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Even opponents can be a boost! Trump may still ultimately be Bullish for clean Energy?
① For a long time, Trump has had a contentious relationship with the NENGYUANHANGYE in the USA; ② however, some industry insiders indicate that Trump's ascendance may not only bring Bearish impacts for the clean energy sector...
Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.
① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.
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