#offshore wind

3개의 글

July 13, 2026

SeAH Steel (KOSPI 306200) Stock Outlook 2026: Oil-Country Pipe Cyclicality Meets an Offshore-Wind Monopile Bet

SeAH Steel (KOSPI 306200) 2026 analysis for US investors: welded steel pipe and OCTG exports tied to US drilling and oil price, Section 232 quota and anti-dumping risk, the offshore-wind monopile growth leg, steel-spread volatility, and how it stacks up against Tenaris, Vallourec, Husteel and Nexteel.

SeAH Steel 306200 steel pipe

July 2, 2026

CS Wind (112610) Stock Outlook 2026: World's No.1 Wind Tower Maker vs. U.S. Policy Risk

A qualitative deep-dive into CS Wind (KRX 112610) for 2026: how the world's leading wind-tower manufacturer leverages the U.S. IRA advanced-manufacturing credit (45X AMPC) and U.S. capacity expansion, extends its offshore value chain through the Bladt acquisition, and faces risks from U.S. wind policy, steel-plate costs, project delays, and FX.

CS Wind 112610 wind towers

May 31, 2026

Dominion Energy (D) Stock Outlook 2026: Data Centers, Offshore Wind, and the Regulated Utility Reset

Dominion Energy (NYSE: D) 2026 investment outlook — Virginia data center load growth, CVOW offshore wind execution risk, rate-base expansion strategy, and how rising rates affect utility valuations.

D Dominion Energy utility stocks