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美政府叫停风电项目,风电巨头Orsted股价暴跌
Hua Er Jie Jian Wen· 2025-08-25 09:51
Orsted股价周一开盘后迅速下挫,跌幅一度达到约17%。此前,美国海洋能源管理局于上周五晚间针对其位于罗德岛州附近的"革命风电项目"发布 了停工令。 据Orsted透露,该项目已完成80%的建设,65台风力涡轮机中已有45台完成安装。该公司表示将遵守美方命令,并正在研究解决方案以推动项目复 工。 美国政府的一项意外决定,导致丹麦风电巨头Orsted一个接近完工的海上风电项目被迫停工,不仅引发其股价跌至历史新低,也使其关键的融资 计划面临严峻考验。 公司表示,在遵守停工令的同时,正积极评估各种选项,以解决问题并争取恢复施工。Pedersen认为,Orsted坚持原有融资规模的表态,表明公司 预计不会出现最坏的结果,"但这也并不能保证最终结局会如其所愿"。 风险提示及免责条款 Sydbank股权研究主管Jacob Pedersen在一份周一的报告中指出,停工令带来的潜在财务后果,已引发市场对Orsted能否顺利推进其融资计划的疑 虑。他表示,最好的情况是,"停工造成的财务后果将只是工程停滞带来的持续成本"。 然而,Pedersen补充称,最坏的情况是,"革命风电项目"将永远无法向美国供电。他警告: "届时,Or ...
X @Bloomberg
Bloomberg· 2025-08-25 06:18
Company Strategy - Orsted plans to proceed with share sales [1] - The company aims to manage a growing crisis [1] Project Impact - A Trump administration order halted construction of an almost-finished offshore wind project [1]
X @Bloomberg
Bloomberg· 2025-08-23 15:04
Industry Challenges - The offshore wind industry is facing turmoil [1] - The industry is grappling with attacks from the Trump administration [1] - Rising costs are impacting the offshore wind industry [1] - Competition from Chinese manufacturers is a challenge for the industry [1]
X @Bloomberg
Bloomberg· 2025-08-22 22:16
The Trump administration has halted work on an offshore wind farm being constructed off the coast of Rhode Island by Denmark’s Orsted A/S https://t.co/gKjBlEsVcg ...
X @Bloomberg
Bloomberg· 2025-08-19 20:55
Texas faces a crunch to meet energy demand, but Trump’s budget bill will hurt renewable power development like wind and solar — the state's fastest growing electricity source https://t.co/pyJD53KZIF ...
X @Bloomberg
Bloomberg· 2025-08-19 13:04
Energy Demand & Supply - Texas is facing a crunch to meet energy demand [1] - Renewable power, like wind and solar, is the state's fastest growing electricity source [1] Policy Impact - Trump's budget bill will hurt renewable power development in Texas [1]
X @Bloomberg
Bloomberg· 2025-08-14 19:22
Orsted was downgraded to the lowest tier of investment grade by S&P on increasing risks to its US offshore wind business as the Trump Administration moves to halt the sector’s development https://t.co/tOF3s7ddM0 ...
X @Bloomberg
Bloomberg· 2025-08-13 03:55
Industry Analysis - The wind power industry is facing challenges [1] - Orsted is presented as an example of the wind power industry's struggles [1]
X @The Economist
The Economist· 2025-07-26 19:40
“There are certain types of projects that really won’t move forward, in particular offshore wind.”This week on “Checks and Balance” @chowardchoward weighs up the impact of the “Big Beautiful Bill” on America’s energy sector https://t.co/etfE81rgEg ...
X @Bloomberg
Bloomberg· 2025-07-23 18:15
Company Performance - GE Vernova's growth is primarily hindered by its wind unit [1]