The new geometry of global energy demand
Projections to 2030 show an impressive leap: global demand for electricity is expected to be four times greater than in 2020, driven mainly by the US, China, and Europe.
This is the materialization of advances in AI, data centers, and electrification, sectors that make it clear that the energy bottleneck will be one of the central themes of the next decade.
And that's why I'm increasingly focused on energy companies—and I intend to double my investments in this sector in the coming years.