FINWIRES · TerminalLIVE
FINWIRES

北地電力與台積電簽署30年協議,興建1022兆瓦海龍風電項目

By

-- 北地電力公司週四宣布,已與台積電簽署了一份為期30年的電力協議,為其位於台灣的1022兆瓦海龍離岸風電項目提供電力。 北地電力公司表示,已與台積電達成長期企業購電協議,以從台積電購買其位於台灣的海龍離岸風電項目的額外電力。 此專案由三個機組組成,總裝置容量為1022兆瓦,包括海龍2A機組(294兆瓦)、海龍2B機組(224兆瓦)和海龍3機組(504兆瓦),位於離岸45至70公里處。 北地電力公司表示,該公司持有該專案30.6%的股份,三井物產株式會社持有40%的股份,Gentari International Renewables持有29.4%的股份。 北地電力表示,這項新的30年協議將進一步深化與台積電的合作關係。雙方的合作關係始於2022年,目前已涵蓋海龍2B和海龍3電站的電力供應。 北地電力表示,在2026年完成相關行政手續後,海龍2A電站將納入新協議,屆時台積電將可購買該工程100%的電力輸出。 北地電力總裁兼執行長克里斯汀·希利表示,該協議“鞏固了海龍電站的戰略重要性”,並將在過渡完成後提升公司的長期經濟效益和股東價值。

Related Articles

Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Cms Energy Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $1 to $87, 22.0x our next-12-month EPS estimate, above peers and CMS's three-year historical average of 18.4x. We trim both our 2026 and 2027 EPS views by $0.02 to $3.88 and $4.17, respectively. CMS posted Q1 adjusted EPS growth of 10.8%. CMS announced that two hyperscaler data centers had reached commercial agreement on contract terms and signed 110 MW of new load in Q1 alone (exceeding all of 2025's signings), with expected load coming online starting in 2028, all incremental to the current plan. Each 1 GW of new load provides $2B-$5B in capital investment opportunities while reducing average customer rate growth by ~2%. We think CMS offers competitive near-term EPS (~7.6% 2025-2028 CAGR) and dividend growth trajectories (~5.8%). In our view, Michigan is one of the most supportive regulatory districts in the country, with CMS's most recent electric rate case outcome highlighting regulatory willingness to support prudent investments through multiple recovery mechanisms.

$CMS
Australia

Market Chatter: SoftBank-Backed Opay Taps Citi, Deutsche, JPMorgan for US IPO

Opay Digital Services has hired Citigroup (C), Deutsche Bank (DB), and JPMorgan (JPM) as the Nigerian payments platform prepares for an initial public offering in the US, Bloomberg reported Friday, citing people familiar with the matter.The SoftBank-backed company is seeking a valuation of $4 billion in its debut and may sell the shares later this year, the people reportedly said.Citigroup declined to comment to. Deutsche and JPMorgan did not immediately respond, while Opay was unreachable.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $127.59, Change: $-0.39, Percent Change: -0.30%

$C$DB$JPM
Australia

Life Time Set for Strong Q1 Comparable Club Growth, UBS Says

Life Time (LTH) is expected to post robust comparable club growth in Q1, with slightly better-than-expected revenue and EBITDA, as investors focus on concerns around member growth metrics per center and spending trends in a softer macro environment, UBS Securities said Friday.Ahead of the company's Q1 results on Tuesday, the investment firm said it sees upside to its Q1 EBITDA estimate of $215 million and expects comparable club revenue growth of about 7% to 7.5%.UBS said the key investor debate centers on whether the company can sustain growth in revenue per member and overall club economics amid pressure on consumer spending.The brokerage also noted that Life Time could continue repurchasing stock from sponsors, helping reduce overhang, while keeping leverage below its 2x target.UBS has a buy rating on the stock, with a price target of $43.Price: $26.68, Change: $-0.13, Percent Change: -0.50%

$LTH