112610 Loading... : Bullish and Bearish Analyst Opinions
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02:23
Mar 22
Mar 22
Author notes CS Wind is the global #1 wind tower maker and that ITC/PTC reversal could refill order book, but also explicitly states 'wind is the weakest renewables subsector' and US offshore permitti
Author notes CS Wind is the global #1 wind tower maker and that ITC/PTC reversal could refill order book, but also explicitly states 'wind is the weakest renewables subsector' and US offshore permitting bottlenecks are structural, not just policy-dependent.
Risk: Policy reversal may not overcome structural permitting issues; weak sector dynamics.
About 112610 Analyst Coverage
Buzzberg tracks 112610 across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.