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    Hannah Velásquez • Jefferies

    Hannah Velásquez's questions to Ormat Technologies Inc (ORA) leadership

    Hannah Velásquez's questions to Ormat Technologies Inc (ORA) leadership • Q2 2025

    Question

    Hannah Velásquez of Jefferies followed up on the battery safe harbor timeline for projects through 2029, asking if any hesitation was due to pending Treasury guidance, and requested an update on the 250 MW of PPA negotiations for data centers.

    Answer

    CFO Assi Ginzburg clarified that they do not anticipate issues with safe-harboring additional storage projects this year, as the decision is based on project readiness and interconnection visibility, not pending guidance. CEO Doron Blachar added that the data center PPA negotiations are ongoing for projects using existing technology and he hopes to announce signed contracts in the coming months.

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    Hannah Velásquez's questions to Sunrun Inc (RUN) leadership

    Hannah Velásquez's questions to Sunrun Inc (RUN) leadership • Q2 2025

    Question

    Hannah Velásquez from Jefferies sought clarification on the safe harbor timeline and asked about the company's confidence that new Treasury guidance would not be retroactive. She also asked for the assumptions behind the 10 GWh battery deployment target for 2029.

    Answer

    CEO Mary Powell stated that based on D.C. conversations, the likelihood of retroactive guidance is 'extremely low.' President & CRO Paul Dickson explained the 10 GWh target is achievable with their current high storage attachment rate and is economically attractive for Sunrun independent of future grid service program expansion.

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    Hannah Velásquez's questions to Clearway Energy Inc (CWEN) leadership

    Hannah Velásquez's questions to Clearway Energy Inc (CWEN) leadership • Q2 2025

    Question

    Hannah Velásquez of Jefferies inquired about the timeline for Clearway's wind repowering opportunities, asking if projects were pulled forward from 2029-2030, and questioned if the Tuolumne acquisition was factored into the updated 2025 CAFD guidance.

    Answer

    CEO Craig Cornelius clarified that the repowering opportunity pipeline has actually grown and is proceeding on its original schedule, not pulled forward. He also confirmed that the financial contribution from the Tuolumne project was already included in the high end of the initial 2025 guidance range.

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    Hannah Velásquez's questions to Fluence Energy Inc (FLNC) leadership

    Hannah Velásquez's questions to Fluence Energy Inc (FLNC) leadership • Q2 2025

    Question

    Hannah Velásquez, on behalf of Julien Dumoulin-Smith from Jefferies Financial Group Inc., asked for clarification on the timing of the projected $200 million working capital usage and when the company expects to return to positive free cash flow. She also questioned if the $700 million revenue deferral includes a buffer for potential future tariff issues.

    Answer

    CFO Ahmed Pasha clarified that the working capital usage is primarily for fiscal 2025 to support inventory and Q4 revenue delivery, with cash from those sales expected in Q1 2026. He stated that the company aims to be free cash flow positive next year. CEO Julian Nebreda and CFO Ahmed Pasha confirmed the $700 million figure is based on current visibility and is not cushioned for further downside, expressing confidence in the revised guidance because the required equipment is already in the U.S., de-risking the forecast.

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