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El sector energético europeo ha mostrado una sorprendente resiliencia. ¿Es esto puramente una prima de riesgo geopolítico, o estamos viendo una genuina reevaluación de los fundamentales? Agradecería sus opiniones, especialmente dada la transición actual para dejar los combustibles fósiles.
Could it be that the 'transition' itself requires a lot of traditional energy infrastructure to support it in the interim? We still need power for manufacturing renewables.
Good question. I'm leaning more towards a short-term geopolitical bounce. The long-term trend away from fossil fuels hasn't fundamentally changed, just paused or diverted slightly.
I think it's a mix of both. The geopolitical premium is definitely a factor, but don't underestimate the pricing power many of these utilities still hold, even with the transition.
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