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Stock impact report

Brookfield Renewable Q4 Earnings Call Highlights [Yahoo! Finance]

Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC) 
Company Research Source: Yahoo! Finance
8 GW online and signed 9 GW of contracts, and raised the annual distribution 5% to $1.468 per unit Market shift and growth target: Management framed a structural move from “energy transition” to “energy addition” driven by electrification and AI/datacenter demand, and expects to reach a run rate of roughly 10 GW of new capacity per year by 2027 while prioritizing solar/onshore wind for speed, hydro/nuclear for baseload, gas for flexibility and batteries for reliability. Storage, M&A and contracted revenue growth: The Neoen acquisition and other deals position Brookfield to roughly quadruple battery capacity to 10 GW over three years, while securing long-term contracts including three 20-year PPAs with hyperscalers and a framework with Google for up to 3 GW of U.S. hydro; the Westinghouse investment supports nuclear reactor development and long-term fuel/maintenance cash flows. Interested in Brookfield Renewable Corporation? Here are five stocks we like better. Brookfield Rene Show less Read more
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