RWE Wins Over Analysts With Hydrogen-Ready Plants and Offshore Wind Ambitions

RWE's innovative hydrogen plants and offshore wind projects are attracting analyst praise. The company's strategic shift towards renewables is expected to drive significant growth.

, and Administrator

2025 October 28 . 3:16 AM

1 min read

In the picture we can see a car engine with pipes, battery in it.

RWE Wins Over Analysts With Hydrogen-Ready Plants and Offshore Wind Ambitions

RWE, a leading European energy company, has received positive ratings from several major investment banks, including JPMorgan, Bernstein Research, and Goldman Sachs. These ratings reflect RWE's long-term transformation and solid annual targets.

RWE is tackling the 'dark doldrums' in energy transition by building flexible, hydrogen-capable gas plants. These plants will provide stability to the grid during periods of low renewable energy production.

The company aims to secure government subsidies for this technology by being at the forefront when funding becomes available. RWE's new plant in Voerde, with a capacity of 850 megawatts, is designed to run on at least 50% hydrogen. This allows for a future switch from gas to hydrogen.

The plant's strategic location along the planned hydrogen pipeline network positions RWE well for upcoming government tenders. Analysts from UBS, Oddo BHF, Exane BNP Paribas, HSBC, RBC Capital Markets, and Goldman Sachs have recommended buying RWE shares. They cite strong potential from offshore wind projects, particularly in the UK, falling financing costs in Europe, and increasing electricity demand in the US. RWE's strategic shift towards renewable energy is also driving significant growth and stock price appreciation. UBS and JPMorgan set targets around 45-46.50 euros, while Exane BNP Paribas raised its target to 45.70 euros, highlighting RWE's strong outlook despite short-term challenges.

RWE's forward-thinking approach to energy transition, coupled with its strategic investments and positive analyst ratings, positions the company well for future growth. Its hydrogen-ready gas power plant in Voerde, along with its offshore wind projects and strategic transformation, are expected to drive significant value for shareholders.