Woudloper schreef op 21 mei 2025 10:20:
De toestemming voor Empire Wind lijkt iets eenmaligs en is geen nieuwe beleid voor wind energie helaas, zie bijgaand artikel, mogelijk de reden voor de lichte daling vandaag:
www.marketwatch.com/articles/trump-of...The Trump administration said late on Monday that a major New York offshore wind project can move ahead, a month after the administration inexplicably stopped it.
The White House implied that it had made a side deal with New York Gov. Kathy Hochul to allow a natural gas pipeline into the state in return for the wind farm being built. But Trump’s pipeline project remains a long shot, and Hochul’s office says she made no deal with the president to approve it.
“No deal on any natural gas pipeline was reached,” a Hochul spokesman told Barron’s.
For now, there is no clarity for either the offshore wind industry or for the companies that want to build pipelines into the Northeast. In fact, the episode is looking more like an expensive waste of time than a shift in the fortunes of players in the energy industry.
The “winner” of the saga is ostensibly Equinor
EQNR +0.86%, the Norwegian energy company building Empire Wind, the offshore wind farm that will sit 15 miles southeast of Long Island and power about 500,000 homes in the state. But Equinor is also a loser because its project was delayed for a month, at a cost of about $50 million a week. Equinor had already started construction and rented vessels, which racked up costly fees as they sat idly by.
On Tuesday, the stocks of Equinor, Iberdrola
IBE +0.25%, and Dominion Energy D +3.20% , which are building offshore wind farms on the East Coast, rose 2.3%, 3%, and 3.2% respectively.
But investors were looking at the Empire Wind reversal as a one-off situation. “It is by no means an all-clear” for offshore wind, said Shawn Kravetz, president and chief investment officer of Esplanade Capital, which invests in renewable energy. Empire Wind and the other projects remain under review by the Department of the Interior even though the stop-work order was lifted. They could be challenged again.