RWE: Electricity is the Lifeblood of AI Infrastructure. Will the Forecast be Raised?

RWE - Electricity is the lifeblood of the AI infrastructure, making access to the grid, a stable supply and the expansion of power generation capacity more important. The demand for electricity will grow significantly in the coming years, which is also due to reindustrialization and electrification. Estimates for the USA assume an increase in annual electricity demand of 2.4% to over 3%. As a supplier of green electricity, RWE will benefit if prices and volumes rise and hyperscalers conclude power purchase agreements at significantly higher prices...