▶ 26:40 · $RWEOY · NBIM partners with RWE for major offshore wind positions

episode briefing

Results 2025 | Norges Bank Investment Management

2026-01-29 · 5 company · 7 thematic

sentiment

5 bull0 bear0 neu

speakers

Karina Sucha manages hardware technology investments for NBIM. She reviews 2025 tech sector performance, highlighting semiconductor outperformance, Alphabet's Gemini 3 success, and enterprise AI adoption metrics.

haral fon hayen

Haral Fon Hayen leads NBIM's renewable energy and infrastructure investments. He details the fund's aggressive 2025 deployment including a 22% stake in TenneT Germany, RWE offshore wind partnership, and the shift from green premium to green discount.

quote

“We have new partnership with RWE in 2025 which secured significant positions in the largest offshore wind parks in in in Europe. These two transactions alone more than doubled uh our portfolio.”

—haral fon hayen

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