2G Energy is a German Mittelstand company that offers a solution for the Energiewende and European energy security. We had the chance to discuss the company’s technology with Friedrich Pehle.
In our interview we discussed the following:
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00:38 Who is Friedrich Pehle?
01:30 The energy landscape in Europe
03:27 Politics and how it interacts with the energy market
04:37 Why not wind and solar?
07:30 Building the backbone for energy consumption
09:26 2G Energy’s CHP explained
11:46 Efficiency of heat powering
13:05 Areas of demand for 2G Energy
14:30 High energy prices as a revenue driver
17:49 Handling different gases as energy input
20:35 Carbon neutrality
23:29 The production of the generators
29:09 Supply chain issues
32:35 Community exclusive: Making mistakes in the project business
33:56 Scaling up production at 2G Energy
36:30 Types of customers
38:13 Future use cases
40:40 Why a customer would choose 2G Energy
43:35 Markets
46:00 New markets after the Ukraine war
50:00 Thought experiment: Competition
54:15 Competition today
58:20 Dealing with smaller players in the market
01:02:08 Lifetime of engines
01:05:40 2G Energy’s service business
01:11:40 How to make money in the energy industry
01:15:15 Customer retention
01:17:20 The role of the service business in the future
01:21:35 Expected growth with Friedrich Pehle
01:24:30 Closing thoughts
01:25:35 Thank you
01:25:44 Disclaimer
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2G Energy stock: The solution for Europe’s energy crisis, Friedrich Pehle? appeared first on Good Investing - Understanding businesses & Connecting investors.
