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Renew Holdings plc

Renew Holdings plc provides engineering services in the United Kingdom and rest of Europe. The company offers asset renewal and refurbishment, fencing and devegetation, critical planned and reactive maintenance, and operational support and asset care; civil, mechanical, and electrical and minor signalling engineering; geotechnical and earthwork; plant, power, and signalling; and emergency provision, tunnel and shaft refurbishment, multidisciplinary design capability, electrification OLE, stations and telecoms, and specialist rail plant services to rail network. It also provides specialist engineering services for communication networks, highways, and aviation markets; and engineering, procurement and construction, network connection, EHV infrastructure, directional drilling, surfacing and reinstatement, traffic management, and design and feasibility study services for transmission and distribution markets. The company offers operational support and asset care; critical planned and reactive maintenance and renewal; civil, mechanical, and electrical engineering; nuclear decommissioning and decontamination; plant and equipment commissioning; fabrication and manufacturing; wind turbine maintenance; wind turbine blade inspection and repair; wind turbine monitoring; turbine inspections; and repair and replacement services to nuclear and wind markets. It also provides emergency reactive works, maintenance of strategic water mains and mains drainage, clean and wastewater rehabilitation infrastructure, maintenance of canal infrastructure, and dam safety and pressurised pipeline specialisms, as well as port, harbour and sea defences; and soil and groundwater remediation, design of bespoke remediation and ground engineering, and specialist restoration and conservation services. The company was formerly known as Montpellier Group Plc and changed its name to Renew Holdings plc in December 2005. Renew Holdings plc was founded in 1786 and is based in Leeds, the United Kingdom.

Price · split & dividend adjusted
News & notes moving RNWH.LSE
Energy Transition & Power Demand

BNPパリバ、送電網強化期待の高まりにもかかわらず太陽光関連株に慎重な見方

BNPパリバのアナリスト、モーゼス・サットン氏は、仮想発電所をめぐる熱狂に投資家が流されないよう警告した。サンラン、テスラ、リニューが関与した最近の発表を受けて太陽光関連株が上昇したが、その発表では最大17ギガワットの蓄電池と冷暖房能力が最終的に集約され送電網を支える可能性が示唆された。しかしBNPパリバは、米国全体でこれまでに設置された住宅用蓄電池容量は約6.7ギガワットにとどまり、その多くがカリフォルニア州に集中していると指摘。地理的条件、既存契約、競合他社を考慮すると、発表された容量のうち短期的に新たな送電網支援プログラムに利用可能なのはごく一部に過ぎず、楽観的なシナリオでも2ギガワットで年間約9000万ドルの収益を生み出し、それを分配する前の段階にとどまると試算している。また同レポートは、データセンターがオンサイトのバックアップ発電への依存を強める可能性がある一方、米国の事業用太陽光発電開発は依然として堅調で、161ギガワットのパイプラインを有し、2026年には導入量が40ギガワットを超える見通しであると強調した。
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