Orsted改變政策並設定更保守的路線

報告概要

預期orsted將暫停盤點並回歸基礎，以重建其信譽。其最新的資本市場更新表明它確實做到了這一點。orsted 將2030 年的成長預期下調了25-30%，降低了投資組合風險並暫停派息離岸風電仍然是該策略??的核心。到2030年，其規模仍將比現在大得多。但增長雄心確實沒有達到曾經希望的驚人速度。資本配置也有更大的靈活性空間如果市場條件發生變化。

目錄

• 發生了什麼變化？
• 這對 orsted 意味著什麼？
  • 削減生產能力預測
  • 財務的影響呢？
  • 這會讓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