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Sue Walker

Sue Walker

Senior Manager Responsible Investment at Harbour Asset Management, specializing in ESG analysis and sustainable finance

Jul 19, 2026

8:13
But Sue, why? Why is electrification a big investment economic story and where are we at with
8:21
it? So I think it's just with, you know, it's more renewable energy side of the electrification story.
8:30
So that, you know, solar, wind, hydro, or probably not so much hydro, but certainly solar and wind are becoming far cheaper than things like coal, gas for electricity.
8:44
So think about us as homeowners being able to pay less for electricity.
8:50
So it's a big economic story.
8:52
It's not just about climate anymore.
8:55
It's cheaper.

5 MINS LATER

14:15
Like in other words, is there a bit of hysteria around electrical investment right now and how do you get in and make sure you're not just paying because everyone's talking about electricity because the Strait's closed?
8:18
But Sue, why? Why is electrification a big investment economic story and where are we at with it?
8:28
So I think it's just with, you know, it's more renewable energy side of the electrification story.
8:35
So that, you know, solar, wind, hydro, or probably not so much hydro, but certainly solar and wind are becoming far cheaper than things like coal and gas for electricity.
8:49
So think about us as homeowners being able to pay less for electricity.
8:55
So it's a big economic story.
8:57
It's not just about climate anymore.
9:00
It's cheaper.

5 MINS LATER

14:20
Like in other words, is there a bit of hysteria around electrical investment right now and how do you get in and make sure you're not just paying because everyone's talking about electricity because the Strait's closed?
8:21
But Sue, why? Why is electrification a big investment economic story and where are we at with it?
8:31
So I think it's just with, you know, it's more renewable energy side of the electrification story.
8:38
So that, you know, solar, wind, hydro, or probably not so much hydro, but certainly solar and wind are becoming far cheaper than things like coal, gas for electricity.
8:52
So think about us as homeowners being able to pay less for electricity.
8:58
So it's a big economic story.
9:00
It's not just about climate anymore.
9:03
It's cheaper.

5 MINS LATER

14:24
Like in other words, is there a bit of hysteria around electrical investment right now and how do you get in and make sure you're not just paying because everyone's talking about electricity because the Strait's closed?
11:28
So if I'm listening to this and think, "God, I really, th- this sounds like something I need to be in, in on, uh, earlier on..." I mean, actually, how far through the journey are we if you were to look at a, you know, a, a, a line? Uh, how far along the journey are we to getting cracking with this sort of stuff?
11:46
W- yeah, look, we're pretty well advanced, certainly on the, um, electricity generation side of things.
11:52
We've, you know, there's lots of solar, um, being built around the country.
11:56
We're starting to, um, build battery parks, which will help with the, the peaking and, um, the, you know, the dry year period that you would have hear- heard everyone talk about.
12:06
So we are well advanced.
12:07
We've, you know, we've got a long way to go, 'cause you, with renewables, especially with solar and wind, you almost have to overbuild to make sure that you have a, a really secure, reliable- ... system

8 MINS LATER

20:06
Doing my thing
20:06
... guess what I was just gonna add is that it's not a one or two things.

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