Prices of the electricity we use to charge

[saneagle]

The wind has dropped out of the wind farms according to this guy. He makes a good case. Is he right?
Wind Farms Financial Collapse Don't Tell Ed Miliband

 

[Woosh]

The wind has dropped out of the wind farms according to this guy. He makes a good case. Is he right?
Wind Farms Financial Collapse Don't Tell Ed Miliband

Are you talking about the windrise project off the coast of New York?
All the capex heavy projects are subjected to interest rates. Low interest rates lower the cost of financing, shares go up.

 

[matthewslack]

Probably needs a deeper look by someone not wedded to loving CO2. Most of those graphs show rapid growth, a spike associated with the Ukraine war, an antispike associated with Trump's drill, baby, drill policy. Current price levels are not too dissimilar to the situation before the Ukraine spike.

The spike and volatility in share prices probably has as much to do with stock market gambling than the fundamentals of renewable energy.

Wind will always be there, the economics of capturing it vary according to governments' policies. If carbon was priced to include what are currently external costs, the picture would change dramatically.

 

[Ghost1951]

The wind has dropped out of the wind farms according to this guy. He makes a good case. Is he right?
Wind Farms Financial Collapse Don't Tell Ed Miliband

Orestead stock price decline is mostly down to Trump:



Google search: "Why has Orestead stock price fallen?"

AI Overview

Orsted's stock price has fallen significantly due to a combination of factors including: major delays and cost overruns in US offshore wind projects, political uncertainty around renewable energy policies, particularly with the return of Donald Trump to the presidency, supply chain disruptions, rising interest rates, and recent impairments related to its US seabed leases; leading to concerns about the company's profitability and future growth potential in a key market like the US.

Key points about the decline:
US market challenges:

Orsted has faced significant setbacks in the US market, including project delays, higher costs, and regulatory hurdles, which have impacted its financial performance.

Political headwinds:
The election of Donald Trump, who is known to be skeptical of renewable energy, has created uncertainty about future policy support for offshore wind in the US, further impacting investor confidence.

Impairment charges:
The company recently announced significant impairment charges related to its US seabed leases, further contributing to the stock price decline.

Industry-wide challenges:
The broader offshore wind industry is also facing challenges like rising material costs and supply chain bottlenecks, which affect Orsted as well.

 

[Ghost1951]

I thought this article was interesting:

https://www.theguardian.com/us-news/ng-interactive/2025/feb/08/elon-musk-politics-doge