Canadian Solar Infrastructure Fund, Inc.
Notice Regarding the Solar Power Plant Monthly Power Generation Results and the Impact of Output Control on the Investment Corporation’s Operational Assets (May 2026)
May power generation actuals were 89.22% of expectations, disclosing the monthly results for all plants and the impact of output control. It affected the fixed rent component linked to performance, with estimated cumulative lost rent income from May onward reaching 78, baba 809 thousand yen (17.07%). Output control was conducted predominantly in Kyushu and Kanto.
Key Figures
- 381,727 thousand yen: May actual lost variable rent income
- 778,809 thousand yen: Cumulative lost variable rent income due to output control for the period
- 7.90%: Share of the portfolio's total forecast generation that corresponds to the period's actual lost generation
AI要約
Overview
This IR report details the power generation performance of solar power plants in May 2026 and the impact of output control by general power transmission and distribution operators. While solar irradiation was favorable in May, the number of output-control instances was high mainly in the Kyushu region, resulting in total plant generated energy at 89.22% of the forecast. Differences between forecast and actuals are shown for each plant, with seven plants underperforming relative to expectations.
Financial and Impact Summary
Fixed rent received by this investment corporation is calculated based on a P50-based assumed generation, and the actual lost rent income due to output control amounts to 381,727 thousand yen, with cumulative for the period at 778,809 thousand yen (17.07% of the portfolio’s projected rent income). In plants where actual generation fell below 70% of the forecast, there are seven locations across Kyushu and Kanto. However, rent contracts are structured to maintain rent income through a combination of base rent and performance-linked rent.
Canadian Solar Infra Investment Corporation
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