文章核心观点 - 公司宣布其位于新墨西哥州阿尔伯克基市外的Atrisco太阳能和储能项目开始进入商业运营 [1] - 该项目总装机容量为364MW太阳能发电和1.2GWh储能,由公司的美国子公司Clenera开发和建设 [1][2] - 该项目总投资8.27亿美元,预计首年运营将产生5.1-5.5亿美元收入和4.1-4.5亿美元EBITDA [3] - 该项目获得了2.9亿美元银行贷款和4.2亿美元税收激励融资 [3] - 公司表示这是其在新墨西哥州和西南地区的众多清洁能源项目中的重要里程碑,未来还将有更大规模的项目投产 [4] 项目概况 - 该项目由公司的美国子公司Clenera开发和建设 [2] - 项目使用了来自Runergy、Array Technologies Inc、Sungrow等多家供应商的设备 [2] - 项目建设过程中雇佣了数百名工程师和技术人员 [2] - 项目总投资8.27亿美元,其中4.07亿美元为净投资额 [3] 融资情况 - 项目获得了2.9亿美元银行贷款融资,由HSBC等大型美国和国际银行牵头 [3] - 项目还获得了4.2亿美元的税收激励融资,来自美国银行和美国银行 [3] - 公司将向该项目提供1.17亿美元的长期净权益投入 [3] 运营情况 - 该项目的电力由新墨西哥州公共服务公司(PNM)根据20年电力购买协议购买 [1] - 该项目投产后将为约11万户新墨西哥州家庭提供清洁电力 [1] - 公司表示这是其在新墨西哥州和西南地区的众多清洁能源项目中的重要里程碑,未来还将有更大规模的项目投产 [4]

The Project incorporates 60 MW of solar generation capacity, and cost $48 million to construct Tapolca is Enlight’s fifth project in Hungary, bringing the Company to a total of 144 MW of operating generation capacity in the country TEL AVIV, Israel, Aug. 18, 2024 (GLOBE NEWSWIRE) -- Enlight Renewable Energy (“Enlight”, "the Company”, NASDAQ: ENLT, TASE: ENLT.TA), a leading renewable energy platform, announces the commencement of operations at the Tapolca solar project (“the Project”) in Hungary, which has a ...

EARNINGS PRESENTATION S e c o n d Q u a r t e r 2024 Legal disclaimer 2 This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements contained in ...

财务数据和关键指标变化 - 第二季度收入增长61%至8500万美元,主要由于新项目投产以及部分运营项目的产量和通胀指数调整 [33] - 第二季度净利润下降58%至900万美元,主要受到以色列债务的通胀指数化影响和Clenera赚钱计算的影响 [36] - 第二季度调整后EBITDA增长39%至5800万美元,主要受益于收入增长 [38] 各条业务线数据和关键指标变化 - 美国业务方面,公司正在推进Atrisco、Quail Ranch、Roadrunner和Country Acres等大型项目的建设,总装机容量达到1.2GW光伏和3.2GWh储能 [24][27][28] - 欧洲业务方面,西班牙Gecama项目受益于电价上涨,盈利能力大幅超预期,公司已经回收了一半的股权投资 [18][35] - 以色列业务方面,248MW和593MWh的太阳能储能集群项目正在逼近满产,公司还获得了200MW的新增并网容量 [20][21] 各个市场数据和关键指标变化 - 美国电力需求持续快速增长,预计到2030年数据中心、人工智能和电动汽车将占到需求增长的三分之二 [14] - 美国电价水平持续上涨,公司新项目的预计无杠杆收益率达到10.5%,加上融资成本5.5%-6%,可实现中高个位数的杠杆收益率 [17] - 西班牙电价目前在60-70欧元/MWh区间,Gecama项目的盈利能力大幅超预期 [18] 公司战略和发展方向及行业竞争 - 公司正在快速推进全球发电和储能装机的扩张,到2027年将达到5.4GW和5.9GWh [13] - 公司在美国市场的项目管线丰富,包括大型的Atrisco、CO Bar等项目,有望在未来3年内实现快速增长 [12][29] - 公司正在加强与供应商的合作,以应对新的反倾销政策,并寻求更多国内含量资格 [31] 管理层对经营环境和未来前景的评论 - 公司看好美国电力市场的发展前景,电力需求持续增长,设备成本下降,电价上涨,为公司的项目带来良好的投资回报 [14][17] - 公司在欧洲和以色列市场也取得了良好的经营业绩,Gecama项目的盈利能力大幅超预期 [18][20] - 公司有信心实现2024年收入345-360百万美元、EBITDA245-260百万美元的目标,较之前指引有所上调 [42][43] 其他重要信息 - 公司完成了Atrisco太阳能和储能项目的全部融资,总额达7.1亿美元 [15][26][39] - 公司在以色列新进入家庭电力零售市场,并与工业客户签署了5个新的电力购买协议 [22] 问答环节重要的提问和回答 问题1 **Justin Clare 提问** 询问公司未来几年的未投产项目中有多少容量是未签约的,以及公司的签约策略和预期电价水平 [46] **Yonah Weisz 回答** 公司大部分项目已经签约,未签约的主要集中在开发阶段的项目,预计未来电价水平将保持当前水平或有进一步上涨 [48][50] 问题2 **Justin Clare 提问** 询问公司在Quail Ranch、Roadrunner和Country Acres等项目的组件采购进度,以及组件价格的变化情况 [51] **Gilad Yavetz 回答** 公司已经通过不受反倾销政策影响的国家锁定了足够的组件供应,组件价格较2023年初下降25%-30% [52][53][54] 问题3 **Maheep Mandloi 提问** 询问公司是否已经将Rustic Hills、Gemstone和Cogan项目的建设时间推迟到2027年,以期获得国内制造的组件和相关补贴 [68] **Yonah Weisz 回答** 是的,公司已经将这些项目推迟到2027年,以期获得国内制造组件和相关补贴的优势 [69]

All of the amounts disclosed in this press release are in U.S. dollars unless otherwise noted TEL AVIV, Israel, Aug. 07, 2024 (GLOBE NEWSWIRE) -- Enlight Renewable Energy Ltd. (NASDAQ: ENLT, TASE: ENLT) today reported financial results for the second quarter ending June 30, 2024. The Company’s earnings conference call and webcast will be held today at 8:00 AM ET. Registration links to both the call and the webcast can be found at the end of this earnings release. The entire suite of the Company’s 2Q24 finan ...

All of the amounts disclosed in this press release are in U.S. dollars unless otherwise noted TEL AVIV, Israel, Aug. 07, 2024 (GLOBE NEWSWIRE) -- Enlight Renewable Energy Ltd. (NASDAQ:ENLT, TASE: ENLT))) today reported financial results for the second quarter ending June 30, 2024. The Company's earnings conference call and webcast will be held today at 8:00 AM ET. Registration links to both the call and the webcast can be found at the end of this earnings release. The entire suite of the Company's 2Q24 fina ...

The financing package for the energy storage portion of the project includes over $400 million of loans and tax equity arranged by HSBC and U.S. Bank Atrisco is one of Enlight’s flagship projects in the U.S., combining 364 MW of solar generation capacity with 1.2 GWh of battery storage capacity, and is expected to reach full COD later this year The financial close for the Energy Storage Project completes the financing and tax equity arrangements of the entire Atrisco complex TEL AVIV, Israel, July 29, 2024 ...

The financing package for the energy storage portion of the project includes over $400 million of loans and tax equity arranged by HSBC and U.S. Bank Atrisco is one of Enlight's flagship projects in the U.S., combining 364 MW of solar generation capacity with 1.2 GWh of battery storage capacity, and is expected to reach full COD later this year The financial close for the Energy Storage Project completes the financing and tax equity arrangements of the entire Atrisco complex TEL AVIV, Israel, July 29, 2024 ...

TEL AVIV, Israel, July 19, 2024 (GLOBE NEWSWIRE) -- Enlight Renewable Energy ("Enlight") (NASDAQ:ENLT, TASE: ENLT.TA))), a leading global renewable energy platform, today announced it will release its financial results for the second quarter ended June 30, 2024, before market open on Wednesday, August 7, 2024. Conference Call Information Enlight will host a conference call to review its financial results and business outlook on Wednesday, August 7, 2024. Management will deliver prepared remarks followed by ...

TEL AVIV, Israel, July 19, 2024 (GLOBE NEWSWIRE) -- Enlight Renewable Energy (“Enlight”) (NASDAQ: ENLT, TASE: ENLT.TA), a leading global renewable energy platform, today announced it will release its financial results for the second quarter ended June 30, 2024, before market open on Wednesday, August 7, 2024. Conference Call Information Enlight will host a conference call to review its financial results and business outlook on Wednesday, August 7, 2024. Management will deliver prepared remarks followed by a ...