Canadian Solar Infrastructure Fund, Inc.
Notice on the August 2026 monthly power generation at solar plants and the impact of output control on the fund’s operating assets
In August 2026, the solar power generation performance was strong at 106.37% of the full-year forecast. Output control was not implemented as of August, with some individual plants underperforming vs. forecast. Rent-related impact is expected to be small, with cumulative lost variable rent income of 0.00%.
Key Figures
- Power generation performance (Total): 30,957,620 kWh
- Forecasted power generation: 29,102,705 kWh
- Total actual power generation by plant: 60,678,214 kWh (Total)
- Actual lost variable rent income due to output control: 0 thousand yen
- Cumulative lost generation ratio: 0.00% (this period)
AI要約
Background and key points
This notice discloses the August 2026 solar power generation results and the status of output control by the general transmission and distribution operator. Overall power generation exceeded the forecast, with the portfolio-wide generation at 106.37%. Output control was not implemented during the month, though some individual plants underperformed versus forecast. The impact on rent income is considered limited.
Impact on investors and outlook
The favorable weather likely led to higher monthly generation, and rent stability is expected to be maintained. It is important to monitor the status of output control and the forecast vs. actuals for each plant to understand future rent income (fixed rent + performance-linked rent). Impacts from system outages due to heavy rainfall in Chiba Prefecture, or damage/theft at certain plants are mentioned on a case-by-case basis, and operational stability could become a challenge.
Canadian Solar Infrastructure Fund, Inc.
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