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The usa offshore wind project is hindered, with industry experts predicting that the usa will complete less than half of its emissions reduction target by 2030.
① The global offshore wind power projects are likely to fail to achieve the previously ambitious goals due to soaring costs, project delays, and insufficient supply chain investment; ② The International Renewable Energy Institutions estimate that the global installed capacity of offshore wind power will fall short of the target by one-third, while other institutions believe that the usa will not be able to achieve half of its emission reduction targets by 2030.
The last time electric power stocks in the United States were so crazy was also during the technology frenzy.
Similar to today, in the 1990s, the expected returns of independent electrical utilities stocks were much higher than regulated utility company stocks. At that time, independent electrical utilities were constructing power plants on a large scale, resulting in eventual overcapacity. However, now it seems that electrical demand will inevitably increase, so they should not face similar issues.
Prominent Wall Street short sellers: Investors should focus on defensive stocks earnings and wait for clearer employment data.
Morgan Stanley maintains a neutral stance on defensive stocks related to cyclical sectors in the economy, waiting for 'clearer' employment data. The bank believes employment data is a key driving factor for the year-end stock market.
Centrais Elétricas Brasileiras S.A. - Eletrobrás Reports Q2 Results
Express News | Zhengtai New Energy: Signed a 700MW framework cooperation agreement with Brazilian power producer Atlas.
Schroder Investments: Energy transition stocks are expected to benefit from AI growth
Although electrical equipment, renewable energy equipment, and traditional and renewable energy power generation also have impressive future profit growth, the difference in valuation highlights that energy transition stocks are expected to benefit from artificial intelligence growth.
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