jesper2024

James Davies is a seasoned financial writer and market analyst at NeoMarketData, with a sharp focus on equities, commodities, and emerging sectors such as uranium, clean energy, and technology. With a background in financial research and a passion for data-driven storytelling, he translates complex market trends into clear, actionable insights for retail and institutional investors alike. Prior to joining NeoMarketData, Davies worked in investment research, contributing to reports on energy markets and small-cap growth stocks. He holds a degree in finance and regularly tracks macroeconomic shifts, sector momentum, and undervalued opportunities.

Project Tracker: Europe’s HVDC Orderbook and the Public Companies Involved (2025)

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Europe is in the midst of a multi-year HVDC supercycle to integrate offshore wind, add cross-border resilience, and relieve north-to-south bottlenecks. For investors, HVDC is a picks-and-shovels theme with clearer revenue visibility than many generation assets. This tracker maps flagship projects, current status, and the publicly listed suppliers most exposed to the order flow. Quick … Read more

HVDC vs. Traditional Transmission: Which Companies Benefit? (2025)

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Electrification, offshore wind, and cross-border interconnection are forcing planners to choose between high-voltage direct current (HVDC) and conventional high-voltage alternating current (HVAC/AC). Each path creates different profit pools. HVDC rewards subsea/underground cable capacity and converter expertise. AC favors transformer/switchgear franchises and distribution automation. For investors, blending both exposures can capture the grid capex super-cycle while … Read more