Private Infrastructure:Despite meaningful policy uncertainty around energy policy and its associated effects on power markets, demand growth and a need for new power capacity is the consensus amidst increased re-shoring, voracious power demand from data centers and increased electrification. Specifically, key markets for data centers globally are experiencing power shortages, constraining overall market growth while also necessitating the buildout of additional baseload and intermittent generation resources.
Private Infrastructure:Despite meaningful policy uncertainty around energy policy and its associated effects on power markets, demand growth and a need for new power capacity is the consensus amidst increased re-shoring, voracious power demand from data centers and increased electrification. Specifically, key markets for data centers globally are experiencing power shortages, constraining overall market growth while also necessitating the buildout of additional baseload and intermittent generation resources.
Private Infrastructure:Despite meaningful policy uncertainty around energy policy and its associated effects on power markets, demand growth and a need for new power capacity is the consensus amidst increased re-shoring, voracious power demand from data centers and increased electrification. Specifically, key markets for data centers globally are experiencing power shortages, constraining overall market growth while also necessitating the buildout of additional baseload and intermittent generation resources.
Private Infrastructure:Despite meaningful policy uncertainty around energy policy and its associated effects on power markets, demand growth and a need for new power capacity is the consensus amidst increased re-shoring, voracious power demand from data centers and increased electrification. Specifically, key markets for data centers globally are experiencing power shortages, constraining overall market growth while also necessitating the buildout of additional baseload and intermittent generation resources.
Recent market comment from one of the largest global managers of private capital:
Private Infrastructure: Despite meaningful policy uncertainty around energy policy and its associated effects on power markets, demand growth and a need for new power capacity is the consensus amidst increased re-shoring, voracious power demand from data centers and increased electrification.
Specifically, key markets for data centers globally are experiencing power shortages, constraining overall market growth while also necessitating the buildout of additional baseload and intermittent generation resources.
TBN Price at posting:
16.0¢ Sentiment: Buy Disclosure: Held
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