-- 据彭博社周四报道,EDP首席执行官表示,该公司已暂停三个价值数十亿美元的美国风电项目,理由是政策风险,但其仍计划到2028年实现高达52亿美元的EBITDA。 首席执行官米格尔·斯蒂尔韦尔·德安德拉德表示,由于美国政策方向不明朗,EDP已缩减了位于马萨诸塞州、纽约州和加利福尼亚州的三个风电项目的规模,减少了人员配置并推迟了支出。 报道称,斯蒂尔韦尔·德安德拉德在公司总部接受采访时表示,这些项目实际上已经暂停,并指出由于公司在情况好转之前避免投入资金,这些项目目前处于“休眠”状态。 斯蒂尔韦尔·德安德拉德表示,与同行不同,该公司很幸运尚未开工建设,从而避免了潜在的财务风险。 报道还称,这些项目由与Engie合资成立的Ocean Winds公司管理,首席执行官否认了有关退出该合资企业的猜测。 报告指出,美国总统唐纳德·特朗普的政策变化阻碍了可再生能源的发展势头,包括暂停批准风力发电项目以及收紧与新立法相关的融资条件。 报告还补充道,特朗普政府暗示将重新审视之前的审批结果,而最近的举措则允许道达尔能源等公司退出海上租赁项目,从而将约10亿美元的资金重新投入化石燃料投资。 报告称,尽管遭遇挫折,EDP仍继续与美国当局保持沟通,并保持着强大的市场地位,在全美范围内投资约170亿美元,可再生能源装机容量超过12吉瓦。 报告还指出,EDP认为美国和葡萄牙的数据中心将推动强劲的电力需求,并重申了其财务目标,计划到2026年投资120亿美元以支持这些目标的实现。已联系EDP寻求置评。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)
Related Articles
Morgan Stanley Downgrades AES to Equalweight From Overweight, Adjusts Price Target to $15 From $23
AES (AES) has an average rating of hold and mean price target of $15.12, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Gold Eases Early Even as the Dollar Falls Ahead of This Week's U.S. Interest Rate Decision
Gold prices eased early on Monday, remaining rangebound even as the dollar fell ahead of the Wednesday interest-rate announcement from the Federal Reserve.Gold for June delivery was last seen down US$26.50 to US$4,714.40 per ounce, remaining within the US$200 range it has been stuck in since the start of the war on Iran, as high oil prices raise concerns over higher inflation and threaten to boost interest rates.The Federal Open Market Committee (FOMC) will make its latest interest-rate decision at the Wednesday afternoon end to its two-day meeting. The CME FedWatch Tool sees a 100% probability the group will leave rates unchanged."Gold remains stuck in neutral within a broad USD 200 range around USD 4,750, with most intraday price action dictated by energy prices and the ebb and flow of headlines from the White House and the Middle East. The FOMC is widely expected to leave rates unchanged on Wednesday," Saxo Bank noted.The dollar was lower early, with the ICE dollar index last seen down 0.28 points to 98.26. Treasury yields rose, with the yield on the two-year note up 1.0 basis points to 3.801%, while the 10-year note was paying 4.321%, up 1.3 points.
Sector Update: Energy Stocks Advance Premarket Monday
Energy stocks were advancing premarket Monday, with the State Street Energy Select Sector SPDR ETF (XLE) 0.6% higher.The United States Oil Fund (USO) was up 1.4% and The United States Natural Gas Fund (UNG) was 4.1% higher.Front-month US West Texas Intermediate crude oil was 1.9% higher at $96.16 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil rose 2% to $107.41 per barrel, and natural gas futures were up 1% at $2.67 per 1 million British Thermal Units.The UK's Seagreen wind farm, which is 25.5%-owned by TotalEnergies (TTE), has delayed a fixed-price government contract, preferring to sell electricity at higher market rates, Bloomberg News reported, citing data it compiled. TotalEnergies shares were 0.8% higher pre-bell.ARC Resources said it has entered into a definitive agreement to be acquired by Shell (SHEL) in a cash-and-share deal valued at about 22 billion Canadian dollars ($16.17 billion). Shell stock was up 0.4% premarket.