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thyssenkrupp nucera AG & Co. KGaA in 1 story

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Bear side

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Gas Turbines Become the New Backlog
NCH2.DE in “Gas Turbines Become the New Backlog”
Not enough historyExposure: not rated yet
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
Green-hydrogen electrolyzer projects compete for scarce utility capital and may be delayed when customers favor immediately dispatchable gas generation over less mature power-to-hydrogen investments.

Bear side

1 story

Gas Turbines Become the New Backlog
NCH2.DE in “Gas Turbines Become the New Backlog”
Not enough historyExposure: not rated yet
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
Green-hydrogen electrolyzer projects compete for scarce utility capital and may be delayed when customers favor immediately dispatchable gas generation over less mature power-to-hydrogen investments.