Vestas, Orsted and Equinor Post Strong Q1 Profits Amid Rising Energy Prices from Middle East Conflict

Rasmus Errboe, CEO of Orsted, said events in the Middle East had reaffirmed the need to accelerate Europe's energy transition. "When we look at what's happening in the world, there's no reason not to switch gears in the energy transition towards renewables in Europe," Errboe said in a statement.

U.S. Wind power from the White House. U.S. over the weekend and that meetings with data center builders were part of the journey as the industry eyes electrification to support artificial intelligence infrastructure.

In comments that appeared to reference President Donald Trump, Andersen said "just because one person in the world has a maybe wrong perception of what reality … is, that doesn't take the rest of the community off the scale. " President Donald Trump has a long history of mocking wind power and claimed at the World Economic Forum earlier this year that wind turbines destroy land and lose money.

EU Climate Commissioner Wopke Hoekstra dismissed Trump's criticism as "nothing new" and said the region takes "a different view" on the transition away from fossil fuels.

Analysts expect the fallout from the Iran war energy shock to prompt countries to direct even more investment toward clean energy resources. Tancrede Fulop, senior equity analyst at Morningstar, told CNBC by email that while energy security concerns can reinforce the long-term case for renewables, there is limited evidence that the Iran conflict is driving a near-term step change in fundamentals.

Fulop added that among the two, Vestas appears better positioned to benefit from any acceleration in renewable deployment, whereas Orsted remains focused on executing its existing project pipeline.