How to Make Money From the Booming Demand for Energy
Why it matters
The article discusses the growing demand for energy, particularly electricity, and the potential opportunities for various companies to profit from this trend, including infrastructure and natural resource equities.
Expected market reaction
Market impact analysis based on bullish sentiment with 85% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 33196
Original source
One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But obviously from there, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities. On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand. (Source: Bloomberg)
Read the full article on Bloomberg
Original article published by Bloomberg on January 15, 2026. Analysis and insights provided by AnalystMarkets AI.