The energy transition faces a changing power market.
Electrification, artificial intelligence, and data centers are increasing the demand for power and infrastructure, while higher interest rates, geopolitics, and capacity challenges are affecting the investment landscape. What does this mean for the fund DNB Renewable Energy going forward?
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The energy transition is no longer just about climate and emission cuts. Energy security, competitive energy prices, and digital transformation have gained greater importance, with electricity as a central driving force.
In the webinar, Jorgen Mork and Portfolio Manager Christian Rom engages in a conversation about how these changes affect DNB Renewable Energy. They discuss, among other things, the opportunities within energy efficiency and energy infrastructure, and why strong growth in a market does not necessarily lead to corresponding earnings growth for the companies.
At the same time, the development of data centers, geopolitical risk, and an increasing need for climate adaptation raise new questions about where the most attractive parts of the value chain can be found.
Christian elaborates on how he assesses opportunities and risks in today's market, what competitive advantages he looks for in companies, and how this shapes the investment strategy for the fund.
Go to the fund's website.
