Here are Paul’s good comments from the strategy call organized by Wärre. ![]()
Wärtsilä held a quarterly webcast on Thursday discussing the company’s strategy, led by CEO Håkan Agnevall. We interpreted that the company sees the current data center-driven demand boom in the Energy segment as an opportunity to grow market share in the USA also in the long term. The company also sounded somewhat hopeful regarding new data center orders, although this demand is, of course, difficult to predict. There were no major changes in the Marine market outlook.