『Prysmian soars on BofA upgrade, Orsted in turmoil - Sep 10, 2025』のカバーアート

Prysmian soars on BofA upgrade, Orsted in turmoil - Sep 10, 2025

Prysmian soars on BofA upgrade, Orsted in turmoil - Sep 10, 2025

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 As of September 10, today’s news features Bank of America’s upgrade of Prysmian’s target price, market dynamics in energy and commodities, and broader geopolitical scenarios. Bank of America has raised Prysmian’s target price from 77 euros to 91 euros, confirming a “buy” rating. Analysts see “significant positive impacts” on the group’s margins from the introduction of U.S. tariffs on aluminum and copper. Meanwhile, Equinor believes in offshore wind farm developer Orsted's core business but is not at a stage where the two will merge their renewables businesses, the Norwegian group's board chair said today. Oil group Equinor holds a 10% stake in Orsted and has said it will take part in the Danish group's emergency rights issue designed to fund U.S. projects thrown into uncertainty by President Donald Trump's opposition to wind farms. In market updates, the ongoing shifts in U.S. energy policy are raising concerns about future decarbonization rates. A report from the Rhodium Group indicates that the rollback of climate regulations and promotion of fossil fuels under Donald Trump's administration could significantly slow the pace of U.S. decarbonization, potentially halving the annual emissions reduction rate over the next 15 years compared to previous estimates. In broader industry news, NKT is bolstering its capabilities with a new facility dedicated to testing high-voltage power cables in Karlskrona, Sweden, enhancing its position in the power cable sector. Furthermore, GEK Terna's strong performance in Greece highlights a significant year-on-year growth of 84% in its first-half adjusted EBITDA, reflecting a boom in construction and concession activities. Meanwhile, copper prices remained stable as market participants await key economic data from China and the U.S. that could influence future pricing. Analysts are focusing on the upcoming loans data from China and U.S. inflation figures, which may affect interest rate expectations. On the global stage, Europe is shifting its clean electricity generation dynamics as wind power is expected to rise as the primary source of renewable energy, following a summer peak in solar generation. This transition is critical given recent underperformance in wind generation due to prolonged calm periods. In geopolitical developments, Poland has taken defensive actions by downing drones in its airspace, marking a significant and unprecedented military engagement in the context of the ongoing Ukraine conflict, drawing NATO's attention and response. Finally, France's new prime minister, Sebastien Lecornu, pledged to find creative ways to work with rivals to pass a debt-slimming budget while also promising new policy directions, after taking office on a day of sprawling anti-government protests.
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