매크로 컨텍스트

테마

Renewable Energy PPAs & Green DCs

핵심 동인

  • Corporate PPA market growing 20%+ annually
  • Big tech RE100 commitments
  • IRA tax credits
  • Battery storage integration

리스크

  • Interest rate impact
  • IRA policy changes
  • Renewable energy intermittency
  • Transmission grid constraints

애널리스트 컨센서스

최저 87 USD최고 104 USD
현재가컨센서스 목표가

2026. 6. 15. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • New PPA signings
  • Renewable energy capacity additions
  • Battery storage capacity

리뷰 트리거

  • PPA signing slowdown
  • IRA tax credit reduction

무효화 조건

  • Corporate PPA market growth stagnation
  • IRA repeal

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 15.