Wind Energy : A deep-dive into the wind sector The wind is changing, is your portfolio keeping pace?
In a new note focusing on Wind Energy, we aim to provide a broad insight into the value chain, the risks associated with it and the positioning of the companies in the sector.
The current market environment presents both opportunities and challenges for wind energy companies.
The sector has faced multiple headwinds in the past, such as inflation, rising interest rates and supply chain issues, which resulted in a substantial decline in the stock prices of wind companies. However, there's a lot of upside potential driven by the growth in the sector. This is mainly caused by the Net Zero Energy...