-- NextEra Energy（NEE）傘下のNextEra Energy Resourcesは、第1四半期の業績報告で、再生可能エネルギーと蓄電設備の新規導入において過去最高の四半期を達成し、4ギガワット（GW）の新規発電・蓄電設備を受注残高に追加したと発表した。 同社によると、この第1四半期の受注残高には、太陽光発電2.2GW、蓄電池1.3GW、風力発電0.5GWが含まれる。 同社は既に、2026～2027年の商業運転開始（COD）予定および受注残高パイプラインに、太陽光発電約9.9GW、蓄電池約7.5GW、風力発電約3.2GWの設備容量を保有している。 NextEra Energy Resourcesは、2026～2027年の総発電容量を約20GW～27GWにすることを目標としている。 このうち、太陽光発電容量は8.5GW～11.5GW、蓄電池容量は8GW～10GW、風力発電容量は3.5GW～5.5GWとなる見込みです。 2026年から2032年にかけて、同社は総増設容量を76.6GW～107.6GWと見込んでおり、その内訳は太陽光発電が31.5GW～41.5GW、蓄電池容量が32GW～43GW、風力発電が8.5GW～14.5GW、ガス火力発電が4GW～8GWとなっています。 同社は総受注残高を約33GWに増加させました。4月23日時点で、約0.3GWの純増分が稼働を開始しており、1月27日以降、約0.4GWのプロジェクトが受注残高から削除されたと発表しました。 会長兼社長兼最高経営責任者（CEO）のジョン・ケッチャム氏は、「2025年の実績を基準として、2032年まで調整後1株当たり利益を年平均8%以上の成長率で伸ばし、2032年から2035年までも同様の成長率を目指します」と述べました。 さらに、「重要なのは、当社の予測成長は規制事業と長期契約事業のバランスが取れており、明確に把握できる点です」と述べ、49州にまたがる事業規模と複数の成長プラットフォームを強調しました。 ネクステラ・エナジー・リソーシズは、データセンターハブ戦略を推進しており、米国商務省から、日本の5,500億ドル規模の投資計画の一環として、テキサス州とペンシルベニア州に9.5GWのガス火力発電所を建設する企業として選定されたと発表しました。 同社は、米国と日本が所有権を保持する形でプロジェクトを開発しており、許認可取得と商業化に向けた作業を進めています。現在30以上のデータセンターハブを擁し、年末までに約40のハブを目標としています。
Related Articles
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
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI