The acquisition of the capacity reserve contract is directly related to New Fortress Energy's core business and is expected to have a positive impact on its future revenue streams. The long-term nature of the contract (15 years) provides a clear visibility of future earnings, which is typically viewed favorably by investors. However, since the cash flows are expected to begin in 2026, the immediate impact on the stock might be moderate as investors may also consider the time value of money and the risks associated with the time until the project becomes cash flow positive.