Summary

• The Danish wind energy producer Ørsted has seen an impressive price performance YTD, on improved financial performance and easing of policy conditions.
• Its just-released Q1 2026 results reflect robust revenue growth and improvements in EBITDA, while a positive EBITDA outlook adds to optimism on the company.
• The Revolution Wind project, which was stopped by the US government last year before getting a go-ahead from the courts, has now become operational, which is a positive for the company.
• While policy concerns persist, especially for onshore wind farm projects, on the whole the stock looks more attractive than not.
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Since I last wrote about the wind energy producer Ørsted (OTCPK:DNNGY) (OTCPK:DOGEF) in September 2025, its price is down by 39%. With enormous challenges in the US market, including a government unconvinced of offshore wind projects' merits, risks of high project

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