Demand for power has been relatively flat over the last decade, but that is changing dramatically. We are seeing a step-change in power demand across a range of sectors and some of the biggest drivers include: 

1. Electrification of industries: This includes heavy industries e.g. steel and transportation including electric vehicles.
2. Onshoring of critical industries: We are witnessing a trend in increased movement of factories closer to home and demand centers, particularly in the United States, therefore, triggering increased demand for power generation where the factories are being set up.
3. Electricity demand: From buildings for basic needs such as heating and cooling.
4. Powering data centers: The build-out of data centers needed to drive the generative artificial intelligence revolution requires access to power. 

Bottom Line 

The demand for power is diversified and steep, and the world is going to need a multitude of solutions to meet this demand spanning both renewable and traditional sources of energy. This creates an attractive investment opportunity for infrastructure investors across multiple sectors such as renewable power, midstream, electricity transmission and distribution.

Reach out to learn how Brookfield is helping investors capitalize on this opportunity set.

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