Brookfield Renewable held its Q2 2026 results call with CEO Connor Teskey, CIO Jehangir Vevaina, and CFO Patrick Taylor; TD Securities and Barclays attended.
FFO rose to $421 million, up 13% year-over-year; 1.3 GW was commissioned; and 2.6 GW of PPAs were signed from the advanced development pipeline.
$5 billion was deployed or committed to growth, including the $3 billion Aypa acquisition; capital recycling sales agreed or closed were about $2.2 billion.
Aypa adds about 3 GW contracted operating and under-construction storage; doubles battery capacity to about 6 GW; and expands the development pipeline to over 80 GW.
Management flagged DOE support of up to $17.5 billion for long-lead equipment for up to 10 AP1000 reactors; it is engaged with seven utilities on orders.
BEPC•
