Siemens, every mention
11 scenes (2025), the whole family · ← back to Siemens
tap a year for its mentions
every year 2025 anyone Shayle Kann 7Tony Brough 3Rafi Garabedian 2Julio Friedmann 2Akshat Rathi 2Varun Sivaram 1Steve Piper 1Raymond Hawkins 1Chris Colbert 1Andy Lubershane 1
Verbatim, from the transcripts: the passages where Siemens comes up
Driving down the cost of green hydrogen
- ▶ 11:58 Rafi Garabedian People were, um, maybe unrealistic about the cost that could be achieved, the capital costs that could be achieved, particularly by, ah, large Western suppliers of technology like Siemens and ThyssenKrupp.
- ▶ 13:56 Rafi Garabedian You're going to maybe select Siemens.
- ▶ 23:51 Shayle Kann We've talked about where they, they have been for the Siemens and Thiessen Cripps of the world in that 3000 dollar a kilowatt actual delivered capex range.
Five big questions about the future of energy
- ▶ 24:23 Shayle Kann Like the three big ones are GE, Mitsubishi, Siemens, and they control 70 plus percent of the market.
Calibrating hype with Akshat Rathi
- ▶ 39:51 Akshat Rathi yeah, it's Siemens, GE, and Mitsubishi, which are the three giants, um, to the extent where it 2 times in the scene
PJM and the capacity crunch
- ▶ 23:09 Steve Piper Prices like this are a strong signal for new gas generation, and turbines are being ordered, you know, GE, Siemens,
The gas turbine crunch
- ▶ 2:32 Shayle Kann Between the relaxation of emissions constraints and the rapid load growth that we've discussed innumerable times on this podcast before, perhaps the biggest winners are the companies like Mitsubishi, Siemens, and GE Vernova who make…
- ▶ 3:44 Tony Brough You know, uh, General Electric and even Westinghouse at the time, now owned by Siemens. 2 times in the scene
- ▶ 9:27 Tony Brough I mean, certainly, all of the OEMs are investing in the future for new production capabilities, particularly Siemens and General Electric, or GE, uh, GE Verneau, I should say.
The U.S. nuclear groundswell
- ▶ 28:16 Chris Colbert You know, unlike, you know, a two-on-one CCGT, which you can go out and talk to Siemens or GE or, you know, Alstom or whoever's out there doing those now, they have proven designs.
Serving data center load with carbon capture
- ▶ 28:29 Julio Friedmann Um, I think you're going to see Siemens do something along these lines quite quickly.