Commodity & Energy Strategy
Beta Report
The Very Energy Hungry Artificial Intelligence
Renewables’ role in power-hungry data centers is overstated. Natural gas will fill clean electricity’s data center supply shortfall, particularly in the US and Europe.
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BCA Research | GeoMacro Strategy
The first investment framework integrating macroeconomics and geopolitics, led by Marko Papic, focused on the power dynamics that drive markets.
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