I still don't have any electricity shares in my portfolio ☹️, although I find the energy sector, especially electrical energy, very exciting and promising. In view of the trend towards electromobility and global digitalization, this sector could offer enormous potential.

The only share I have had on my radar for a few months now is Terna, the leading Italian grid operator. The company operates one of the largest electricity transmission grids in Europe and is benefiting directly from the growing need for modern infrastructure and expansion. Despite this, I haven't yet made up my mind to get involved, perhaps because I'm still unsure whether now is the right time or whether there are more attractive alternatives? 😭

I think that investing in electricity shares would not only be an interesting addition to my portfolio, but also an opportunity to benefit from the growth of the energy sector in the long term. In addition to Terna, companies such as RWE, NextEra Energy, Siemens Energy or Brookfield Renewable Partners would also be exciting.

Has anyone taken a closer look at this topic? I am particularly interested in the power generators with the highest efficiency. I.e. away from the ESG hype. Which shares do you have on your radar? What could be interesting and promising for the future?

$TRN (+0,42 %)

$RWE

$NEE

@Tenbagger2024

$ENR (+1,26 %)

Dear Community,

Does anyone here know why the share price of the electricity grid operator Elia Group
$ELI (+1,28 %) has fallen so sharply recently? The need for further expansion of the electricity grid is actually undisputed - and the forthcoming further interest rate cuts by the central banks should also be rather favorable for the share. After all, other grid operators have not slumped to such an extent $TRN (+0,42 %)
$NG. (+0,87 %) etc. I look forward to your assessment!

During 2024, the Ministry of Environment and Energy Security and relevant regional departments authorized 25 national power grid development projects, with a total value of more than 2.3 billion euros. Interventions confirm Terna's crucial role in Italy's energy transition.

The authorized works will bring significant environmental, social and economic benefits: more than 560 km of new submarine or underground lines will ensure a significant reduction in landscape and environmental impacts. Moreover, thanks to these interventions, about 100 supports will be eliminated and more than 70 hectares of land will be freed, with positive effects for local communities.

Among the most notable projects approved by Mase this year are several large submarine links. Elmed, the energy bridge between Italy and Tunisia, built by Terna in collaboration with STEG, the Tunisian operator. The 600 MW power line, about 220 km long, will be largely underwater and will reach a depth of 800 meters in the Sicilian Channel.

$TRN (+0,42 %)