In the second part of our interview with ABO Wind CEO Karsten Schlageter (part one: • Why is ABO Wind becomi... ), we discuss the companies' ambition in renewables.
We have discussed the following:
00:00 Intro
00:35 Welcome to part 2 of the ABO Wind video
01:00 From ABO Wind to ABO Energy
02:00 Becoming a global player in renewables
05:25 Understanding ABO Wind's markets
07:03 Political shifts
08:20 The most attractive markets
10:25 How to navigate risk in a regulated markets
11:05 The challenging markets
14:30 Learnings from new market entrants
16:15 Patience
18:04 Bottlenecks for ABO Wind
19:30 Margins in the different markets
21:20 The Role of Europe for ABO Wind
24:20 Costs of a megawatt
27:30 The hydrogen pipeline
33:07 Check out GI Plus
33:35 Valuing the hydrogen pipeline
36:03 The battery pipeline
40:00 Valuing the battery pipeline
40:51 Future growth
43:45 Closing thoughts
44:40 Thank you & goodbye
45:00 Disclaimer
#goodinvesting #renewables #europeancompanies
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