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🔹 CEO | Top Voice in Intelligence | Delivering $50B+ in Risk Management and Protection for Governments & Industrial Sectors. Follow us on @JOSE PAREJO & ASSOCIATES

For energy stakeholders, this information should be scrupulously studied. The 47% cut in Denmark’s hydrogen forecast highlights a critical gap between traditional oil&gas companies' investment needs, and the financial sector. For the financial sector, as capital allocation progressively shifts toward ESG-compliant assets, companies keeping significant exposure to fossil fuels-based portfolios risk seeing diminished investor appetite and a re-rating of their equity valuations. This trend is particularly pronounced in regions where institutional investors and pension funds are under heightened scrutiny to meet sustainable investment mandates. On the other side, the green energy sector, while advancing, is not yet fully mature. The hydrogen market faces project delays, regulatory fragmentation, and evolving policy frameworks that introduce operational risks and capital inefficiencies. These dynamics are impacting investment timelines and return profiles, forcing financial institutions to recalibrate their risk models -- and due diligence processes. Balancing exposure between hydrocarbons and renewables has become a critical task, directly framing capital market performance and financial sector returns. For energy share and stakeholders, the time for half-measures is over. At JOSE PAREJO & ASSOCIATES, we provide strategic intelligence that helps our clients make informed decisions, ensuring they stay ahead in the market; mind this: waiting is no longer an option. #banking #financial #economy #geopolitics #ESG

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Denmark, a leader in offshore wind energy, has recently made significant adjustments to its green hydrogen strategy. The Danish Energy Agency (DEA) has slashed its hydrogen power demand forecast by 47% for 2035, indicating a recalibration of hydrogen’s role in Denmark’s energy transition. Alongside this, the rollout of a green hydrogen transmission pipeline to Germany has been postponed until 2031, as confirmed by Energinet, Denmark’s transmission system operator. These developments reflect the growing complexity of integrating hydrogen into the country’s already successful wind energy sector. Meanwhile, the broader Nordic energy market continues to experience a power surplus driven by abundant wind and hydropower generation, which is contributing to lower electricity prices across the region. Companies like Uniper are reportedly facing challenges in advancing their 200 MW hydrogen project in Sweden, a signal of broader uncertainties in the hydrogen sector. With regulatory bodies like Nord Pool, Svenska Kraftnät, and Nordic Energy Research closely monitoring these shifts, the future of Nordic renewable energy markets remains dynamic. Energy stakeholders must adapt quickly to this evolving landscape to seize new opportunities while managing the risks of strategic delays and shifting demand forecasts. Contact us for Scnearios Generations and Energy Intelligence Services: https://lnkd.in/dWcPdgK7 #WindEnergy #HydrogenStrategy #NordicEnergyMarket #DenmarkRenewables #GreenHydrogen #PowerSurplus #EnergyMarketTrends #NordPool #Energinet #Uniper #SvenskaKraftnät #JoseParejoAssociates #GlobalEnergyInsights #ClimateNeutrality #EnergyIntelligence European Union

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