S92.DE in “Gas Turbines Become the New Backlog”
SMA Solar Technology AG
SMA's utility-scale and distributed solar-inverter business is vulnerable to project delays as scarce grid and utility capital shifts toward firm gas capacity.
S92.DE impact map — “Gas Turbines Become the New Backlog”
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Aug 27, 2025 – Aug 28, 2026 · 255 sessions
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Gas Turbines Become the New Backlog
Data centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
BEAR side — SMA's utility-scale and distributed solar-inverter business is vulnerable to project delays as scarce grid and utility capital shifts toward firm gas capacity.
Read the full Gas Turbines Become the New Backlog storyBull side
2 stories- Cheap Batteries Move Profits Downstream
S92.DE in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yetCell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
SMA's battery inverters and energy-management systems should see a larger addressable market as falling storage costs unlock more residential and commercial installations.
- War Will Increase Renewable Energy
S92.DE in “War Will Increase Renewable Energy”
FadingExposure: not rated yetEnergy security turns wind, solar, storage and grids into strategic infrastructure.
SMA Solar supplies inverters and energy-management systems for residential, commercial and utility-scale solar installations.
Bear side
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S92.DE in “Gas Turbines Become the New Backlog”
AcceleratingExposure: not rated yetData centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
SMA's utility-scale and distributed solar-inverter business is vulnerable to project delays as scarce grid and utility capital shifts toward firm gas capacity.