Energy Transition Market Growth slide image

Energy Transition Market Growth

GE Vernova's Power business enables the energy transition EGE VERNOVA Gas >800GW 2x installed base vs. nearest competitor Meeting baseload & peaking needs Through HAS-a) & Aeroderivatives Expanding margins Through lean culture Growing FCF* Through services strength Decarbonization Investing in technology Nuclear SMR technology Design, commercialize, scale and execute ~3x Electricity generation growth through 2050 ~60GW Service & provide fuel for the installed base Hydro Drive growth In services, volume, and margin ~350GW ~25% of all hydro-power generating capacity installed globally Pumped storage Key enabler of the energy transition Steam Reliable & dispatchable electricity needed ~400GW-b) Servicing critical baseload power Simplify To a higher margin, services business 2024 GE Vernova and/or its affiliates. All rights reserved. * Non-GAAP Financial Measure (a high efficiency air-cooled (HA) gas turbine technology (b-excludes portion of the Steam business's nuclear activities planned for sale to Electricité de France S.A. ("EDF") 26
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