In this episode on the Good Value podcast (recorded Monday 21 February, 2022), Alison Savas is joined by the Executive Vice President and CFO of Norsk Hydro, Pål Kildemo.
Norsk Hydro is a long-term holding in Antipodes’ global portfolios, including the ASX-listed Antipodes Global Shares (Quoted Managed Fund) active-ETF (ASX: AGX1).
Not only is the Oslo-listed company one of the largest aluminium producers in the world, it also has one of the lowest carbon footprints.
Alison and Pål discuss Norsk’s low-carbon, low-cost production, the opportunity for a green aluminium premium, and the structural trends impacting the aluminium market.
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