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    Michael Fairbanks

    Research Analyst at J.P. Morgan Chase & Co.

    Michael Fairbanks is an Equity Research Associate at J.P. Morgan Chase & Co., contributing to the firm's investment research and analysis team. His specialization involves supporting senior analysts in the evaluation of companies and financial data, although specific company coverage and performance metrics have not been publicly disclosed. Fairbanks began his current role at J.P. Morgan Chase & Co. and has not been linked with any prior firms based on available records. Information regarding his professional credentials, such as FINRA registration or securities licenses, is not publicly available at this time.

    Michael Fairbanks's questions to Bloom Energy (BE) leadership

    Michael Fairbanks's questions to Bloom Energy (BE) leadership • Q2 2025

    Question

    Michael Fairbanks of JPMorgan Chase & Co. asked for the timeline and cost of the planned production capacity expansion to two gigawatts.

    Answer

    KR Sridhar, Founder, Chairman & CEO, explained that while specific timelines were not disclosed, the expansion would proceed at "AI speed," with capacity additions possible within six months. He estimated the cost at approximately $100 million, spread over several quarters, for which the company is already well-funded.

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    Michael Fairbanks's questions to ORMAT TECHNOLOGIES (ORA) leadership

    Michael Fairbanks's questions to ORMAT TECHNOLOGIES (ORA) leadership • Q1 2025

    Question

    Michael Fairbanks, on behalf of Mark Strouse, asked about any policy or regulatory developments that could accelerate greenfield geothermal projects in the U.S. and requested an updated outlook on full-year gross margins for the storage and electricity segments.

    Answer

    Executive Doron Blachar highlighted a recent executive order concerning permitting on BLM land that could dramatically shorten project timelines from years to weeks, which Ormat is actively pursuing. He also updated margin guidance, noting the Storage segment is trending toward the high end of 20%, the Product segment is raised to 19-21%, and the Electricity segment is expected to be a few points lower than last year.

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    Michael Fairbanks's questions to Shoals Technologies Group (SHLS) leadership

    Michael Fairbanks's questions to Shoals Technologies Group (SHLS) leadership • Q1 2025

    Question

    Michael Fairbanks of J.P. Morgan Chase & Co. inquired about shifts in the competitive landscape due to tariff uncertainty and requested more details on recent wins in the Battery Energy Storage Solutions (BESS) product line.

    Answer

    CEO Brandon Moss responded that while customer inquiries have increased, conversations are primarily centered on Shoals' quality, service, and new product capabilities rather than just tariffs. Regarding BESS, he highlighted the large market opportunity and noted the company is securing wins across its three primary channels: traditional solar EPCs, partnerships with prefabricated storage providers, and direct sales to industrial clients like data centers.

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