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Listen "Dr Christian Bruch on the energy transition"
Episode Synopsis
Siemens Energy (ETR: ENR) is a global leader in wind turbines, utility-scale gas turbines, and grid transition equipment.
In this episode, Siemens Energy CEO, Dr Christian Bruch, provides insights into the demand for wind energy (in particular offshore wind), the role of gas, and shares perspectives on the challenges the world faces in the transition to net zero along with the enormous scale of investment that's required.
Key times:
The net zero ‘trilemma’ & are the targets achievable? – 02:40
The critical role of wind energy – 06:00
Bottlenecks in delivering sufficient offshore wind infrastructure – 12:10
Profitability of wind projects – 18:20
The role of gas in decarbonisation – 27:30
The enormity of the energy grid investment required to facilitate net zero targets – 31:00
Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
Antipodes website: antipodes.com
Antipodes on Linkedin: Antipodes Partners
In this episode, Siemens Energy CEO, Dr Christian Bruch, provides insights into the demand for wind energy (in particular offshore wind), the role of gas, and shares perspectives on the challenges the world faces in the transition to net zero along with the enormous scale of investment that's required.
Key times:
The net zero ‘trilemma’ & are the targets achievable? – 02:40
The critical role of wind energy – 06:00
Bottlenecks in delivering sufficient offshore wind infrastructure – 12:10
Profitability of wind projects – 18:20
The role of gas in decarbonisation – 27:30
The enormity of the energy grid investment required to facilitate net zero targets – 31:00
Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
Antipodes website: antipodes.com
Antipodes on Linkedin: Antipodes Partners
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