Energy Transition Supercycle -- Stephanie Link -- CNBC -- May 10, 2024

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.