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Flipping the Switch

March 12, 2025

Renewed Growth Opportunities in Energy

A new technological revolution is driving an unprecedented surge in electricity demand. This dramatic shift has far-reaching implications for energy infrastructure. AI training models require up to 10 times the power of traditional cloud workloads. Additionally, the electrification of vehicles, homes, and industry has contributed to this unprecedented surge in demand.

Fossil Fuel assets Are Fossils No More

The surge in electricity demand is creating massive opportunities in energy infrastructure, and oil and gas remain the backbone of this transformation. Investors positioned in pipelines, storage, and power generation https://ppbcapitalpartners.com/wp-content/themes/ppbcapitalpartners-v2/assets stand to benefit from long-term, stable cash flows.

As energy security remains a top priority for governments worldwide, midstream infrastructure—the assets that transport, store, and distribute energy—is becoming even more valuable. The companies building natural gas power plants, LNG terminals, and pipeline expansions are driving the next phase of energy investment, making this a compelling sector for long-term growth.

As opportunities for growth in oil and gas assets continue to increase, so do the associated risks. Here are a few key questions to consider before taking your next step:

• Is your portfolio positioned to capitalize on the surge in energy demand?
• Are you exposed to the critical infrastructure fueling the AI and electrification boom?
• Have you considered private market assets for a more durable portfolio?