The Eurasian Century

The Eurasian Century

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The Eurasian Century
Turning Winds (part 1)
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Cyclical Value Investing

Turning Winds (part 1)

The Crisis of the Wind Industry And Potential Opportunities

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Cyclical Value Investing
Nov 25, 2023
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The Eurasian Century
The Eurasian Century
Turning Winds (part 1)
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Economic Clouds On Renewables

In the last few months, the wind power industry, and renewables in general, have suffered greatly.

This started with a Warning by Siemens Energy that their largest wind turbines were wearing off MUCH quicker than expected. This led to a $5B loss, but worry not, the German government and the German banks came up with a $12B b…

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