Power Play: How To Invest Smarter In The Race For Electrification
2025-03-04 06:06:00 ET
Summary
- While Trump’s initiatives to fast-track oil and gas development have grabbed the headlines, they’re only a part of the energy picture.
- Power needs in the US and across the world are growing at a pace and scale that require multiple power generation solutions.
- In the US, AI is substantially increasing power demand at a time when significant amounts of coal-fired power generation are being retired.
- The push for energy efficiency, the increase in data centers and local regulations are all driving electrification.
By David Wheeler, CFA | Erin Bigley, CFA | Ian McNaugher, CFA | Jayme Lisiewski ...
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