Clearway Energy, Inc. operates in the clean energy generation assets business in the United States. It operates through Flexible Generation and Renewables & Storage segments. The company's portfolio comprises approximately 12.9 GW of gross capacity in 27 states, including approximately 10.1 GW of wind, solar, and battery energy storage systems; and approximately 2.8 GW of dispatchable combustion-based power generation assets included in the Flexible Generation segment that provide critical grid reliability services. The company was formerly known as NRG Yield, Inc. and changed its name to Clearway Energy, Inc. in August 2018. Clearway Energy, Inc. was incorporated in 2012 and is based in Princeton, New Jersey. Clearway Energy, Inc. is a subsidiary of Clearway Energy Group LLC.
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T1 Energy Targets First-Quarter 2027 Production at Texas Solar Cell Plant
T1 Energy is advancing its U.S. solar supply chain strategy with its G2_Austin solar cell facility expected to begin first-cell production in the first quarter of 2027. The company produced 935 megawatts at G1_Dallas during the second quarter and expects full-year 2026 production toward the higher end of its previously disclosed 3.1 to 4.2 gigawatt range. T1 Energy also signed a 641 megawatt solar-module offtake agreement with Clearway Energy Group, using domestic cells from G2_Austin once operational. In July, the company acquired foundational TOPCon solar patents and related intellectual property from Evervolt for $135 million, and completed the acquisition of KORE Power, creating the T1 NRI brand to address battery energy-storage systems and data-center infrastructure.
Clearway Energy cuts 2026 CAFD guidance to $430M-$470M, reaffirms $2.70 per share target for 2027
Clearway Energy has lowered its full-year 2026 cash available for distribution guidance to a range of $430 million to $470 million, down from the prior $470 million to $510 million, while reaffirming its 2027 CAFD per share target of $2.70 or better. CEO Craig Cornelius attributed the revision to transitory weather patterns and lower-than-typical wind resource in the first half of the year, with the low end of the new range assuming persistent ENSO conditions through the second half. The company reported second-quarter adjusted EBITDA of $409 million and CAFD of $167 million, bringing year-to-date figures to $666 million and $237 million respectively. Management emphasized that the underlying earnings power of the operating fleet remains intact and highlighted progress on long-term power purchase agreements across more than 600 megawatts of its ERCOT wind fleet, extending contracted tenors beyond 2040. Clearway also detailed a multi-year capital deployment plan of $3 billion from 2026 through 2029, supported by retained cash flows, corporate debt, and external equity, with repowering investments expected to yield 11% to 12% CAFD returns.
Natural Gas Is the Next AI Bottleneck, Says Chronometer Partners CIO
Chronometer Partners Chief Investment Officer Matthew Smith argues that surging power demand from artificial intelligence will turn natural gas into the most important fuel in the United States, creating a looming supply crunch and investment opportunity. Smith projects U.S. natural gas exports will climb from 15 billion cubic feet per day to 35 billion cubic feet per day by the end of 2030, while a daily deficit of 5 billion cubic feet could emerge before AI demand fully hits. He recommends natural gas producers Expand Energy and Range Resources for their ability to quickly ramp production, as well as nuclear stock Cameco and solar names XPLR Infrastructure and Clearway Energy as beneficiaries of the broader energy squeeze. Natural gas currently accounts for over 40% of U.S. power generation, and Smith sees structural tightness materializing by 2027 to 2028.
Clearway Energy to Report Second Quarter 2026 Results on August 5
Clearway Energy plans to report its second quarter 2026 financial results on Wednesday, August 5, 2026. Management will present the results during a conference call and webcast at 5:00 p.m. Eastern. A live webcast including presentation materials can be accessed through the company's website under the Investor Relations section, and an archive will be available afterward.
Zacks Adds ATN International, Clearway Energy, Royal Gold to Strong Sell List
Zacks Investment Research added three stocks to its Zacks Rank #5 (Strong Sell) list on July 13th. ATN International saw its current-year earnings consensus estimate revised 18.9% downward over the last 60 days. Clearway Energy's estimate was revised 112.2% downward, and Royal Gold's estimate was revised 13.5% downward over the same period.
Clearway Energy expands renewable and storage portfolio to drive future growth
Clearway Energy is leveraging its large portfolio of renewable energy and battery storage assets to generate stable cash flows under long-term contracts. The company owns approximately 13.6 gigawatts of gross generating capacity across 27 U.S. states, including about 10.8 gigawatts of wind, solar and battery energy storage capacity. On May 1, 2026, it completed the 320-megawatt Honeycomb battery energy storage portfolio in Utah, and recently finished the Cardinal acquisition to further strengthen its renewable energy portfolio. Clearway Energy aims to invest about $3 billion between 2026 and 2029 to support infrastructure development and modernization. The company has signed 1.17 gigawatts of power purchase agreements with Google, expanding their partnership to 1.24 gigawatts, and is developing integrated power campuses for hyperscale customers to support long-term revenue growth.
Three High-Yield Energy Dividend Stocks to Buy With $1,000 Right Now
The Motley Fool highlights three high-yield dividend stocks in the energy sector for investors with $1,000 to deploy. Brookfield Infrastructure yields 4.5% and has raised its dividend for 17 straight years, supported by over $9.1 billion in capital projects. Clearway Energy also yields more than 4.5% and plans to invest over $3 billion in new clean energy projects, targeting 7% to 8%+ annual cash flow per share growth through 2030. Enterprise Products Partners offers a distribution yield above 6%, covered 1.8 times by cash flow, and has increased its payout for 27 consecutive years. All three companies generate stable cash flows from long-term contracts or regulated assets, positioning them for continued dividend growth.