1、EUROPE|Clean TechnologyEquity ResearchJuly 1,2025 ConstantinHesse*|Equity Analyst44(0)20 7029 8543|AhmedFarman*|Equity Analyst44(0)20 7029 8987|JulienDumoulin-Smith|Equity Analyst+1(281)774-2066|LaurenceAlexander|Equity Analyst(212)284-2553|DushyantAilani,CFA|Equity Analyst1(212)778-8318|LukeSussams

2、*|Sust.&Transition Strategist44(0)20 7548 4404|AniketShah,PhD|Head of Sust.&Transition Strategy(212)323-3976|AlanLau|Equity Analyst852 3767 1113|LucasFerhani*|Equity Analyst44(0)20 7548 4728|DavidKerstens*|Equity Analyst44(0)20 7029 8684|GiacomoRomeo*|Equity Analyst44(0)20 7548 4727|MartinComtesse,C

3、FA|Equity Analyst49 69 719187107|Driving Zero:A One-Stop Shop For Clean Tech-June EditionOur Driving Zero monthly product is a one-stop shop for the European CleanTechnology sector,providing an overview of recent price performance,consensus earnings,industry data,previews,results calendar andhighlig

4、hts,and key news.Our Clean Tech coverage covers 50 stocks.Divein.June,preparing for Q2 results season and finally more clarity on US IRA-We arelooking forward to an eventful results season in European clean tech,particularly in Wind,Solar and Biofuels.Momentum in wind continued to be solid in the qu

5、arter as per ourchannel checks,with Germany still showing good traction,having permitted 5.8GW byMay.In addition,Germanys federal government has approved a draft law to speed uprenewable energy expansion,aligning with the EUs RED III directive.The law aims to simplifyapproval processes and environme

6、ntal regulations,enabling faster project implementation(e.g.simplifying permitting procedures in already designated wind energy zones).It is expectedto pass parliament before the summer recess.This creates a regulatory framework for onshorewind turbines that complements the EU Emergency Regulation,w