Trump Can't Stop It! The 10-Year Super Boom for Solar and Wind Renewable Energy Has Begun. Top Pick is 'This Stock' (Stock Price Surge) Eugene Investment & Securities Director Han Byung-hwa

Summary

Director Han Byung-hwa argues that solar and wind renewable energy are in a decade-long structural super-cycle driven by energy security and new-build dominance. Despite Trump's anti-renewable rhetoric, US and global installations are booming. He sees Korean renewable stocks as deeply undervalued compared to global peers and names CS Wind and Hanwha Solutions as top picks, with HD Hyundai Energy Solutions also benefiting from aggressive Korean renewable targets and local-content policies.

• Middle East conflict and Russia-Ukraine war heightened energy security concerns, making renewables a national priority worldwide.
• Solar and wind represent 80-90% of new global power capacity; renewables are now the mainstream source of electricity, not an alternative.
• Trump regularly attacks renewables but cannot stop the structural trend, and global renewable ETFs have risen over 50% in the past year.
• Korean renewable companies like CS Wind and Hanwha Solutions trade at severe valuation discounts relative to global competitors despite strong fundamentals.
• Korea announced a 100GW renewable target by 2030 with annual solar installations tripling to over 10GW, supported by domestic content policies of 70-80%.
• CS Wind is the world's largest wind tower maker, valued at half of peers; Hanwha Solutions is Korea's top solar manufacturer with US market advantages.
• China's overcapacity forces the US and Europe to partner with Korean manufacturers, creating a long-term opportunity for the Korean renewable supply chain.
• Government-backed future growth funds will direct capital into large-scale solar and wind projects, providing additional demand stability.