Maple-Brown Abbott’s newest think piece, written by ESG Analyst Georgia Hall, on the huge amount of electricity that is required to power data centres. From PM Steven Kempler ‘..Our portfolio has sizeable allocation to regulated electric utilities where we believe valuations are not yet fully reflecting the underappreciated structural growth tailwinds which could persist for decades to come (such as from renewables, grid hardening & modernisation, data center growth and EV demand).’
