Say Hello to My Little Wind Turbines! Trump's Bill Gives European Energy Firms a Boost, But at What Cost?

First You Get the Power Then You Get the Money...

Listen up you punks! They tell me Trump's got this 'big beautiful bill,' okay? And those Eurotrash investors are all hot and bothered about it. Seems like their wind power companies are gettin' a boner especially Vestas Orsted and Nordex. They're all makin' money money money! But don't get too excited eh? This ain't no fairy tale... I want what's coming to me!

No More Cliff Edge Deadlines Just Opportunity

These guys were sweatin' bullets about some deadline. 2027 that's what it was! All projects had to be up and runnin' by then to get those sweet tax credits. Now it's 2026! That's right they get an extension. All they gotta do is spend 5% of their capital. Peanuts! They must think they’re too good for the old ways...

The American Dream or A Nightmare

This Morningstar guy Tancrede Fulop he says the worst case scenario might not happen. Equinor is building their Empire Wind project and all of a sudden the US of A looks good again. The US market is huge for RWE EDPR and Iberdrola. But hold on a minute. These turbine makers like Vestas and Siemens Energy? They're still on the line. Always somebody getting hurt...

Say Goodnight to the Clean Energy

Pierre Alexandre Ramondenc another smart guy says this Trump bill rips apart Biden's Inflation Reduction Act. They're making it harder to clean up the grid and go green. In Europe these guys already knew the US was gonna be a problem. Seems to me like everybody wants a piece of the pie. What am I a comedian?

Everybody Betrays Me!

Now they’re all talkin’ about cancellin’ projects. They got options though. Move their money around to different places different things. This is just another goddamn day at the office. The only thing in this world that gives orders is balls...

In This Country You Gotta Make the Money First. Then When You Get the Money You Get the Power.

So these Europeans get a boost. But what about the big picture? What about clean energy for everyone? It's always the same. Somebody wins somebody loses. In this country you gotta make the money first. Then when you get the money you get the power. Then you get the women.