What opportunities do the key investment characteristics of US regulated utilities present for global listed infrastructure investors?
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Investment Insights
6 min
The growing power of US electric utilities – insights from our trip
US electric utilities are poised for unprecedented expansion driven by soaring demand from data centers, manufacturing and electrification. The Edison Electric Institute projects $1.1 trillion in capital investment over the next five years – nearly matching the past decade’s total spend. Against this backdrop, we visited key industry players across the US – from utility companies and regulators to renewable developers and data center leaders – to understand the momentum firsthand.
10 min
Governance first: Navigating the human capital risks of AI deployment
As artificial intelligence rapidly transforms the business landscape, it’s crucial to look beyond the hype and consider the broader implications. While AI promises gains in productivity, speed, and cost efficiency, this piece highlights the often-overlooked risks –such as worker displacement, reputational damage, and regulatory scrutiny – that can arise from poorly governed implementation. It advocates for a governance-led approach to AI adoption, ensuring that companies not only harness its benefits but also safeguard their people, reputation, and long-term value.
7 min
The US Environmental Protection Agency’s deregulatory shift and its implications for US utilities
Energy mix planning in the US is being reshaped by rising demand and changing regulations. The EPA’s deregulatory changes could alter coal retirement timelines and long-term investment strategies. While renewables face headwinds, the pace of coal’s decline may slow – thereby altering emissions trajectories and energy mix planning. Utilities now face near-term relief but greater long-term uncertainty.
8 min
Growth in an uncertain world: Insights from Europe & North America
While the macroeconomic clouds may be looming, global listed transport infrastructure companies such as toll roads and airports continue to look beyond the horizon and are seeing strong, long-dated demand for their assets as well as investing to accommodate future demand.
