Navigating Power Infrastructure Investments

This chapter delves into the complexities of power infrastructure investment amidst technological advancements and market changes, emphasizing the impact of AI and data centers on growth potentials. It discusses the intricate relationship between natural gas and oil, the demand outlook for various energy sources, and the evolving nature of renewable energy investments. Through historical parallels, the speakers highlight the dynamics surrounding future supply agreements and the potential for significant returns in megaprojects.