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haral fon hayen

T3 · host / generalist

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.

2 calls·2 names·100% bull·last heard 6 months ago·In Good Company with Nicolai Tangen
track recordleaderboard →
hit rate
0%
avg alpha
-3.9pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$TENNETTenneTposition

NBIM acquires 22% stake in Germany's largest grid operator TenneT

NBIM secured a 22% stake in TenneT Germany, the largest transmission system operator, viewing critical grid infrastructure as essential for energy transition and energy security.

In Good Company with Nicolai Tangen2026-01→
2ndhigh conviction
$RWEOYRWEposition

NBIM partners with RWE for major offshore wind positions

NBIM formed a new partnership with RWE in 2025 securing significant positions in Europe's largest offshore wind parks, more than doubling their renewable portfolio.

In Good Company with Nicolai Tangen2026-01→

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recurring themes

2 total
$TENNET
TenneT
HIGHharal fon hayen·In Good Company with Nicolai Tangen·6 months ago· position
NBIM acquires 22% stake in Germany's largest grid operator TenneT
NBIM secured a 22% stake in TenneT Germany, the largest transmission system operator, viewing critical grid infrastructure as essential for energy transition and energy security.
"Our single biggest move in 2025 already however was to secure a 22% stake in Tenner Germany, Germany's largest TSO transmission system operator. These transmission systems are cri…"
26:46
$RWEOY
···
RWE
HIGHharal fon hayen·In Good Company with Nicolai Tangen·6 months ago· position
NBIM partners with RWE for major offshore wind positions
NBIM formed a new partnership with RWE in 2025 securing significant positions in Europe's largest offshore wind parks, more than doubling their renewable portfolio.
"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…"
26:40