Locator: 47111ENERYTRANSITIONSUPERCYCLE.
Stephanie Link, excerpt from CNBC interview, May 10, 2024:
- utilities: igniting higher
- utilities and electrification, electrical stocks: energy transition supercycle
- green, clean, grid, power, data center, and, of course AI
- by 2050: $4 trillion on all of this "stuff": technology plus infrastructure
- earnings have come in much better than expected;
- 30% year/year
- mindboggling the amount of power needs for data centers: coming from CEOs of many companies
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The Book Page
Light reading for a couple of days: The Northeast Corridor: The Trains, The History, The People, The Region, David Alff, 2024.
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