TAMIM Global Equities – The U.S. Grid and Nuclear Power: Opportunities in the Energy Transition

TAMIM Global Equities – The U.S. Grid and Nuclear Power: Opportunities in the Energy Transition

17 Feb, 2025 | Energy, Global Equities, Webinar Snippets

Written by Robert Swift

Is U.S. grid modernisation the next big investment opportunity? Robert Swift highlights the rising demand from data centers and renewables, pointing to companies like Emcor, Quanta, and Hitachi as key beneficiaries. He also underscores nuclear energy’s growing role, including small modular reactors, in addressing AI-driven electricity needs, presenting a strong case for tapping into these transformative trends.

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