Siemens Energy Ag · XETR:ENR
Siemens Energy — Investor Presentation (August 2026)
50 slides from Siemens Energy's investor presentation, August 2026
Slide 1: Siemens Energy Blue high-voltage products
Siemens Energy Blue high-voltage products Sustainable zero-impact switchgear for a net zero future Status: August 2026 Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Energy, 2026
Slide 2: Contents
Contents 1 The growing market demand for F-gas-free high-voltage switchgear • The urgent need to phase out SF6 to achieve decarbonization • Clean air and vacuum technology are the only good solution 2 Siemens Energy Blue high-voltage portfolio • Mission and philosophy • Portfolio overview 3 Blue pro
Slide 3: 1. The growing market demand for SF6-free high-voltage switchgear
1. The growing market demand for SF6-free high-voltage switchgear Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Energy, 2026
Slide 4: Urgent need to achieve decarbonization in all sectors worldwide
There is an increasingly urgent need to achieve decarbonization in all sectors worldwide – actions to reduce GHG emissions must be taken fast • In the UNFCCC (United Nations Framework Convention on Climate Change) Paris Agreement signed by 189 countries in 2015, it was agreed to limit anthropogenic
Slide 5: Pressure on power companies to phase out SF6 and other F-gases
The pressure on power companies to phase out SF6 and other F-gases is especially high • With global carbon emissions hitting an all-time high of 47.5 Gt in 2020*, there is growing pressure on power companies to step up their decarbonization efforts • SF6 is classified as a strong greenhouse gas (GHG
Slide 6: SF6 gas has a GWP 24,300 times higher than CO2
SF6 gas has a GWP 24,300 times higher than CO2 – and the What is global warming potential (GWP)? GWP of other F-gas alternatives is also way above zero It represents the heat absorption effect of any GHG relative to CO2, which has a GWP of 1 SF6 installations 19,440,000,000 trees 10,000 tons of SF6
Slide 7: Phasing out SF6 and other F-gas mixes is inevitable
Phasing out SF6 and other F-gas mixes is inevitable – clean air is the only future-proof option Health and safety risks of F-gases Cost risks of SF6 / F-gas regulations • SF6 and fluoronitrile F-gas mixes produce toxic • F-gas regulation 2024/573 (EU)2 decomposition products during electric arcs and
Slide 8: Sustainable development drive globally regulations
Sustainable development drive globally regulations European Union United States Rest of World F-gas regulation (2024/573): ban of GWP ≥ 1 Law effective in California (CARB3) and in CN, JP, KR transition for SF6 / F-gas-free started F-gases from 2028 > 52 kV & 2032 > 145 kV New York state for SF6 for
Slide 9: Replacing SF6 in high voltage with clean air
Replacing SF6 in high voltage We are doing it with clean air Proven technology Peak performance & safety Siemens Energy welcomes Already 3,450 units with more Highest switching performance, the regulatory frame to cut CO2 than 67 million hours success- zero toxic by-products, fully compliant emissio
Slide 10: SF6-free products are available and in reliable use worldwide
SF6-free products are available and in reliable use worldwide up to 420 kV, the majority rely on natural-origin gases to ensure safe power grids!* medium voltage 1. SF6-free alternative technology & products already available 2. Manufacturers are committed to close the portfolio gaps 3. The proposed
Slide 11: 2. Siemens Energy Blue high-voltage portfolio
2. Siemens Energy Blue high-voltage portfolio Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Energy, 2026
Slide 12: Achieving zero emissions and zero harm in energy transmission
Our Blue switchgear portfolio already offers a solution, with a greater mission in mind: Achieving zero emissions and zero harm in energy transmission all over the world Unrestricted © Siemens Energy, 2026
Slide 13: Until now, switchgear technology has typically used F-gases
Until now, switchgear technology has typically used F-gases... In particular, Because SF6 is 24,300 That’s not Zero harmful gases. SF6 gas. times more climate-hostile sustainable. And And zero contribution than CO2, and stays in the other F-gases to climate change. atmosphere for over 1,000 neither.
Slide 14: Siemens Energy Blue has a clear zero-compromise philosophy
Siemens Energy Blue has a clear zero-compromise philosophy Zero environmental Zero impact on health & Zero regulation & special Zero compromise on impact safety handling performance • Zero SF6 and other F-gases • Zero toxic insulation gases • Zero reporting & accounting • Voltages from 72.5 to 420 k
Slide 15: Vacuum switching and clean air insulation technology
The Blue portfolio is based on game-changing technology: vacuum switching and clean air insulation Clean air (N2 + O2 ) insulation Vacuum interruption • Zero CO2emissions, lowest CO2 footprint, GWP = 0 • Zero toxic decomposition products, hermetically tight • Zero toxicity, highest stability, easies
Slide 16: Blue portfolio of individual products and solutions
The Blue portfolio comprises individual products & solutions, supporting our clients on their way to zero Up to 420 kV Blue GIS Blue GIS Blue GIS • up to 72.5 kV / 50 kA • up to 145 kV / 63 kA • up to 420 kV / 63 kA • F-gas-free 72.5 kV GIS • World’s first • World’s first F-gas-free with vacuum inte
Slide 17: Product one pagers
Product one pagers Unrestricted © Siemens Energy, 2026
Slide 18: 3AV1 Blue dead tank circuit breaker up to 145 kV / 63 kA
3AV1 Blue dead tank circuit breaker up to 145 kV / 63 kA Product characteristics • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime > 50 years, first major inspection > 25 years • No repo
Slide 19: 3AV1 Blue live tank circuit breaker up to 145 kV / 40 kA
3AV1 Blue live tank circuit breaker up to 145 kV / 40 kA Product characteristics • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime up to 50 y. | inspections after 13 & 26 y. | condition
Slide 20: 3AV2 Blue live tank CB up to 420 kV
3AV2 Blue live tank CB up to 420 kV Product characteristics • Vacuum interrupter technology | Clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime up to 50 y. | inspections after 13 & 26 y. | condition check after 40 y. • N
Slide 21: 8VN1 Blue GIS 145 kV / 63 kA
8VN1 Blue GIS 145 kV / 63 kA Product characteristics • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime > 50 years | first major inspection > 25 years • No reporting or emission costs dur
Slide 22: 8VM3 Blue GIS 72.5 kV / 50 kA
8VM3 Blue GIS 72.5 kV / 50 kA Product characteristics • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime > 50 years | first major inspection > 25 years • No reporting or emission costs du
Slide 23: 8VQ3 Blue GIS 420 kV / 63 kA
8VQ3 Blue GIS 420 kV / 63 kA Product characteristics • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime > 50 years | first major inspection > 25 years • No reporting or emission costs dur
Slide 24: 8VM1 wind tower Blue GIS 72.5 kV / 31.5 kA
8VM1 wind tower Blue GIS 72.5 kV / 31.5 kA Designed for wind turbine Product characteristics applications • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 • Expected product lifetime > 50 years | first major inspe
Slide 25: 8VM3 Blue GIS power pack 72.5 kV / 31.5 kA
8VM3 Blue GIS power pack 72.5 kV / 31.5 kA Ideal for wind turbine applications Product characteristics and small DSOs • Preassembled Ring Main Unit (RMU) (indoor) • Vacuum interrupter technology | clean air insulation technology • Weight of SF6 or other fluorinated greenhouse gases = 0 kg; GWP = 0 •
Slide 26: 3. Blue product evaluation
3. Blue product evaluation Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Energy, 2026
Slide 27: Customer product evaluation criteria for switchgear products
Customer product evaluation criteria for switchgear products Environmental Health & safety Performance Gas handling Manufacturer impact & costs competence Unrestricted © Siemens Energy, 2026
Slide 28: Three isolation mediums: a comparison
Three isolation mediums: a comparison Vacuum / clean air CO2-F mix fluoronitrile1 SF6 sulfur hexafluoride N2 and O2 (80% / 20%) (CF3)2CFCN SF6 1 Fluor-ketone gas mix is not considered due to its inability to withstand temperatures below 5°C Unrestricted © Siemens Energy, 2026
Slide 29: Criteria 1: Environmental impact
Criteria 1: Environmental impact Vacuum / clean air CO2-F mix fluoronitrile SF6 sulfur hexafluoride Zero greenhouse gas Greenhouse gases Greenhouse gas GWP = 0 GWP ~ 500 GWP ~ 24,300 Regulatory certainty and compliance (Lifetime 30 years) (Lifetime 1,000 years) (Immediately absorbed) Vacuum / clean
Slide 30: Criteria 2: Health & safety
Criteria 2: Health & safety Vacuum / clean air CO2-F mix fluoronitrile SF6 sulfur hexafluoride Vacuum: zero decomposition products; Toxic decomposition products Toxic decomposition products sealed for life (details unknown) Hazardous when inhaled, causes skin Clean air: non-toxic decomposition Hazar
Slide 31: Criteria 3: Performance
Criteria 3: Performance Vacuum / clean air CO2-F mix fluoronitrile SF6 sulfur hexafluoride Vacuum circuit breaker can switch up CO2-F mix shows decreasing SF6 CB can switch up to 10 times to 30 times 40 kA currents switching performance 40 kA currents Zero degradation of short-circuit Does not recom
Slide 32: Criteria 4: Gas handling & costs
Criteria 4: Gas handling & costs Vacuum / clean air CO2-F mix fluoronitrile SF6 sulfur hexafluoride Vacuum interrupter is sealed for life > unknown Additional gas maintenance zero maintenance Special tools, training, Special tools, training, No special tools, training, ventilation ventilation and re
Slide 33: Criteria 5: Manufacturer competence
Criteria 5: Manufacturer competence 1970 1976 2010 2017 2018 2022 2024 2026 First HV GIS First MV First HV First vacuum First HV First GIB New wind First 420 kV with air vacuum CB vacuum pilot CB 145 kV and vacuum GIS with clean tower GIS vacuum CB insulation CB with clean GIS 72.5 kV with with clea
Slide 34: Customer product evaluation criteria for switchgear products
Customer product evaluation criteria for switchgear products Environmental Health & safety Performance Gas handling Manufacturer impact & costs competence Zero greenhouse gases Zero toxicity Highest switching Zero maintenance Rich experience: and zero global and zero hazard capability with zero vacu
Slide 35: 4. Blue success stories
4. Blue success stories Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Energy, 2026
Slide 36: Zero-harm energy transmission is becoming a reality around the world
Zero-harm energy transmission is already becoming a reality around the world > 67 million hours of commercial operation ~ 10,500,000 tons of CO2-equivalent saved > 8,500 units sold > 3,450 units already in operation Status: July 2026 Unrestricted © Siemens Energy, 2026
Slide 37: Notable case studies
Notable case studies Unrestricted © Siemens Energy, 2026
Slide 38: Leading grid operators install clean air technologies
2010 Leading grid operators install clean air technologies 72.5 kV 2017 145 kV 2017 72.5 kV 2019 145 kV 2022 145 kV Globally around 8,500+ Blue CB und GIS sold and 2023 3,450+ units successfully in operation. 420 kV ~10,500,000 tons of CO2-equivalent saved Status: July 2026 2026 1 copyrights of comp
Slide 39: A €60 million investment in clean air technology
A € 60 million investment in clean air technology Key facts • Transformation of 6,200 m2 site in Berlin Berlin factory • Production of vacuum interrupters • Highly automated, fully digitally for clean air Blue switchgear being connected ramped up • Entirely green energy supply • Powered 100% by rene
Slide 40: The world's first SF6-free high-voltage switchgear with clean air insulation
The world’s first SF6-free high-voltage switchgear with clean air insulation Key facts • Customer: Netze BW GmbH, Circuit breakers Germany • Installation of two SF6-free 3AV1 Blue • Modernization of a 110 kV substation Circuit Breakers for 145 kV in Noerdlingen • Vacuum interrupter technology • Clea
Slide 41: The world's first SF6-free gas-insulated switchgear with clean air and vacuum
The world's first SF6-free gas-insulated switchgear with clean air and vacuum technology Key facts • Customer: BKK Nett, Norway Gas-insulated switchgear • Modernization of a 145 kV Koengen • Installation of 3 bays of the 8VN1 substation in Bergen – Norway's Blue GIS for 145 kV largest cruise port •
Slide 42: The world's first facility combining eco-efficiency and digitization
The world's first facility combining eco-efficiency and digitization Key facts • Customer: Netze BW, Burladingen, Gas-insulated switchgear Germany • Installation of five 8VN1 Blue GIS • Capacity of 80 MVA bays with low-power instrument transformers (LPIT) • Blue portfolio goes digital with • Vacuum
Slide 43: Substation upgrade using F-gas free Blue circuit breaker technology
Cutting-edge substation upgrade using our F-gas free Blue circuit breaker technology Key facts • Customer: National Grid Gas-insulated switchgear • Location: Ayer, Massachusetts, US • F-gas free DT CB to serve several North Central Massachusetts • Operation requires no SF6 or any communities other g
Slide 44: First SF6-free gas-insulated busducts with clean air for Alyth substation
First SF6-free gas-insulated busducts with clean air for Alyth substation Key facts • Customer: Scottish & Southern Gas-insulated busduct Electricity Networks • New switchgear for 275 kV Alyth • Location: United Kingdom substation, including infrastructure ready for future scalability to 400 kV • Op
Slide 45: Hornsea 3: the largest wind park worldwide
Hornsea 3: the largest wind park worldwide including the 2000th 8VM1 Blue GIS bay Key facts • Customer: Siemens Gamesa Gas-insulated switchgear Renewable Energy for Ørsted • Installation of 197 bays of SF6-free • 2.9 GW-capacity offshore wind farm 8VM1 Blue GIS for 72.5 kV within an located off the
Slide 46: EU supported GWP < 1 and PFAS-free developments from SE
Currently EU supported GWP < 1 and PFAS-free developments from SE Project MISSION Project LIFE Blue GIS Project LIFE Blue LT • Clean air LT • Clean air DC GIS • Clean air GIS • Clean air LT 420 kV, 4000 A, 63 kA 550 kV, 5000 A, 63 kA 420 kV, 4000 A, 63 kA 245 kV, 4000 A, 63 kA • Pilots in 2026 • Lab
Slide 47: 5. Outlook for the future
5. Outlook for the future Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Energy, 2026
Slide 48: Blue roadmap to zero emissions
Blue roadmap to zero emissions F-gas-free high-voltage equipment for sustainable power grids Blue portfolio available 2026 2027 2028 2029 beyond 2024 VI factory Dead tank 145 kV 145 kV 72.5 kV 245 kV 362 kV 550 kV 800 kV circuit breaker 40 kA 63 kA 40 kA 63 kA 63 kA 63 kA 63 kA Live tank 72.5 kV 145
Slide 49: Disclaimer
Disclaimer Subject to changes and errors. The information given in this document contains only general descriptions and/or performance features which may not always specifically reflect those described, or which may undergo modification in the course of further development of the products. The reque
Slide 50: Thank you for your attention!
Thank you for your attention! Published by Siemens Energy Grid Technologies E-mail: support@siemens-energy.com Further reading: • Siemens Energy Blue products • Siemens Energy Blue partnerships & more siemens-energy.com Siemens Energy is a trademark licensed by Siemens AG. Unrestricted © Siemens Ene