Good Value | Pragmatic Value Investing

Dr Christian Bruch on the energy transition


Listen Later

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

    ...more
    View all episodesView all episodes
    Download on the App Store

    Good Value | Pragmatic Value InvestingBy Antipodes Partners

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    1 ratings


    More shows like Good Value | Pragmatic Value Investing

    View all
    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    944 Listeners

    NAB Morning Call by Phil Dobbie

    NAB Morning Call

    20 Listeners

    The Money Puzzle by The Australian

    The Money Puzzle

    49 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    795 Listeners

    The Diary Of A CEO with Steven Bartlett by DOAC

    The Diary Of A CEO with Steven Bartlett

    8,791 Listeners

    Trillions by Bloomberg

    Trillions

    196 Listeners

    money money money by Glen James

    money money money

    54 Listeners

    The Rules of Investing by Livewire Markets

    The Rules of Investing

    13 Listeners

    Equity Mates Investing Podcast by Equity Mates Media

    Equity Mates Investing Podcast

    64 Listeners

    Australian Investors Podcast by Rask

    Australian Investors Podcast

    23 Listeners

    Value Investing with Legends by Columbia Business School

    Value Investing with Legends

    203 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    420 Listeners

    Chanticleer by Australian Financial Review

    Chanticleer

    18 Listeners

    The Fin by Australian Financial Review

    The Fin

    24 Listeners

    Australian Retirement Podcast by Rask

    Australian Retirement Podcast

    15 Listeners