A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
Episodes
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
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.
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