Scrambling for Solar – Can supply chains save the world? with Nigel Morris | Nucleus Investment Insights

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

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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.