MB Fund Podcast: Scrambling for Solar – Can supply chains save the world? with Nigel Morris

In this investment podcast, Chief Investment Officer, Damien Klassen, is joined by Nigel Morris, Head of Business Development at Solar Analytics and Renew Economy, and Sam Kerr, Senior Financial Adviser, to discuss the state of renewable energy supply chains in the face of the Russian invasion of Ukraine, and the implications that’s had on European demand for Russian gas.

Topics on the agenda today:

  • Effect of Ukraine war on solar demand
  • Solar pricing
  • Supply chain interruptions
  • Short term pain, long term gain
  • Investment outlook

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.


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Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.