RE:RE:RE:SupportI believe TEI's customers may kill two birds with one stone if ESG is required.
The other bird is saving money which everyone likes. So ESG or not, should not matter.
Rather than ask where is the beef, I would like to ask where is the
bottleneck?
AlbertESG wrote: Regarding the ESG, carbon policies might become a thing of the past in the USA, and perhaps this is a factor contributing to TEI's slow sales. If Trump wins the election, he will reverse most of the green agenda, and once carbon emissions are no longer a "thing" it will represent a major headwind for TEI. The US represents more than half of the company's sales, and carbon savings have been one of the main selling features of their products. Soon, companies might not care about this aspect.
In terms of Trump's energy policies, his motto is "drill, baby drill". This will lead to an increase in natural gas and a decrease in prices - another headwind for TEI in the US.