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In the field of Green Energy (solar, wind, and biofuels), positioning over a longer period has been a frustrating affair. Despite full order books and the fundamental tailwind of the global energy transition, manufacturers often ended up with little profit at the end. Supply chain issues, increased material costs, and margin-weak old contracts regularly damaged the balance sheets. However, I find the recent preliminary figures from Nordex SE (i.) for the 3rd quarter exciting because they indicate a potential turning point regarding profitability....
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