DOGEF News and Press, Orsted A/S From 04/28/23

2023-04-28 10:00:00 ET Summary Geothermal energy is a low-carbon source that can provide reliable baseload. Between the political opposition to nuclear power and the intermittency of wind and solar, geothermal may emerge as more important. There aren't that many investment cho...

2023-04-09 06:45:45 ET Summary Equinor can be bought at substantial valuation discount relative to other European majors. The warm winter, windfall taxes and the company's long-term ambition to become a renewables utility may all be understandable concerns. However, in the med...

2023-03-15 21:20:11 ET Summary With major European, US, and Asian focus on wind power (especially offshore), the problems that have recently plagued the industry are being addressed. Orsted is the world’s largest offshore wind project developer and it is well-positioned to ...

Summary There is an ongoing dilemma in the international shipping community: which renewable fuel solution holds the key to the industry’s green future? Focus has centered on fuels that can be produced using renewable electricity, known as e-fuels. E-fuels include ammonia, me...

Summary The Danish wind energy producer Ørsted saw a price uptick after it released its 2022 financials recently. It reported the highest EBITDA levels ever. While 2022 was particularly good for energy producers, its guidance stays strong too. And despite increased debt, its balanc...

Summary ICLN is a thematic ETF tracking the S&P Global Clean Energy Index. Despite poor returns to start off 2023, ICLN may offer a short-term opportunity for investors thanks to its longer-term Momentum. While ICLN offers strong short-term potential, the political risks, choppy...

The following slide deck was published by Ørsted A/S in conjunction with their 2022 Q4 earnings call. For further details see: Ørsted A/S 2022 Q4 - Results - Earnings Call Presentation

Orsted A/S (DNNGY) Q4 2022 Earnings Conference Call February 01, 2023, 08:00 AM ET Company Participants Mads Nipper - Group President and CEO Daniel Lerup - CFO Conference Call Participants Kristian Johansen - SEB Deepa Venkateswaran - Bernstein Alberto...

Summary Vestas has a laser-like focus on growing its business and, while it has recently upgraded the size of its key offshore turbine, its major focus is on growing its portfolio. There are many other companies entering a major expansion of the wind industry (especially offshore). ...

Summary The Inflation Reduction Act, funding many cleaner energy mix options, comes with mixed blessings as an investor. Old energy sources don't die, they just get added to, as said by an oil major economist. Minerals' requirements are large in the new energy era. U.S. LNG has tail...