European utilities suffered a ‐43% derating and
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European utilities have underperformed by ‐40% and the relative PE has de‐rated
and see several interesting short opportunities)
potentially higher power prices from both higher European coal and carbon
with China’s GDP growth reaccelerating and 70%
thereby supporting South African and European coal
and provide other monetary policy support
and a rise in the carbon credit price from €5 to €10/tonne would produce 25‐50% earnings
as in Hong Kong and Thailand; the other is a victim of government
as in Korea and China. The two worlds can coexist in the same country
which is a large employer and which faces the consumer directly
reactor manufacturers such as Mitsubishi Heavy) and
with new petrochemical plants being proposed in the Gulf and traditional coal users such as
and utility capex (ex‐US) is rebounding after a recession‐driven
National Grid (UK) and Elia (Belgium/Germany) are prime beneficiaries of this transmission