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AllianceBernstein: Power Play: How To Invest Smarter in the Race for Electrification
Though the new US policy focus is on oil and gas, wider opportunities still beckon. NORTHAMPTON, MA / ACCESS Newswire / March 25, 2025 / Abundant low-cost energy is foundational for President Trump's program. Yet, while his initiatives to fast-track ...
About this update from Alliancebernstein Holding L.p.
[{"type":"text","content":"Though the new US policy focus is on oil and gas, wider opportunities still beckon.","length":83,"tagName":"p"},{"type":"text","content":"NORTHAMPTON, MA / ACCESS Newswire / March 25, 2025 / Abundant low-cost energy is foundational for President Trump's program. Yet, while his initiatives to fast-track oil and gas development have grabbed the headlines, they're only a part of the energy picture. We believe equity investors will continue to find good opportunities in renewable energy and particularly in the infrastructure for electricity transmission and storage.","length":438,"tagName":"p"},{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":1280,"height":608,"url":"https://media.zenfs.com/en/accesswire.ca/3613d01a779817850ff8782eb588a3bf"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/CRz.v2prFF27kCgKyPgxNg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTQ1NjtjZj13ZWJw/https://media.zenfs.com/en/accesswire.ca/3613d01a779817850ff8782eb588a3bf","width":960,"height":456},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/Ex1yX9_THg2LE6VUVzfJuA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xMTQwO2NmPXdlYnA-/https://media.zenfs.com/en/accesswire.ca/3613d01a779817850ff8782eb588a3bf","width":1200,"height":570}}},{"type":"text","content":"Power Needs Are Growing","length":23,"tagName":"p"},{"type":"text","content":"Power needs in the US and across the world are growing at a pace and scale that require multiple power generation solutions. Renewable energy projects are set to become a much larger part of the mix because of two key advantages: low costs and speed to market. Though recent policy changes in the US-and budget pressures across Europe-may temper that trend, they won't stop it, in our view (Display).","length":404,"tagName":"p"},{"type":"text","content":"The Need for Speed","length":18,"tagName":"p"},{"type":"text","content":"Speed to market is an important consideration. In the US, for instance, AI is substantially increasing power demand at a time when significant amounts of coal-fired power generation are being retired: the vast majority of coal plants are too old and costly to run. Wind and solar are often the only viable replacements for two reasons: first, they can come onstream fastest; and second, even without subsidie...