‘The rapid expansion of data centers is creating significant growth opportunities for U.S. regulated electric utilities. In our opinion, this surge in demand is driving increased investment in renewable energy, energy storage, and grid modernization, supporting long-term sector growth. A recent Meta announcement in Louisiana serves as a case study to assess the value these transactions create for utilities. We believe that utilities in regions with favourable conditions—such as land availability, government incentives, and strong power infrastructure—are well-positioned to benefit.’
