FINWIRES · TerminalLIVE
FINWIRES

南方電力公司第一季銷售額攀升至50太瓦時，發電量和在建項目均成長

By

-- 南方電力公司（SO）週四公佈了第一季業績，該公司表示，總發電量為47太瓦時（TWh），高於去年同期的46太瓦時。 該公司補充道，截至3月31日的第一季度，其購電量為4太瓦時，低於去年同期的5太瓦時。 南方電力公司報告稱，該季度總售電量為50.19太瓦時，高於去年同期的48.49太瓦時。 該公司報告稱，該季度零售售電量為36.60太瓦時，高於去年同期的36.44太瓦時。 該公司表示，第一季居民用電量為12.12太瓦時，低於去年同期的12.63太瓦時。 該公司表示，本季商業用電銷量達12.34太瓦時（TWh），高於去年同期的11.85太瓦時；工業用電銷量也從11.82太瓦時增至12太瓦時。 該公司報告稱，本季批發總銷量為13.59太瓦時，高於去年同期的12.04太瓦時。 該公司表示，南方電力公司正在推動約10吉瓦的新建受監管發電項目，同時已簽約和後期開發項目總計達23吉瓦。 該公司表示，其大負荷項目儲備持續成長，目前已簽約需求超過11吉瓦，約6吉瓦的項目即將達成最終協議，而潛在項目總量超過75吉瓦。 該公司表示，正在建造涵蓋熱能、儲能和太陽能領域的新基礎設施，目標是在2026年新增約1.2吉瓦的裝置容量，到2030年每年新增裝置容量達到2.8吉瓦。 在再生能源方面，該公司表示，米勒斯布蘭奇太陽能專案第一期工程（裝置容量0.20吉瓦）已於2月份投入運營，二期和三期工程（裝置容量0.31吉瓦）預計將於2026年晚些時候投入使用。 該公司也正在對五座總裝置容量約1吉瓦的風電場進行改造升級，這些項目正在俄克拉荷馬州和德克薩斯州進行，預計將於2026年至2027年間陸續投入營運。 該公司計劃透過對阿拉巴馬州和喬治亞州電廠進行升級改造，新增約0.40吉瓦的燃氣發電裝置容量，建設工作將於2026年啟動，預計於2029年至2031年間投入營運。 該公司補充道，南方電力公司正持續推進監管流程，以確保新增2吉瓦至6吉瓦的發電容量，並正在推進全方位採購計劃，目標是在2033年前實現新增裝置容量。

Price: $95.76, Change: $+2.25, Percent Change: +2.41%

Related Articles

Oil & Energy

US Oil Update: Futures Tumble Amid Heightened US-Iran Tensions

Crude oil futures edged lower in midday trading on Thursday on reports that President Donald Trump would be briefed on expanded military options in Iran amid a deepening standoff between the US and Iran.Front-month West Texas Intermediate crude futures tumbled by 2.27% to $104.37 per barrel, while Brent futures dropped by 3.51% to $113.88/bbl.US crude exports surged last week as global buyers turned to American producers for alternative supplies amid the ongoing Middle East supply disruptions. The latest data from the Energy Information Administration shows that US crude stockpiles dropped by 6.2 million barrels to 459.5 mmbbls in the week ended April 24."This is a record high, surpassing the previous record of 5.63m b/d in February 2023," ING strategists said in a note Thursday, noting that these strong export volumes are increasingly tightening up the US domestic market.The inventories are now about 1% above the five-year average for this time of year, the EIA said.President Trump is reviewing new military options while maintaining a strict naval blockade on Iranian ports, signaling a hardline stance amid stalled negotiations.The US President is reportedly set to receive a briefing from the head of US Central Command, Admiral Brad Cooper, on plans for a series of new military strikes on Iran to force it to negotiate a deal to end the conflict.Iranian authorities, meanwhile, have vowed to respond with "long and painful strikes" on US positions if Washington renewed attacks, while reasserting control over the Strait of Hormuz.Iran Revolutionary Guards said that any new US military aggression would trigger previously undisclosed Iranian capabilities, including advanced smart targeting systems."You have seen the fate of your bases in the region; you will also see the fate of your warships", IRGC Aerospace Force Commander Majid Mousavi was quoted as saying.Iran's Supreme Leader, Mojtaba Khamenei, also said that Tehran would eliminate what he described as the enemy's abuse of the waterway under the new management of the strait, as his country moves to assert its control over the key chokepoint.On the supply front, the global oil market is undergoing a fragile rebalancing nearly two months after disruptions in the Hormuz slashed crude flows, with limited system flexibility keeping supplies tight.Data analytics firm Kpler said about 60 days into the disruption, oil flows through the key chokepoint remain close to minimal levels, falling from about 20 million barrels per day to about 1 million b/d in April.Traffic through the Hormuz remains limited and uneven, with crossings continuing to show a sharp directional imbalance, according to Kpler. As of April 29, a total of 12 vessel crossings were recorded, up by four day-on-day, with all ships moving west-to-east and no return traffic observed.

Australia

Market Chatter: Citigroup Pares Back Physical Trading in Industrial Metals

Citigroup (C) is stepping back from physical trading in industrial metals and has notified a number of staff from the commodities team about potential redundancies, Bloomberg reported Thursday, citing an employment tribunal in London.Citi said in a January letter that physical metals trading will no longer be a "core business activity," as the bank warned about 11 employees that they were at risk of redundancy and has let go a number of them since then, according to the report.Citi did not immediately respond to' request for comment.(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: $128.19, Change: $+0.58, Percent Change: +0.45%

$C
Sectors

Update: Gold Rises as the Dollar and Yields Fall After a Report Showed U.S. Inflation Continues to Run Hot

(Updates prices.)Gold traded higher midafternoon Thursday as the dollar dropped after a report showed a key U.S. inflation measure rose last month while first-quarter gross domestic product rose less than expected.Gold for June delivery was last seen up US$71.30 to US$4,632.80 per ounce, remaining within the US$200 range it has traded within for the past month.The U.S. Bureau of Economic Analysis reported the March Personal Consumption Expenditures (PCE) Index, the Federal Reserve's preferred inflation measure, rose 0.7% in March from the prior month, up from 0.4% fin February, but matching expectations according to Marketwatch. Core PCE, excluding volatile food and energy, rose 3.2% annualized, up from 3.0% in February and again matching expectations.The bureau also issued its first estimate of first-quarter U.S. GDP growth, reporting the measure rose at a 2.0% pace, up from 0.5% in the prior quarter and under expectations for a 2.2% rise.Gold's gain comes despite expectations higher interest rates are on the way as the war on Iran pushes up inflation. The Federal Reserve's policy committee on Wednesday ended its two-day meeting on Wednesday leaving rates unchanged, but signaled hikes may be on the horizon as inflation climbs."Gold has attracted fresh demand despite rising bond yields and a firmer dollar following Wednesday's FOMC meeting, where rates were left unchanged, but several members signalled a desire to remove the easing bias as the Iran war continues to cloud the economic outlook," Saxo Bank wrote.Still, the dollar was sharply lower early following the economic data, with the ICE dollar index last seen down 0.81 points to 98.15. Treasury yields also fell, with the yield on the U.S. two-year note last seen down 7.1 basis points to 3.894%, while the 10-year note was paying 4.397%, down 3.7 points.

$GCM6$GLD