
Sue Walker
Senior Manager Responsible Investment at Harbour Asset Management, specializing in ESG analysis and sustainable finance
4
APPEARANCES
4
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024
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Jul 19, 2026
Andrew Bascand & Sue Walker: Harbour Asset Management Co-CEO and Harbour Asset Management Senior Manager discuss energy payments
8:13
8:21
8:30
14:15

Tim BeveridgeHOST
But Sue, why? Why is electrification a big investment economic story and where are we at with

Sue WalkerGUEST
it? So I think it's just with, you know, it's more renewable energy side of the electrification story.

Sue WalkerGUEST
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.
5 MINS LATER

Tim BeveridgeHOST
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?
Andrew Bascand & Sue Walker: Harbour Asset Management Co-CEO and Harbour Asset Management Senior Manager discuss energy payments
8:18
8:28
8:35
14:20

Tim BeveridgeHOST
But Sue, why? Why is electrification a big investment economic story and where are we at with it?

Sue WalkerGUEST
So I think it's just with, you know, it's more renewable energy side of the electrification story.

Sue WalkerGUEST
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.
5 MINS LATER

Tim BeveridgeHOST
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?
Andrew Bascand & Sue Walker: Harbour Asset Management Co-CEO and Harbour Asset Management Senior Manager discuss energy payments
8:21
8:31
8:38
14:24

Tim BeveridgeHOST
But Sue, why? Why is electrification a big investment economic story and where are we at with it?

Sue WalkerGUEST
So I think it's just with, you know, it's more renewable energy side of the electrification story.

Sue WalkerGUEST
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.
5 MINS LATER

Tim BeveridgeHOST
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?
Andrew Bascand & Sue Walker: Harbour Asset Management Co-CEO and Harbour Asset Management Senior Manager discuss energy payments
11:28
11:46
11:56
12:07

Tim BeveridgeHOST
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?

Sue WalkerGUEST
W- yeah, look, we're pretty well advanced, certainly on the, um, electricity generation side of things.

Sue WalkerGUEST
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.

Sue WalkerGUEST
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