4月3日 - ** 杰富瑞(Jefferies)分析师称,在唐纳德-特朗普(Donald Trump)总统执政的 2025 年,尽管预计电力需求在去年大幅增长,但美国海上风电行业的前景 仍将趋弱。
** 该行业将受到法律风险、关税和供应链担忧等因素的拖累--杰富瑞
** 数据中心需要全天候供电,并强调及时施工。不幸的是,海上风电既不低成本,也不快速。
** 海上风电项目的成本大大高于天然气、陆上可再生能源和核能等几乎所有其他竞争能源--经纪公司
** 杰富瑞补充说,它认为 Dominion Energy D.N 和 Eversource Energy ES.N 没有买入机会。
** 这两家公用事业公司的股票在早盘交易中小幅下跌
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