This year’s military conflicts have caused disruption across energy markets, both challenging and reinforcing the investment case for fossil fuels. Infrastructure investors now need to separate the long-term trends from the short-term fluctuations.
On today’s Stories of Transformation, we’re joined by Anthony Borreca, senior managing director and co-head of energy at infrastructure investor Stonepeak, to unpack how investors are evaluating these trends.
We discuss how the energy investment case has changed this year (1:32); the impact of data centre demand (4:54) the growing role of natural gas (8:23); and investing for the long term (10:29).
