Grønne Aktier — Februar 2026
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11/2 L.A. Times "Get more electricity from coal, Trump tells Department of Defense" https://www.latimes.com/environment/story/2026-02-11/get-your-electricity-from-coal-trump-tells-department-of-defense Mind boggling...
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@doodha - enig, det er mest bluster/bravado. Tror heller ikke, der kommer til at køre en ankesag ved siden af selv sagen. Men Burgum siger, det han skal, som svar på et hurtigt ledende spørgsmål fra Bloomberg i sidste sekund i interviewet. Det er jo utænkeligt, at han skulle svare "No we will not appeal." Her er klippet uden paywall https://www.dailymotion.com/video/x9zqp8k
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Ørsted får hævet sin anbefaling til "køb" fra "hold" hos Kepler https://proinvestor.com/investornyt/1413498/orsted-far-haevet-sin-anbefaling-til-kob-fra-hold-hos-kepler
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NKT indgår aftale med KGHM om kobberforsyninger de kommende 10 år https://proinvestor.com/investornyt/1413550/nkt-indgar-aftale-med-kghm-om-kobberforsyninger-de-kommende-10-ar
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Rockwool får købsanbefaling og højere kursmål hos UBS https://proinvestor.com/investornyt/1413588/rockwool-far-kobsanbefaling-og-hojere-kursmal-hos-ubs
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19/2
CNN "Trump said wind power is for ‘stupid people.’ Here’s what European countries did 5 days later" https://edition.cnn.com/2026/02/19/climate/trump-wind-europe-clean-energy-independence?iid=cnn_buildContentRecirc_end_recirc&recs_exp=most-popular-article-end&tenant_id=popular.en -
DNB Carnegie ser stort potentiale i NKT og gentager købsanbefaling https://proinvestor.com/investornyt/1413685/dnb-carnegie-ser-stort-potentiale-i-nkt-og-gentager-kobsanbefaling
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Da Trump indførte told mod alle andre lande for et lille år siden, kan jeg huske, at Ørsted blev nævnt som ét af de danske firmaer som ville blive hårdt ramt, fordi deres to amerikanske projekter importerer deres vindmøller fra Europa: Siemens-Gamesa. Nu skal den ulovlige told så betales tilbage. Det bliver mange penge! Desuden bliver det enkelt at opgøre, hvad de to Ørsted-projekter skal have retur. Der er ikke en masse underleverandør-kæder.
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CNN 20/2 "The $134-billion question: Who will get a tariff refund?"
https://edition.cnn.com/2026/02/20/economy/the-usd130-billion-question-who-will-get-a-tariff-refund
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