Trump's anti-wind policies have driven out weaker rivals and inadvertently strengthened the market position of CS Wind, the world's leading wind tower manufacturer—just as AI-driven power demand and an ageing turbine fleet are set to reignite the very industry he sought to suppress.
16 September 2026
A more favourable regulatory environment in the United States and dwindling competition in the wind-tower market have prompted DS Investment Securities to lift its target price for CS Wind by 9%.
11 September 2026
A stronger-than-expected second quarter, thinning domestic competition in the American wind-tower market, and a valuation well below global peers make CS Wind an increasingly compelling case—if it can wean itself off policy subsidies.
10 August 2026
A surge in quarterly operating profit, a doubling of Malaysian polysilicon capacity, and take-or-pay contracts with American buyers have prompted Samsung Securities to upgrade its outlook on OCI Holdings—though execution risk lingers.
30 July 2026
After six months of neglect as investors piled into semiconductors, solar, wind, and battery stocks are quietly building a case for a comeback.
18 July 2026
A surge in Korean wind-energy stocks driven by Middle East tensions and a possible White House policy retreat proved fleeting — but for CS Wind, the world's largest wind-tower maker, the underlying shift in America's regulatory stance may be anything but.
17 June 2026