Canadian Solar Infrastructure Fund, Inc.
Notice Regarding Monthly Power Generation Results and Impact of Output Curtailment on the Fund’s Investment Assets (September 2026)
Total power generation for September 2026 was 18,059,867 kWh. Generation underperformed expectations overall, with some plants generating less than 70% of forecasted output. Lost variable rent income due to output curtailment amounted to 7,360 thousand yen for September, with cumulative lost variable rent income of 7,361 thousand yen (0.16%).
Key Figures
- Power Generation Results (Total): 18,059,867 kWh
- Forecasted Power Generation (Total): 24,015,000 kWh
- Difference: -5,955,133 kWh
- Lost Variable Rent Income (September): 7,360 thousand yen
- Cumulative Lost Variable Rent Income: 7,361 thousand yen (0.16%)
AI要約
Overview
The fund's investment assets recorded lower-than-expected power generation in September 2026 due to reduced solar irradiance caused by rainfall and typhoon conditions. September actual generation totaled 18,059,867 kWh, while the monthly forecasted generation was 24,015,000 kWh. Overall, there was a deviation of approximately -5,955,133 kWh versus forecasts, and 13 individual plants recorded generation below 70% of their forecasted output.
Financial Impact and Outlook
The impact of output curtailment resulted in effective losses against fixed-rent-based rental income. Lost variable rent income for September amounted to 7,360 thousand yen, with a cumulative total of 7,361 thousand yen (0.16%) for the term. The rent structure mainly consists of contracts where 70% of the basic rent is paid as rent, providing partial protection even when generation falls below forecasts. The fund will continue to disclose the impact of output curtailment as necessary.
Canadian Solar Infrastructure Fund, Inc.
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