Investor Presentaiton
Onshore Wind strategic priorities
Lead with quality
Reduce product variants
Workhorse products
Best project economics
EGE VERNOVA
Simplify
Focus & lean
2021 2025F
Better delivered cost in 80% of U.S. zip codes
Scalable by 2x with limited investment
vs 2021
✓ Rotors
15
4
Countries bid
50%
✓ Nacelles
9
4
Design hubs
from 20 to 4
Towers
40
9
Spend
$500M
Larger fleets of same units
•
Best running fleet / availability
●
Better cross-functional alignment
•
Faster closed-loop learning
.
Learning curve / service advantage
●
Faster problem solving
More robust innovation introduction
.
Partnerships reinforcement
.
Less complexity, lower fixed cost
Approaching significant volume increase with clear priorities & stronger fundamentals
2023 GE INVESTOR CONFERENCE 95View entire presentation