CEO of Engie since 2021; previously worked on oil rigs in Congo and held operational roles at Schlumberger; serves on Microsoft board; led Engie through European energy crisis and energy transition strategy.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Engie is deploying 22-24 billion euros over three years with 90% focused on 10 countries, 85% taxonomy-aligned, requiring 200bps spread over WACC per project, prioritizing 'smart electrons' that add system value rather than dumb renewable capacity.