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    Michael Fairbanks • J.P. Morgan Chase & Co.

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

    Michael Fairbanks's questions to Bloom Energy Corp (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 Inc (ORA) leadership

    Michael Fairbanks's questions to Ormat Technologies Inc (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 Inc (SHLS) leadership

    Michael Fairbanks's questions to Shoals Technologies Group Inc (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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