BN Made very Bullish Predictions about Energy in its 2026 Outlook
$Brookfield Corp(BN)$ made very bullish predictions about energy in its 2026 outlook:
"Global electricity demand from data centers will grow 17% annually by 2050. Massive infrastructure investment will be required to keep up with the demand.
Global power investment is expected to reach $3.3 trillion in 2025, with over 60% directed toward renewables, storage, and grid optimization."
They see grid infrastructure as the key bottleneck since more than 70% of global transmission lines are over 25 years old, and interconnection queues for new renewable projects are stretching close to a decade.
This is where two investment themes stand out:
- Grid infrastructure
- Behind the meter arrangements
Grid will necessarily need to be upgraded, and transmission capacity should be enhanced to handle increasing loads. Energy infrastructure contractors like $Quanta(PWR)$ , $MasTec(MTZ)$ , and $Dycom(DY)$ will massively benefit from this.
Meanwhile, data center builders and operators will increasingly move toward behind-the-meter arrangements to bypass the interconnection queues, which will benefit independent power producers like $Talen(TLN)$ , $Constellation Energy Corp(CEG)$ , $Vistra Energy Corp.(VST)$ , and $NRG Energy Inc(NRG)$ .
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