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New Fortress Energy LLC / Equity Bottom-Up

<ul><li>NextEra Energy Partners, LP reported first quarter 2025 results that delivered core earnings consistent with prior quarters and management expectations.</li><li>Core earnings demonstrated stability with figures around $110 million to $177 million in recent quarters, and the outlook anticipates acceleration in the second half of 2025 driven by new asset contributions, particularly from Brazil.</li><li>The reported adjusted EBITDA for the quarter was approximately $82 million, slightly below initial forecasts due to the absence of one-time gains present in previous periods.</li></ul>

NextEra Energy Partners, LP reported first quarter 2025 results that delivered core earnings consistent with prior quarters and management expectations.Core earnings demonstrated stability with figures around $110 million to $177 million in recent quarters, and the outlook anticipates acceleration in the second half of 2025 driven by new asset contributions, particularly from Brazil.The reported adjusted EBITDA for the quarter was approximately $82 million, slightly below initial forecasts due to the absence of one-time gains present in previous periods.

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<div data-attrs='{"url":"https://triplesinvesting.substack.com/subscribe?","text":"Subscribe","language":"en"}' data-component-name="SubscribeWidgetToDOM"><div><ul><li class="subscription-widget-subscribe">New Fortress Energy is a vertically integrated LNG and power developer that tried to sprint from “LNG trader” to “global gas infrastructure platform” in a few years by stacking big, capital‑intensive projects on top of each other.</li><li class="subscription-widget-subscribe">Needless to say, they bit off more than they could chew and are about to file for bankruptcy protection (sad day).</li><li class="subscription-widget-subscribe">The core of NFE’s business is taking U.S. or other cheap gas, liquefying or importing it, and selling into long‑term contracts in emerging markets where power systems are constrained and incumbents are weak.</li></ul></div></div>

New Fortress Energy is a vertically integrated LNG and power developer that tried to sprint from “LNG trader” to “global gas infrastructure platform” in a few years by stacking big, capital‑intensive projects on top of each other.Needless to say, they bit off more than they could chew and are about to file for bankruptcy protection (sad day).The core of NFE’s business is taking U.S. or other cheap gas, liquefying or importing it, and selling into long‑term contracts in emerging markets where power systems are constrained and incumbents are weak.

<ul><li>New Fortress Energy (NFE) reported its first quarter 2025 financial results, maintaining a strong focus on core earnings and asset optimization.</li><li>The company's performance was characterized by consistent core earnings in line with expectations, reporting $110 million, $177 million, $109 million, and $116 million over the past few quarters.</li><li>Despite the absence of notable one-off gains this quarter, NFE remains optimistic about achieving its EBITDA target of $1.25 billion to $1.5 billion for the year, driven by strategic asset sales and increasing contributions from new projects in Brazil.</li></ul>

New Fortress Energy (NFE) reported its first quarter 2025 financial results, maintaining a strong focus on core earnings and asset optimization.The company's performance was characterized by consistent core earnings in line with expectations, reporting $110 million, $177 million, $109 million, and $116 million over the past few quarters.Despite the absence of notable one-off gains this quarter, NFE remains optimistic about achieving its EBITDA target of $1.25 billion to $1.5 billion for the year, driven by strategic asset sales and increasing contributions from new projects in Brazil.

New Fortress Energy Is Expanding in Brazil — But Can CELBA & PortoCem Turn Take-or-Pay Contracts Into Durable Earnings Visibility?

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<ul><li>Job gains moderated in August, with 315,000 jobs added, more in line with the slower job gains from earlier this spring.</li><li>July's blockbuster job gains seemed like a positive fluke at the time of announcement, however, the July jobs report gains have held up to revisions, which were revised down only 2,000 jobs in the August report.</li><li>Job gains in August were broad based but were led by gains in the Financial &amp; Business Services and Education and Health Services sectors which each added 68,000 jobs during the month.</li></ul>

Job gains moderated in August, with 315,000 jobs added, more in line with the slower job gains from earlier this spring.July's blockbuster job gains seemed like a positive fluke at the time of announcement, however, the July jobs report gains have held up to revisions, which were revised down only 2,000 jobs in the August report.Job gains in August were broad based but were led by gains in the Financial &amp; Business Services and Education and Health Services sectors which each added 68,000 jobs during the month.

<ul><li>New Fortress Energy, a company involved in the development and operationalization of liquefied natural gas (LNG) projects, reported its third-quarter 2024 earnings.</li><li>Overall, New Fortress Energy achieved an adjusted EBITDA of $176 million, aligning with prior forecasts.</li><li>Operational highlights include the progress of the Fast LNG (FLNG) unit, which met and exceeded nameplate capacity in trials.</li></ul>

New Fortress Energy, a company involved in the development and operationalization of liquefied natural gas (LNG) projects, reported its third-quarter 2024 earnings.Overall, New Fortress Energy achieved an adjusted EBITDA of $176 million, aligning with prior forecasts.Operational highlights include the progress of the Fast LNG (FLNG) unit, which met and exceeded nameplate capacity in trials.

New Fortress Energy: Expansion in Puerto Rico Energy Sector As A Vital Factor Driving Growth! - Major Drivers

United States

New Fortress Energy LLC operates as an an integrated gas-to-power company. The Company develops, finances, and constructs energy infrastructure assets. New Fortress Energy serves customers in the United States.

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New Fortress Energy LLC (NFE US)

New Fortress Energy’s $1.055 Billion Jamaica Sale — Can Deleveraging Reset The Story?

NextEra Energy Partners, LP reported first quarter 2025 results that delivered core earnings consistent with prior quarters and management...

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