源转型前沿 [9] 市场竞争格局 - 固态电池领域的竞争正在加剧 包括丰田和SK On在内的行业老牌企业正在快速推进其自有技术 [11] - 量子计算领域 D-Wave面临来自IBM和谷歌等科技巨头的激烈竞争 [12]

得克萨斯州页岩行业现状 - 美国石油和天然气生产活动在第三季度出现下降 标志着连续第二个季度收缩[1] - 美国在用石油钻井平台数量在8月降至近四年来的最低点[1] - 德克萨斯州页岩油生产活动显示出降温迹象[1] 行业高管与参与者观点 - Diamondback Energy首席执行官认为在当前油价下 美国页岩油产量可能已经见顶 本土48州的作业活动水平将持续低迷[2] - 达拉斯联储第三季度调查的一位受访者表示美国页岩业务已崩溃 曾经最具活力的能源引擎因政治敌意和经济无知而遭受重创[3] 人工智能发展带来的电力需求 - 德克萨斯州电网运营商预测该州电力需求负荷到2030年将攀升至208吉瓦 较五个月前的预测值148吉瓦大幅上调[4] - 新增电力需求中近50吉瓦预计来自为人工智能革命提供动力的数据中心[4] - 德克萨斯州每年发电量超过美国任何其他州 且其电力需求持续攀升[3] 传统能源资产的新机遇 - 二叠纪盆地石油和天然气勘探公司拥有大量现有能源资产 特别是天然气涡轮机 这些资产为向新经济应用转型做好了准备[5] - 西得克萨斯州拥有大量开阔土地 适合建设数据中心和新的发电资产[6] - 开发商可以在现有上游资产所在地共建新的数据中心 并利用目前缺乏足够基础设施处理的闲置天然气资源[6] 协同效应与资源利用 - 石油和天然气生产产生的采出水可用于满足数据中心巨大的冷却需求[7] - 原本可能被燃烧放空的天然气可重新定向输送给需要电力的新客户[7]

CECO Environmental (NasdaqGS:CECO) Q3 2025 Earnings Call October 28, 2025 08:30 AM ET Company ParticipantsTodd Gleason - CEOPeter Johansson - CFOMarcio Pinto - VP of Financial Planning and Investor RelationsConference Call ParticipantsNone - AnalystJim Ricchiuti - Managing Director and Senior Equity Research AnalystAaron Spychalla - Senior Research AnalystGerry Sweeney - Managing Director and Senior Research AnalystRob Brown - Founding Partner and Senior Equity Research AnalystBobby Brooks - VP and Senior E ...

(Oslo, 28 October 2025) “Competitive renewable technologies such as solar, wind, and batteries are significantly driving the shift away from fossil fuels to renewables. Our analysis shows that the development of renewables continue at a rapid pace, with solar as a leading technology, even in a scenario of global unrest,” says Torjus Folsland Bolkesjø, Head of Global Energy Drivers and author of Statkraft’s new Green Transition Scenarios report. Statkraft has published its annual report on the pace of the en ...

业绩总结 - 2025年9个月的EBIT为94亿欧元，其中EBIT为66亿欧元，净利润为38亿欧元[7] - 2025年第三季度的净利润为30亿欧元，较去年同期增长[12] - 2025年9个月的现金流来自运营（CFFO）为95亿欧元，资本支出（Organic CAPEX）为59亿欧元，杠杆率为19%[7] - 2025年预计的集团CFFO为120亿欧元，现金计划为40亿欧元，净资本支出低于50亿欧元[22] - 2025年确认的每股股息为1.05欧元，同比增长5%[24] - 2025年预计的GGP pro-forma EBIT超过10亿欧元[22] - Q3 2025的调整前税收为22亿欧元，较Q2 2025的23亿欧元略有下降[74] - 2025年Q3与2024年Q3相比，调整前税收为27亿欧元，较2024年Q3的23亿欧元增长[78] 用户数据与市场表现 - 2025年预计的LNG销售同比增长50%[36] - 2025年Q3的液体销售价格较Q2 2025增长2%，天然气价格增长4%[71] - 预计2025年Q3的Brent油价为每桶80.2美元[82] - 2025年Q3的ENI炼油利润率为每桶8.9美元，较2024年Q3的1.7美元显著提升[86] 资源与生产能力 - Baleine资源储量为2.5亿桶石油和3.3万亿立方英尺天然气[53] - Baleine PH 1和PH 2的总生产能力为每日15万桶石油和每日200百万立方英尺天然气[53] - Coral North的储量为4.7万亿立方英尺，FLNG产能为每年360万吨[58] - Southern Hub当前总生产为每日650百万立方英尺，已发现资源为14万亿立方英尺和50万桶石油[63] - 预计2025年Coral North项目将实现首次气体交付[59] 未来展望 - 2025年9个月的净债务减少超过50亿欧元，季度末杠杆率为12%[19] - 2025年可再生能源产能同比增长55%，达到4.8 GW[42] - 2025年9个月的资本支出同比下降3%[19]

NextEra Energy, Inc. (NYSE: NEE) said its board of directors has declared a regular quarterly common stock dividend of $0.5665 per share, payable on December 15, 2025, to shareholders of record as of November 21, 2025. The declaration maintains NextEra’s consistent track record of returning capital to investors through steady dividend payments, supported by its strong position in both regulated and renewable power generation. Headquartered in Juno Beach, Florida, the company operates through its subsidiar ...

Nanterre, 23 October 2025 QUARTERLY INFORMATION AT 30 SEPTEMBER 2025 Revenue in the first nine months of 2025 up almost 4%, including 5% growth in the third quarter Dynamic business levels in Energy Solutions and Concessions Increase in order intake in the third quarter; strong order book2025 guidance confirmed REVENUE AND OTHER KEY INDICATORS First nine months 2025/2024 change (in € millions) 2025 2024 Actual Like-for-like1 Concessions 9,379 8,900 +5.4% <td style="width:107.47px;;text-align: ...