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93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

Redefining Energy

00:00

The Ugly Is the Wind

Laurent: "The last year has been tough. The good is, I think the solar supply chain is starting to be fixed now" He says wind companies have done a really bad job of hedging and selling turbines forward at fixed prices which they can't deliver at. Laurent: "All you have to do is look at the order book of Siemens-Gomessa or Vestros ... It's incredible"

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