{"id":6490,"date":"2025-11-18T11:08:10","date_gmt":"2025-11-18T10:08:10","guid":{"rendered":"https:\/\/seahawk-investments.com\/lang-en\/?p=6490"},"modified":"2025-11-27T12:48:21","modified_gmt":"2025-11-27T11:48:21","slug":"wind-power-defies-trump","status":"publish","type":"post","link":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/","title":{"rendered":"Insight News \u2013 Wind power defies Trump"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/seahawk-investments.com\/lang-en\/wp-content\/uploads\/2025\/11\/SELS-6.png” title_text=”SELS (6)” _builder_version=”4.27.4″ _module_preset=”default” width=”75%” module_alignment=”center” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

<\/h3>\n

<\/h3>\n

<\/h3>\n

Political Headwinds, but Stable Fundamentals<\/h3>\n

 <\/p>\n

Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation of new seabed areas, global momentum in wind energy remains strong. Worldwide new installations of wind turbines are expected to rise to over 140 GW in 2025\u2014a roughly 15% increase compared to the previous year. By 2030, global capacity could reach 190 GW, supported by subsidy programs in Europe, China, and Latin America.<\/p>\n

\n

\u201cIn the short term, political interventions are a disruptive factor, but they do not signal a trend reversal. Decarbonization is a global megatrend that cannot be stopped\u2014even by individual national decisions.\u201d \u2014 Hubertus Clausius, Managing Director & Fund Advisor, Seahawk Investments<\/p>\n<\/blockquote>\n

Falling Costs Boost Wind Power Competitiveness<\/h3>\n

 <\/p>\n

Economic fundamentals clearly favor continued expansion. The levelized cost of electricity (LCOE) for new onshore wind farms\u2014around USD 61\/MWh\u2014is now on par with modern solar installations and well below fossil fuel alternatives. Offshore wind remains more expensive at about USD 173\/MWh, but scale effects and technological progress are expected to narrow that gap. In parallel, European steel prices have fallen by over 55% since their 2022 peak\u2014providing a direct tailwind for manufacturers\u2019 margins.<\/p>\n

Market Recovery Among Manufacturers \u2013 Vestas Leads the Industry<\/h3>\n

 <\/p>\n

Wind turbine manufacturers are showing clear signs of recovery in 2025. Outside China, order intake in the third quarter rose 77% compared to the previous quarter; Vestas led the field with about 4 GW of new orders (up from 2 GW in Q2). Nordex and Goldwind also reported increases, while sector valuations remain moderate: the median company trades at an EV\/EBITDA of 9.6\u00d7, well below the five-year market average.<\/p>\n

\n

\u201cFrom a valuation perspective, the wind sector is currently one of the most attractive segments within the energy market. Many stocks still trade below fair value, even though they are structurally positioned for growth.\u201d \u2014 Hubertus Clausius, Managing Director & Fund Advisor, Seahawk Investments<\/p>\n<\/blockquote>\n

Artificial Intelligence as an Additional Growth Driver<\/h3>\n

 <\/p>\n

The rapidly increasing electricity demand from data centers is making renewable energy sourcing a strategic priority. Wind power\u2014particularly onshore\u2014has emerged as a key option to reduce the carbon footprint of digital infrastructure while enabling long-term power purchase agreements (PPAs).<\/p>\n

Conclusion: Tailwinds for Long-Term Investors<\/h3>\n

 <\/p>\n

2025 marks a transitional year for renewables. Short-term challenges from politics and financing are counterbalanced by enduring structural drivers such as decarbonization and digitalization. For selective investors, attractive entry opportunities are emerging along the entire value chain\u2014from turbine manufacturers and component suppliers to offshore service providers.<\/p>\n

\n

\u201cWe focus on quality leaders with resilient order books and clear cost advantages\u2014where the risk-reward profile is currently the most compelling.\u201d \u2014 Hubertus Clausius, Managing Director & Fund Advisor, Seahawk Investments<\/p>\n<\/blockquote>\n

Our complete Quarterly Note can be found at the following link: Quarterly Note 3<\/a><\/p>\n

 <\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Disclaimer<\/strong><\/p>\n

This document is a customer information (\u201cCI\u201d) in the sense of the German Securities Trading Act (WpHG). Responsible as the author for the content is the tied agent listed below. This \u201cCI\u201d is used exclusively for information purposes and cannot replace an individual, suitable investment advice. This \u201cCI\u201d does not constitute a contract or any other obligation or kind of contractual offer. Furthermore, the content does not constitute investment advice, an individual investment recommendation, an invitation to subscribe for securities or a declaration of consent, or a solicitation of an agreement on a transaction in financial instruments.<\/p>\n

This \u201cCI\u201d is intended only for professional customers and eligible counterparties with a habitual residence or domicile in the EU and has not been written with the intention of giving legal or tax advice. The tax treatment of transactions is dependent on the personal circumstances of the respective customer and may be subject to future changes.<\/p>\n

Recommendations and forecasts are non-binding estimates of future events. They can therefore prove to be inaccurate regarding the future development of a product. The information contained in this document is based exclusively on the date on which this \u201cCI\u201d was provided. A guarantee for the actuality and correctness cannot be given. Past performance is not a reliable indicator of future performance.<\/p>\n

This information is protected by copyright; no reproduction or commercial use is permitted. Date: October 31st, 2025.<\/p>\n

Author\/Issuer: Hubertus Clausius, Seahawk Investments GmbH, Bettinastrasse 62, 60325 Frankfurt am Main, Germany. Investment advice according to section 2 para. 2 no. 4 German Wertpapierinstitutsgesetz (WpIG).<\/p>\n

Seahawk Investments GmbH is authorized to provide financial portfolio management, investment advisory services, as well as investment mediation and contract brokering in accordance with Section 15 Paragraph 1 in conjunction with Section 2 Paragraph 2 Nos. 3, 4, 5, and 9 of the WpIG (Securities Institutions Act) and is subject to supervision by the Federal Financial Supervisory Authority (BaFin). Bundesanstalt f\u00fcr Finanzdienstleistungsaufsicht (BaFin) Marie-Curie-Stra\u00dfe 24-28, D-60439 Frankfurt am Main.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Political Headwinds, but Stable Fundamentals   Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation of new seabed areas, global momentum in wind energy remains strong. Worldwide new installations of wind turbines are expected to rise to over 140 GW in 2025\u2014a roughly 15% increase compared […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1,22],"tags":[],"class_list":["post-6490","post","type-post","status-publish","format-standard","hentry","category-allgemein","category-news"],"yoast_head":"\nSeahawk Investments | Wind power defies Trump<\/title>\n<meta name=\"description\" content=\"Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Seahawk Investments | Wind power defies Trump\" \/>\n<meta property=\"og:description\" content=\"Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation\" \/>\n<meta property=\"og:url\" content=\"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/\" \/>\n<meta property=\"og:site_name\" content=\"Seahawk Investments\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-18T10:08:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-27T11:48:21+00:00\" \/>\n<meta name=\"author\" content=\"Clausius\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Clausius\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/\"},\"author\":{\"name\":\"Clausius\",\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/#\\\/schema\\\/person\\\/8b64a87a598ee7d49702aa332080043a\"},\"headline\":\"Insight News \u2013 Wind power defies Trump\",\"datePublished\":\"2025-11-18T10:08:10+00:00\",\"dateModified\":\"2025-11-27T11:48:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/\"},\"wordCount\":966,\"articleSection\":[\"Allgemein\",\"News\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/\",\"url\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/\",\"name\":\"Seahawk Investments | Wind power defies Trump\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/#website\"},\"datePublished\":\"2025-11-18T10:08:10+00:00\",\"dateModified\":\"2025-11-27T11:48:21+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/#\\\/schema\\\/person\\\/8b64a87a598ee7d49702aa332080043a\"},\"description\":\"Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/2025\\\/11\\\/18\\\/wind-power-defies-trump\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Insight News \u2013 Wind power defies Trump\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/#website\",\"url\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/\",\"name\":\"Seahawk Investments\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/#\\\/schema\\\/person\\\/8b64a87a598ee7d49702aa332080043a\",\"name\":\"Clausius\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3824851e519499e91740c19439dd8bf5646d2624bd757fa29afb6a30cbeed5f?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3824851e519499e91740c19439dd8bf5646d2624bd757fa29afb6a30cbeed5f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3824851e519499e91740c19439dd8bf5646d2624bd757fa29afb6a30cbeed5f?s=96&d=mm&r=g\",\"caption\":\"Clausius\"},\"url\":\"https:\\\/\\\/seahawk-investments.com\\\/lang-en\\\/author\\\/clausius\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Seahawk Investments | Wind power defies Trump","description":"Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/","og_locale":"en_US","og_type":"article","og_title":"Seahawk Investments | Wind power defies Trump","og_description":"Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation","og_url":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/","og_site_name":"Seahawk Investments","article_published_time":"2025-11-18T10:08:10+00:00","article_modified_time":"2025-11-27T11:48:21+00:00","author":"Clausius","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Clausius","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/#article","isPartOf":{"@id":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/"},"author":{"name":"Clausius","@id":"https:\/\/seahawk-investments.com\/lang-en\/#\/schema\/person\/8b64a87a598ee7d49702aa332080043a"},"headline":"Insight News \u2013 Wind power defies Trump","datePublished":"2025-11-18T10:08:10+00:00","dateModified":"2025-11-27T11:48:21+00:00","mainEntityOfPage":{"@id":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/"},"wordCount":966,"articleSection":["Allgemein","News"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/","url":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/","name":"Seahawk Investments | Wind power defies Trump","isPartOf":{"@id":"https:\/\/seahawk-investments.com\/lang-en\/#website"},"datePublished":"2025-11-18T10:08:10+00:00","dateModified":"2025-11-27T11:48:21+00:00","author":{"@id":"https:\/\/seahawk-investments.com\/lang-en\/#\/schema\/person\/8b64a87a598ee7d49702aa332080043a"},"description":"Despite restrictive U.S. policies under President Donald Trump, who temporarily halted offshore wind projects and suspended the allocation","breadcrumb":{"@id":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/seahawk-investments.com\/lang-en\/2025\/11\/18\/wind-power-defies-trump\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/seahawk-investments.com\/lang-en\/"},{"@type":"ListItem","position":2,"name":"Insight News \u2013 Wind power defies Trump"}]},{"@type":"WebSite","@id":"https:\/\/seahawk-investments.com\/lang-en\/#website","url":"https:\/\/seahawk-investments.com\/lang-en\/","name":"Seahawk Investments","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/seahawk-investments.com\/lang-en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/seahawk-investments.com\/lang-en\/#\/schema\/person\/8b64a87a598ee7d49702aa332080043a","name":"Clausius","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/f3824851e519499e91740c19439dd8bf5646d2624bd757fa29afb6a30cbeed5f?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/f3824851e519499e91740c19439dd8bf5646d2624bd757fa29afb6a30cbeed5f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f3824851e519499e91740c19439dd8bf5646d2624bd757fa29afb6a30cbeed5f?s=96&d=mm&r=g","caption":"Clausius"},"url":"https:\/\/seahawk-investments.com\/lang-en\/author\/clausius\/"}]}},"_links":{"self":[{"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/posts\/6490","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/comments?post=6490"}],"version-history":[{"count":7,"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/posts\/6490\/revisions"}],"predecessor-version":[{"id":6550,"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/posts\/6490\/revisions\/6550"}],"wp:attachment":[{"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/media?parent=6490"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/categories?post=6490"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/seahawk-investments.com\/lang-en\/wp-json\/wp\/v2\/tags?post=6490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}