Orsted改变政策并设定更保守的路线

报告概要

预期orsted将暂停盘点并回归基础，以重建其信誉。其最新的资本市场更新表明它确实做到了这一点。orsted 将2030 年的成长预期下调了25-30%，降低了投资组合风险并暂停派息离岸风电仍然是该策略??的核心。到2030年，其规模仍将比现在大得多。但增长雄心确实没有达到曾经希望的惊人速度。资本配置也有更大的灵活性空间如果市场条件发生变化。

目录

• 发生了什么变化？
• 这对 orsted 意味着什么？
  • 削减生产能力预测
  • 财务的影响呢？
  • 这会让orsted走向何方？

Report Summary:

We expected ørsted would pause to take stock and go back to basics to rebuild its credibility. Its latest capital markets update shows it has done exactly that. ørsted cut back its growth expectations to 2030 by 25-30%, lowered portfolio risk and suspended dividends. Offshore wind remains core to the strategy. It will still be substantially bigger in 2030 than it is now. But the growth ambition is, rightly, not at the break-neck speed it once hoped for. There's also more room for flexibility in capital allocation in the event of changing market conditions.

Table of contents

• What's changed?
• What does this mean for ørsted?
  • Cut-back capacity outlook
  • What's the financial impact?
  • Where does this leave ørsted?

Tables and charts

This report includes 3 images and tables including:

• ørsted's new targets and guidance for key metrics
• ørsted's gross capacity outlook to 2030
• Short-term cashflow improvement vs previous plan: 2024-2026