Ørsted
Note: This is a daily stock update and the information stands true as of 13/01/26, 09:00 CET.
Company Update:
Our expert does understand our analyst's stance on the name. But the risk on the completion on these projects remains high, especially with the Trump administration openly hostile. In our expert's opinion, the 22% upside potential in a best case scenario isn't enough to offset the political risks. He suggests you book a call by contacting sales@alphavalue.eu with our analyst to discuss the intricacies of the sector.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
Company Update:
Yesterday evening, Judge Lamberth granted a preliminary injunction lifting the stop-work order in place since December 22. The ruling is a major win not only for Revolution Wind, but for the broader U.S. offshore wind sector, reaffirming that the Federal court remain a critical backstop when political action overreaches.
For Revolution Wind, failure to obtain relief by 12 January 2026 risked losing access to the offshore work ship Scylla, whose latest availability is 22 February 2026, jeopardizing the ability to reach the 90% PPA threshold required by 15 January 2027. This risk is amplified by the global scarcity of specialized offshore wind vessels, which are booked years in advance and difficult to replace.
Sunrise Wind faces similar pressure, as delays threaten completion of offshore export cables scheduled between February and 25 July 2026, before the specialized vessel departs, creating a material risk of cascading delays and project cancellation. We stay tuned for Equinor Empire Wind's hearing for its preliminary injunction in just two days and Dominion Energy’s Coastal Virginia Offshore Wind on Friday.
In practical terms, the preliminary court decision for Sunrise Wind could reasonably be expected in the coming weeks to February but there’s no official court date set yet.
We are therefore returning to a positive stance on the stock with an Add recommendation, but consider the upside limited given that the bulk of the work has already been done since the stop order was announced. The damage is already done with a cost of over $1 million per day for each project and potential additional new delays.
Expert Opinion:Our expert does understand our analyst's stance on the name. But the risk on the completion on these projects remains high, especially with the Trump administration openly hostile. In our expert's opinion, the 22% upside potential in a best case scenario isn't enough to offset the political risks. He suggests you book a call by contacting sales@alphavalue.eu with our analyst to discuss the intricacies of the sector.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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Alphavalue Morning Market Tip
Likely to be massively impacted by Lidl's decision to stop ads on French TV.