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ØRsted: Back To An Execution Focus

Ørsted endured a challenging 2025 due to U.S. political headwinds and offshore wind project cancellations. With Ørsted's main U.S. projects nearing completion, I anticipate the worst disruptions are over and expect strong, steady future returns. Federal opposition to offshore wind is shifting from litigation to negotiation, signaling a new phase for Ørsted's U.S. operations.

Seeking Alpha • Mar 21, 2026

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