Investor Presentaiton
GE Vernova - March 2023 vs. March 2022
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External developments
Inflation Reduction Act (IRA) a "game changer" for
our U.S. customers
✓ ONW tax credit extension (10+ years) improves.
certainty & cash flow profile
✓ Nuclear credits support existing units
✓ CCUS-a) & hydrogen credits enhance viability
Sentiment for natural gas/nuclear meaningfully
improved
Energy security & resiliency key, especially given
Russia/Ukraine
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Internal progress
EGE VERNOVA
Solidifying the leadership team ... supporting
stand-up of a new public company
✓ Internal promotions with substantial depth &
domain in their respective businesses
✓ New hires: Conventional Power leader, Chief
People Officer, General Counsel, Investor
Relations
Taking self-help steps across ONW, Grid & OFW to
drive substantially better results going forward
Accelerating lean across GE Vernova, leveraging
Gas Power learnings
(a - Carbon capture, utilization & storage
2023 GE INVESTOR CONFERENCE 74View entire presentation