Investors cheer about US proposal: Vestas shares are rising rapidly!

Investors cheer about US proposal: Vestas shares are rising rapidly!

On May 13, 2025, investors expressed relief about current developments in the US energy sector. A new bill to gradually remove subsidies for the green energy sector is less drastic than previously feared. Analysts are positive about the proposals, which has a direct impact on share prices. The Danish wind turbine manufacturer Vestas recorded an increase of more than 14 percent in Copenhagen. The Portuguese EDP Renovaveis (EDPR) also increased by nine percent, while the Spanish companies Acciona Energia and Solaria rose by five and three percent.

RBC analysts noted that so-called “worst-case scenarios were avoided.” JP Morgan experts rate the proposals for US renewable energy companies as better than expected. Although the new rules provide for a gradual reduction in tax credits, the expected losses are smaller than previously assumed. In this context, the market is optimistic.

EDP ​​Renovaveis and Vestas sign contract

EDP ​​Renováveis ​​S.A. (EDPR), a 77.5% subsidiary of EDP, meanwhile, has a global framework supply agreement with Vestas Wind Systems A/S signed. The contract covers the delivery of up to 2,100 MW of wind turbines and represents a significant foundation for the company.

Under this contract, an initial order of 1,500 MW has been established, with delivery, installation and commissioning in 2011 and 2012. There are also options to order additional capacity up to 600 MW, which can be exercised in 2010 and 2011. The agreement offers EDPR the flexibility to select wind turbine models and classes for different projects and comes with an operations and maintenance contract for an initial two-year period, which can be extended up to ten years.

Strategic importance for EDP Renovaveis

EDPR believes that this agreement will enable them to pursue their growth objectives efficiently. The combination of short-term pipeline options and flexible procurement is seen as crucial to the strategically important contract. This measure allows EDP Renovaveis to improve risk management in terms of markets, regulation and growth rate, which is seen as a significant step in the industry.

In another market segment there is still news from Vonovia, whose shares fell by around two percent in early trading in Frankfurt. The company plans to issue 1.3 billion euros of convertible bonds to fund general corporate purposes and refinance debt.