SIE - Siemens AG Analysis | Morningstar — Siemens AG maintains a wide economic moat, reinforced by one of the sector's highest R&D reinvestment rates. The spinoff of Siemens Energy has improved returns and reduced cyclicality, while the company continues to mone (Morningstar, 2026-09-30)
Dash for small gas turbines set to impact data center costs — Demand for small gas turbines has surged as data center developers seek behind-the-meter generation to avoid grid connection delays and long lead times for larger units. Enverus Intelligence Research projects 29.6 GW of (Reuters, 2026-09-29)
Triton Partners Is Said to Mull Sale or IPO of Trench Group — Triton Partners is exploring a sale or initial public offering (IPO) of Trench Group, a German power transmission component manufacturer, according to sources familiar with the matter. The European private equity firm ha (Bloomberg Business, 2026-09-23)
Chinese Wind Turbine Makers Mull Partners to Break Into Europe — Chinese wind turbine manufacturers are exploring partnerships with local firms to enter the European market, which has been challenging to penetrate. This follows China's dominance in solar and batteries, with wind being (Bloomberg Business, 2026-09-23)
Germany's economic recovery is under way if politics doesn't spoil it — Germany's economy has returned to growth following the relaxation of its debt brake for defence and infrastructure spending, with GDP expected to rise by roughly 1% this year and accelerate to 1.3% by 2028, according to (Financial Times News, 2026-09-22)