“‘When wind speeds are really low, you have no renewable generation, lots of demand and the system becomes really tight… we need more gas.’”
AT
Arnue Tan BNEF European Power Team
Switched On ·
“One of our favorite holdings is Orsted… a secondary one in the space is Cattler… they own the vessels that go out and install the offshore wind turbines”
Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC
Play from 55:26
55:26
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What was described
Invested in offshore wind via Orsted and Cattler (vessel operator) to capture renewable energy infrastructure upside
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♫
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PG
Prediction Guard speaker 2
Practical AI ·
“‘It’s a pretty big drop… a lot of it comes from French nuclear fleet operating… and because Europe adds more solar panels, more wind farms.’”
AT
Arnue Tan BNEF European Power Team
Switched On ·
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