Andrew Oban

In this engaging discussion, Andrew Oban, an energy and power markets analyst at B of A Securities, dives deep into GE's Vernova and its role in the future of energy. He highlights how Vernova's focus on gas turbines and electrification sets it apart. Andrew reveals the impressive growth trajectory of the business and the factors driving rising electricity demand. The conversation also touches on GE's spin-offs and their unexpected market performance, providing listeners with unique insights into the industrial sector's evolution.