Vestas Wind Systems: Schätzungen für 2024 gekürzt, Trumps Sieg wirft eine große Wolke auf grüne Politik from

Vestas Wind Systems: 2024 Estimates Cut, Trump Win Casts Pall Over Green Policy

Plummeting Estimates

Shares of Vestas Wind Systems (Copenhagen: VWS), the world’s largest wind turbine maker, have fallen sharply since the U.S. elections. On Friday, the stock reached a new 52-week low, dropping 6.4% and closing at $36.38. The decline comes after Vestas cut its financial guidance for 2024, citing uncertainty in the global wind market.

In a statement, Vestas said it now expects revenue to be between €13 billion and €14 billion in 2024, down from its previous guidance of €14 billion to €15 billion. The company also said it expects its earnings before interest and taxes (EBIT) margin to be between 7% and 9%, down from its previous guidance of 9% to 11%.

Trump's Impact

The election of Donald Trump as U.S. president has cast a pall over the future of green energy policy. Trump has repeatedly said that he believes climate change is a hoax and has promised to roll back environmental regulations. This has raised concerns that the U.S., the world’s second-largest wind market, could become less attractive for wind energy investment.

Vestas is not the only wind energy company that has been affected by Trump’s election. Shares of other wind energy companies, such as NextEra Energy (NYSE: NEE) and General Electric (NYSE: GE), have also fallen sharply since the election.

What's Next?

It is still too early to say what the long-term impact of Trump’s election will be on the wind energy industry. However, it is clear that the industry is facing some headwinds in the short term.

Vestas is taking steps to address the challenges it faces. The company is investing in new products and technologies, and it is also expanding into new markets. However, it is still unclear whether these measures will be enough to offset the impact of Trump’s policies.

Conclusion

The wind energy industry is facing some challenges, but it is still a promising sector. The global demand for wind energy is growing, and there is a lot of potential for growth in emerging markets. However, the industry is facing some headwinds in the short term, including the uncertainty surrounding Trump’s environmental policies. It remains to be seen how these challenges will impact the industry in the long term.