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隨著德州和PJM電力價格上漲，NRG能源公司預計獲利將大幅成長。

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-- NRG能源公司（NRG）週三公佈了第一季財報，預測其發電資產有望實現顯著收益，因為不斷上漲的電價、趨緊的市場環境以及槓桿化的發電佈局都提振了其前景。 該公司表示，其位於德州的純發電資產組合在每兆瓦時100美元的電價下，即使對沖比例較低，也能實現超過30億美元的毛利潤，而電價低於每兆瓦時50美元時則會虧損。 該公司目前的業績指引假設電價約為每兆瓦時52美元，對沖覆蓋率在95%到低於25%之間。 NRG預計其位於PJM的發電資產組合也將有類似的成長潛力，電價為每兆瓦時100美元，預計到2026年毛利將達到約15億美元。 NRG的基本假設包括正常的天氣條件，以及亨利樞紐天然氣基準價格約為每百萬英熱單位3.75美元，休士頓航道天然氣基準價格約為每百萬英熱單位3.25美元。 對於PJM而言，預計亨利樞紐站的定價為每百萬英熱單位3.75美元，而Tetco M3站的定價約為每百萬英熱單位3.60美元。 該公司在德州的發電裝置容量目前約為45太瓦時（TWh），其中經濟裝置容量約為45太瓦時，非經濟裝置容量約為40太瓦時；而PJM的發電裝置容量約為25太瓦時，其中經濟裝置容量約為25太瓦時，非經濟裝置容量約為15太瓦時。

Price: $152.24, Change: $-5.19, Percent Change: -3.30%

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