A multi-decade capital cycle across global electricity infrastructure and hardware.

OPPORTUNITY

Energy is foundational to all sectors.

Energy has always enabled societal change, and today’s conversion of digitalization and electrification puts electricity as the fasted growing energy source for the future economy.

We’re in a window of structural change.

In our view, the power sector is in an early window of significant structural change as it works to cater to historically elevated load growth. We believe this acceleration in power demand will serve to further strengthen the pace of deployment for low emission technologies.

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