How electrification and AI are reshaping global energy markets with Natalie Adomait (Brookfield)
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Natalie Adomait is a Managing Partner and Chief Operating Officer in Brookfield's Energy Group. We discuss what’s happening in the energy market globally and the forces driving demand, along with an outlook for renewable energy, and how the energy sector is being shaped by artifi
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4 itemsHow electrification and AI are reshaping global energy markets with Natalie Adomait (Brookfield)
Power Play: Investing in Energy Infrastructure for the AI Era
The desk sees a notable shift in energy infrastructure investment driven by AI, particularly in how businesses are adapting to increasing energy demand from data centers. Per the full note from Deutsche Bank analysts, U.S. energy generation reached a record 4.43 terawatt hours last year, underscoring the growing intersection between technological advancement and energy needs. The implications of these developments are expected to reshape not only the energy sector but also economic growth trajectories, influencing capital flows in currency markets focused on energy-intensive economies.