The energy infrastructure sector refers to the essential systems and networks that generate, transport, and distribute energy from sources to consumers. Whether commodity prices rise or fall, the energy infrastructure sector remains in focus as long as there is a growing demand for energy, which is likely to be the case. The US power demand hit its second consecutive annual high last year, driven primarily by the rapid expansion of data centers and the rise of AI applications, cryptocurrency, domestic manufacturing growth, and the general electrification of different sectors. The trend is set to continue.
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