NuScale small modular nuclear power is a stable narrative for small reactors, EOS is a small-cap player in flow batteries, and Fluence delivers energy storage projects. On the Hong Kong stock side, Goldwind Technology and Inovance Technology follow the pace of China's energy policy.
The overall new energy sector is being squeezed by rising oil prices, and the logic for these few is more at the industrial level rather than short-term price linkage.
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