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Cadiz and RIC Energy Sign MOU to Advance Solar / Hydrogen Development at Cadiz Ranch

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(Very Positive)
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Cadiz (NASDAQ: CDZI) and RIC Energy signed a Memorandum of Understanding to develop on-site solar generation at Cadiz Ranch and expand their green hydrogen collaboration. The MOU covers solar facilities to power Cadiz agricultural operations and a framework for hydrogen production, storage and delivery planning.

The companies plan to negotiate a power purchase agreement for new solar output and jointly assess electrical, transmission and other systems to integrate solar with future hydrogen facilities. They will also evaluate siting, permitting and constructing hydrogen transportation infrastructure, including pipelines, within Cadiz’s existing 220-mile Northern Pipeline corridor and other rights-of-way to serve regional markets.

The initiative is intended to support Cadiz’s Mojave Groundwater Bank and other regional water projects in San Bernardino County. According to Cadiz, the MOU follows a new U.S. Bureau of Land Management right-of-way grant for converting the Northern Pipeline to water conveyance and the formation of the San Bernardino Water and Power Authority to help finance and develop regional water and energy infrastructure.

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Positive

  • MOU adds on-site solar to Cadiz–RIC green hydrogen collaboration
  • Plan to negotiate PPA for new solar power at Cadiz Ranch
  • Framework to evaluate hydrogen transport using 220-mile Northern Pipeline corridor
  • BLM grants new right-of-way for converting Northern Pipeline to water use

Negative

  • None.

News Explained

The disclosed work is still at the planning stage: a definitive power-purchase agreement remains to be negotiated, hydrogen transport remains under feasibility evaluation, and Mojave Groundwater Bank construction is described as following completion of project financing.

News Market Reaction – CDZI

-0.60%
-0.60% Session close to close

In the Jul 22 session, CDZI declined 0.60%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

O'Hara David Mark was listed as purchasing 110865 shares during the analyzed period, and insider act...
Analysis

O'Hara David Mark was listed as purchasing 110865 shares during the analyzed period, and insider activity was net buying. That context offsets neither the MOU's nonbinding status nor the pending PPA.

Key Figures

Northern Pipeline length: 220 miles Cadiz land holdings: 45,000 acres Cadiz founding year: 1983 +2 more
5 metrics
Northern Pipeline length 220 miles Existing Cadiz Northern Pipeline corridor
Cadiz land holdings 45,000 acres Cadiz-owned land in California's Mojave Desert
Cadiz founding year 1983 Company history
RIC founding year 2005 Company history
RIC North America expansion 2010 Company history

Historical Context

5 past events · Latest: Jul 10 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 10 Pipeline right-of-way Positive +10.3% BLM approved Northern Pipeline right-of-way conversion and long-term water conveyance authorization.
Jul 02 Water supply MOU Positive +2.7% MOU established potential long-term groundwater purchase and Colorado River exchange framework.
Jun 22 Preferred dividend Positive +1.8% Q2 preferred dividend declared with payment scheduled for July 15, 2026.
May 26 Federal funding agreement Positive +7.9% Funding agreement supported technical and regulatory review of Mojave Groundwater Bank.
Mar 24 Preferred dividend Positive +5.6% Q1 preferred dividend declared with payment scheduled for April 15, 2026.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

All five selected historical events had positive 24-hour reactions, indicating consistent positive alignment in the available record.

Key Terms

memorandum of understanding, green hydrogen, power purchase agreement, right-of-way
4 terms
memorandum of understanding regulatory
"entered into a Memorandum of Understanding ("MOU") to develop on-site solar facilities"
A memorandum of understanding (MOU) is a formal agreement between two or more parties that outlines their shared intentions and plans to work together. It acts like a handshake in writing, clarifying each side’s roles and expectations before any official contract is signed. For investors, an MOU signals that parties are serious about collaboration, which can influence future business opportunities and potential growth.
green hydrogen technical
"expanding the companies' collaboration on green hydrogen development"
Green hydrogen is hydrogen made by splitting water with electricity that comes from renewable sources, producing little or no carbon emissions. Investors watch it because it can act like a rechargeable, low‑carbon fuel or energy carrier for industries and transport that are hard to electrify, creating long‑term demand for production plants, storage and transport infrastructure and making returns sensitive to technology costs, energy prices and policy support.
power purchase agreement financial
"negotiate a definitive power purchase agreement (PPA) for electricity generated"
A power purchase agreement (PPA) is a long-term contract in which a buyer agrees to purchase electricity from a generator at an agreed price and schedule, similar to a multi-year subscription for power or a long-term lease of an energy source. Investors care because PPAs provide predictable revenue and cash flow for the generator, reduce market-price exposure, and shift credit and performance risk to the buyer, all of which affect valuation, financing and perceived investment stability.
right-of-way regulatory
"approved a new right-of-way grant for Cadiz's 220-mile Northern Pipeline"
Right-of-way is a legal permission to use someone else’s land or a public corridor for a specific purpose—such as building a road, laying pipes or cables, or allowing vehicle or foot passage—without owning the land. Think of it like a reserved lane on a property map that lets a company operate infrastructure or access a site. For investors, right-of-way affects project costs, timelines, asset value and legal risk because losing or not securing it can halt construction, reduce revenue potential or create costly disputes.

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MOU expands companies' green hydrogen collaboration by adding on-site solar generation and advancing hydrogen infrastructure planning in California's Mojave Desert.

LOS ANGELES, July 22, 2026 /PRNewswire/ -- Cadiz, Inc. (NASDAQ: CDZI, CDZIP) ("Cadiz") and RIC Energy ("RIC") today announced they have entered into a Memorandum of Understanding ("MOU") to develop on-site solar facilities that will accelerate the transition of Cadiz's agricultural operations to clean, renewable energy while expanding the companies' collaboration on green hydrogen development. The MOU also establishes a framework to evaluate the feasibility of siting, permitting and constructing dedicated hydrogen transportation infrastructure—including hydrogen pipelines and other transport solutions—utilizing Cadiz's existing 220-mile Northern Pipeline corridor and other rights-of-way to support future delivery of hydrogen to regional markets and other off-site customers.

Cadiz, Inc. Clean Water Solutions Logo

The MOU announced today expands a strategic collaboration launched by the two companies in October 2024 to develop green hydrogen production at Cadiz Ranch by adding on-site solar generation as the first phase of an integrated renewable energy platform. Under the MOU, RIC will develop solar facilities to power Cadiz's agricultural operations while the companies continue advancing hydrogen production facilities and related infrastructure at Cadiz Ranch. Together, the solar and hydrogen projects are intended to provide reliable, cost-effective, low-carbon energy resources for Cadiz's agricultural operations, the Mojave Groundwater Bank and other regional water supply projects in San Bernardino County.

"Our partnership with RIC demonstrates how renewable energy and low-carbon fuels can power the next generation of water infrastructure," said Susan Kennedy, Chairman and Chief Executive Officer of Cadiz. "Last year we transitioned away from diesel and are advancing clean energy solutions for future operations. This MOU enables the next step—powering those operations with on-site solar generation while advancing green hydrogen as a future fuel source for the Mojave Groundwater Bank and other regional water infrastructure. Together, we're building an integrated clean energy platform that leverages the abundant solar, water and land resources at Cadiz Ranch."

"The opportunity extends well beyond a traditional solar and battery energy storage project," said Jonathan Rappe, CEO of RIC Energy North America. "Together we are designing an integrated renewable energy platform that can evolve alongside the hydrogen economy and support one of California's most important water infrastructure developments."

Under the MOU, the companies will negotiate a definitive power purchase agreement (PPA) for electricity generated by new on-site solar facilities while jointly planning infrastructure to support future hydrogen production, storage and delivery. The framework also provides for coordinated evaluation of electrical infrastructure, transmission facilities and other systems needed to integrate solar generation with future hydrogen production at Cadiz Ranch.

As part of this effort, the companies will evaluate the feasibility of siting, permitting and constructing dedicated hydrogen transportation infrastructure, including hydrogen pipelines and other transport solutions, within Cadiz's existing 220-mile Northern Pipeline corridor and other rights-of-way to support delivery of hydrogen to regional markets and other off-site customers. The infrastructure planning effort is intended to preserve practical, cost-effective pathways for future hydrogen transportation while supporting development of regional water and energy infrastructure projects throughout San Bernardino County.

The MOU follows two recent milestones that position the Company to commence construction of the Mojave Groundwater Bank upon completion of project financing. Earlier this month, the U.S. Bureau of Land Management approved a new right-of-way grant for Cadiz's 220-mile Northern Pipeline, allowing the Company to convert the pipeline from natural gas service to water conveyance. Earlier this year, San Bernardino County and Fenner Gap Mutual Water Company formed the San Bernardino Water and Power Authority to support the financing and development of regional water and energy infrastructure projects throughout San Bernardino County.

About Cadiz, Inc.

Cadiz, Inc. (NASDAQ: CDZI) is a water solutions and natural resources company developing long-term water supply, storage, conveyance and treatment solutions for communities, businesses, farmers and public agencies across the Southwest. Founded in 1983, Cadiz owns approximately 45,000 acres of land and 220 miles of pipeline assets in California's Mojave Desert. Its assets include Cadiz Ranch, the largest agricultural operation in San Bernardino County; the Mojave Groundwater Bank, one of the largest new water supply and groundwater storage projects in the Lower Colorado River Basin; and ATEC Water Systems, which provides specialized groundwater treatment technology throughout the western United States. For more information, visit https://www.cadizinc.com .

About RIC Energy

RIC Energy North America is a renewable energy developer committed to delivering sustainable projects that help communities meet their growing energy demands. Founded in Spain in 2005, RIC Energy expanded into North America in 2010 and has since successfully deployed gigawatts of distributed and utility-scale solar and energy storage, and green hydrogen projects. By harnessing our global expertise and local insights, we develop energy projects that drive economic growth while respecting communities and their surroundings, ensuring we are a responsible and valued neighbor. To learn more, visit www.ric.energy

Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "expect," "plan," "intend," "projected," "believe," "anticipated," "target," "will," "may," "could," "should," "would," and variations of such words and similar expressions.

These forward-looking statements include, without limitation, statements regarding the parties' plans to develop solar and hydrogen energy infrastructure at Cadiz Ranch, including definitive power purchase agreements and related transmission, storage and delivery infrastructure; the use of this infrastructure to support Cadiz's agricultural operations, the Mojave Groundwater Bank and other regional water infrastructure; and the expected benefits of these initiatives.

Although the Company believes that the expectations reflected in these forward-looking statements are reasonable as of the date made, there can be no assurance that such expectations will prove to be correct. Actual outcomes and results may differ materially due to a variety of factors, including, without limitation: the ability to negotiate and execute definitive agreements with RIC Energy and other project investors and partners; delays in construction schedules; delays or setbacks in obtaining any additional required permits and regulatory approvals; changes in applicable laws, regulations, or federal and state policies; the availability and terms of project financing; increases in project costs or adverse shifts in market conditions, including those related to tariffs, inflation, or supply chain disruptions; and broader political, environmental, or economic developments that may affect the Company's operations, assets, or financing strategy. Additional information regarding factors that may affect the Company's forward-looking statements can be found in the Company's filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and any subsequent filings under the Securities Act and Exchange Act. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise, except as required by law.

RIC Energy Group

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/cadiz-and-ric-energy-sign-mou-to-advance-solar--hydrogen-development-at-cadiz-ranch-302832468.html

SOURCE Cadiz, Inc.

FAQ

What did Cadiz (NASDAQ: CDZI) announce about its MOU with RIC Energy on July 22, 2026?

Cadiz announced an MOU with RIC Energy to develop on-site solar at Cadiz Ranch and advance green hydrogen planning. According to Cadiz, the agreement targets renewable power for agriculture and integrated hydrogen production, storage and transportation infrastructure in California’s Mojave Desert.

How will the Cadiz–RIC Energy MOU impact solar power development at Cadiz Ranch for CDZI?

The MOU calls for RIC Energy to develop on-site solar facilities to power Cadiz’s agricultural operations. According to Cadiz, the parties expect to negotiate a definitive power purchase agreement and design electrical and transmission systems to integrate solar with future hydrogen production at the site.

What role does the 220-mile Northern Pipeline play in Cadiz (CDZI) hydrogen plans?

Cadiz and RIC Energy will evaluate hydrogen transportation infrastructure within the existing 220-mile Northern Pipeline corridor and other rights-of-way. According to Cadiz, this planning aims to preserve practical, cost-effective pathways for future hydrogen delivery to regional markets and off-site customers.

How does the Cadiz and RIC Energy MOU relate to the Mojave Groundwater Bank project?

The solar and hydrogen projects are intended to supply low-carbon energy for the Mojave Groundwater Bank and other water projects. According to Cadiz, the integrated platform would support future water supply, storage and conveyance operations in San Bernardino County’s regional infrastructure network.

What recent regulatory milestone did Cadiz (CDZI) receive for its 220-mile Northern Pipeline?

Cadiz received a new right-of-way grant from the U.S. Bureau of Land Management for its 220-mile Northern Pipeline. According to Cadiz, this approval allows conversion of the line from natural gas service to water conveyance to support the Mojave Groundwater Bank.

What is the San Bernardino Water and Power Authority mentioned in Cadiz’s July 22, 2026 update?

San Bernardino County and Fenner Gap Mutual Water Company formed the San Bernardino Water and Power Authority earlier in the year. According to Cadiz, the authority will support financing and development of regional water and energy infrastructure projects throughout San Bernardino County.

Does the Cadiz–RIC Energy MOU immediately change revenue or costs for CDZI shareholders?

The announcement describes a memorandum of understanding and future plans, not immediate financial impacts. According to Cadiz, key next steps include negotiating a power purchase agreement and evaluating hydrogen infrastructure, with no specific revenue, cost figures or timelines disclosed in the update.