Infrastructure Market Update: Power Demand on the Rise

The need for power generation is surging, driven by two key trends:

1. Growth Cycle CAPEX: The expansion of data centers and the onshoring of manufacturing are creating new electricity demand.
2. Replacement Cycle CAPEX: The shift toward renewable and/or more efficient traditional energy is driving the replacement of existing coal assets.

According to recent estimates from Boston Consulting Group, global power demand is set to quadruple from 2020 to 2040 compared to the previous 20-year period.

We believe this rapid growth in power needs will create vast investment opportunities in private equity and private debt.

If you are an RIA interested in exploring opportunities in real assets, we welcome you to contact us today..