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Knorr Bremse : Transcription of the Q1 2024 Conference Call (nur englisch)

Knorr Bremse : Transcription of the Q1 2024 Conference Call (nur englisch)
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Wartsila Shares Surge on Earnings Beat and Review of Storage Business

WindAction | Siemens Energy s faulty wind turbines become Germany s problem

For Siemens Energy, the issues have steadily ballooned since the Gamesa takeover, which was troubled from the get-go. While Siemens was active in offshore wind power since 2004, it had little experience with onshore turbines. Corporate cultures clashed as the wind industry slid into a difficult phase it's not yet emerged from amid cut-throat competition. To combat rivals like Denmark's Vestas Wind Systems A/S, Siemens Energy rushed out a new onshore wind turbine, the 5.X. This proved disastrous with the device prone to breaking down because major components twist over time. Despite years of work, it still hasn't gotten to the bottom of the problems, compounded by the industry-wide crisis battling unprofitable contracts and increasing competition from cheaper Chinese products.

WindAction | Siemens Energy shares fall 40% after company seeks government help as wind-turbine woes threaten gas and power division

Siemens Energy needs the guarantees to win new large-scale contracts to build transmission networks and gas turbines. While those units are profitable, they’re now threatened by the strain that the string of losses from the Gamesa wind unit is putting on the company’s balance sheet in what has become one of Germany’s biggest industrial debacles. .The paper value of Siemens AG’s stake was cut by more than €800 million. Its shares fell as much as 5.9%.

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