Geopolitical conflicts and the AI boom are driving up demand for energy supply, benefiting companies in the electricity supply chain, BlackRock Investment Institute say in a note. "Many governments and companies are prioritizing resilience [in energy supply]," they say. Assets such as power equipment, batteries, grids, and critical materials are gaining from the rising electricity demand, BlackRock Investment Institute say in a note. (miriam.mukuru@wsj.com)
Dow Jones Newswires
Companies in Electricity Supply Network Gain as Demand Rises — Market Talk
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Geopolitical conflicts and the AI boom are driving up demand for energy supply, benefiting companies in the electricity supply chain, BlackRock Investment Institute say in a note. "Many governments and companies are prioritizing resilience [in energy supply]," they say. Assets such as power equipme…