Enverus

MARCH 11, 2025

If you are a believer in the gigawatt scale data center story, you should have long exposure to data center supply chain equities where ~$30B/GW will flow into high margin businesses, compared to ~$2B/GW in energy. GW by 2027, one of the largest data center campuses in the world.

Drivers 147

Drivers Maintenance Manufacturing Supply Chain 147

Rextag

MARCH 3, 2025

Several new major oil and gas projects are set to launch by the end of 2027. The broader energy industry has struggled with high costs, supply chain disruptions, and regulatory uncertainty in renewable energy projects. Large-scale solar investments have also faced supply chain disruptions and declining profit margins.

Oil 40

Oil Gas Energy Energy 40

Oil and Gas Investments

FEBRUARY 15, 2025

SUPPLY CHAINS ARE NOT YOUR FRIEND Mobileye identified they had an inventory problem in late-2023. We still believe that 2027 is really the right timing for introduction of these systems. Yet, new deals could set the stage for 2027-28 growth and that might be enough for the market. The longer story is why.

IT 52

IT E&A Drivers E&P 52