DOGEF News and Press, Orsted A/S From 07/20/22

Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...

RWE is a powerful example of a European utility in transition. Its global renewables business is growing all around the world. RWE had an excellent 2021, with outperformance on many metrics, in the top 15% of Standard & Poor’s 2021 corporate sustainability assessment in the...

Public Service Enterprise Group is the largest regulated electric and natural gas utility, providing services all across the state. The company is positioned to grow its earnings per share at a 5% to 7% rate over the next five years. The company is very aggressive in the deploymen...

Now that DPG is trading down and yields are going above 10% by a decent margin, one might want to consider it for its income and exposures. Oil and gas infrastructure, whether commodity exposed or not, are decent investments right now. While the utility exposure is scattershot, it...

The global pipeline for offshore wind almost doubled last year to 846GW; Ørsted is the world’s largest offshore wind developer. Due to the Russian invasion, Ørsted believes 30GW additional European offshore wind is possible by 2030 (60GW by 2035), but it will require ...

Vestas is experiencing short-term challenges with COVID, Russia and managing outdated offshore wind turbines. The markets are in a mess and Vestas share price has been going down for 12 months. The scale of wind projects under consideration is astonishing, especially big hydrogen ...

A list of companies covering some of the world's strongest economies in Scandinavia. Diversification can take place not only across sectors but also across geographies, with opportunities here across pharma, logistics, oil, heavy industry, telecom, 5G, insurance, vehicles, conglomerat...

XOM’s Q1 2022 was all about expansion of production and building up cash reserves in these uncertain times. Not a word about exit from fossil fuels. BP’s Q1 2022 was all about transition, but BP will still be predominantly an oil & gas company in 2030 and beyond. ...

Eversource Energy reported very solid Q1 results that showed the earnings per share growth that we have come to expect from this company. This EPS growth was probably caused by the company's rate base being significantly higher than it was in Q1 2021. The company intends to contin...

Ørsted A/S is a world leader in renewable wind power, with significant fundamental advantages for large-scale developments. The company's footprint and global scale is large. This gives the company some risk mitigation in an otherwise volatile market. This Danish company has reve...