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Jul 21
Jul 21
Solar yieldco benefits from rising power prices
As natural gas sets the marginal price of power, rising gas prices will drive electricity prices higher. Solar assets, especially utility-scale yieldcos, will experience a windfall because they sell power at market prices with no incremental capital cost. XPLR (formerly NextEra Yield Co) will see material margin expansion in the late 2020s and early 2030s as it marks PPAs to market at higher values.
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About XPLR Analyst Coverage
Buzzberg tracks XPLR across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Matt Smith.