FINWIRES · TerminalLIVE
FINWIRES

道达尔能源批准12亿美元哈萨克斯坦风能和储能项目

-- 道达尔能源（TotalEnergies，简称TTE）周五宣布，已批准在哈萨克斯坦投资12亿美元建设一个风能和储能项目，预计该项目将在25年内发电100太瓦时。 道达尔能源表示，米尔尼（Mirny）项目将为约100万人提供可再生电力，电力将根据2023年与哈萨克斯坦政府签署的为期25年的购电协议出售。 该公司表示，该项目包括一个装机容量为1吉瓦的陆上风电场，拥有150台风力发电机组，以及一个容量为600兆瓦时的电池储能系统，以确保电力供应的可靠性。 据该公司称，该储能系统由道达尔能源的子公司Saft公司提供，将增强电网稳定性，并支持哈萨克斯坦不断增长的可再生能源产能。 该公司表示，道达尔能源持有该项目60%的股份，萨姆鲁克能源公司（Samruk Energy）和哈萨克斯坦国家石油天然气公司（KazMunayGas）各持有20%的股份。 该公司表示，已通过与支持该项目融资结构的国际贷款机构集团签署的通用条款协议获得融资。 该贷款财团成员包括欧洲复兴开发银行、法国开发署（Proparco）、哈萨克斯坦开发银行、德国投资与发展银行（DEG）、法国兴业银行、卡塔尔国家银行集团（QNB Group）、中国建设银行和渣打银行。 道达尔能源公司可再生能源高级副总裁奥利维尔·朱尼表示，该项目将支持哈萨克斯坦到2030年将可再生能源发电量占比提高到15%的目标。 该公司还表示，这个1吉瓦的风电项目也将为与马斯达尔公司通过一家涵盖包括哈萨克斯坦在内的九个亚洲国家的50/50合资企业开发的更广泛的9吉瓦可再生能源项目组合做出贡献。

Price: $89.51, Change: $-0.96, Percent Change: -1.06%

Related Articles

Asia

Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says

Fortescue (ASX:FMG) reported softer quarterly performance alongside ongoing challenges at Iron Bridge and increased spending on non-core green energy projects, raising concerns over returns and valuation, Jefferies said in an April 24 note.The company reported a softer quarter due to seasonal and weather impacts, with solid performance from its Pilbara hematite operations offset by ongoing underperformance at the Iron Bridge magnetite project, which continues to face throughput and margin challenges and may struggle to justify its value.Jefferies noted that the company's $680 million investment in green energy capacity for third-party customers, such as industrial users and data centers, represents a strategic shift, but views it as non-core capital allocation that may justify a higher discount rate for its mining business until clearer returns emerge.The equity research firm said that the company's Pilbara system is nearing port capacity constraints, a "good problem" that may allow higher-margin hematite production to displace costlier Iron Bridge volumes, as the company reviews its portfolio, trims Iron Bridge output, and keeps overall shipment guidance broadly unchanged.The research firm added that the company remains financially solid with $4.2 billion in cash despite dividends and capital expenditure outflows and is expected to return to a net cash position longer term, but highlighted Iron Bridge uncertainty and higher green energy spending as risks, including a potential write-down, supporting a cautious outlook.Jefferies maintained an underperform rating on Fortescue and reduced the price target to AU$16.50 from AU$17.50.

$ASX:FMG
Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
Asia Markets

Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012