Energy Demand Boom Sparks Debate Over Who Will Profit
The surging global demand for energy, particularly electricity, is creating a significant debate about which companies are best positioned to capitalize on this trend, according to Bloomberg. The question of who will profit most from this boom – raw commodity companies, equipment manufacturers, pipeline operators, or utilities – is at the forefront of discussions within the energy sector.
On January 15, 2026, Bloomberg's "Odd Lots" podcast featured Tyler Rosenlicht, Senior Vice President at Cohen & Steers, to discuss the intricacies of infrastructure investing and the evolving landscape of energy demand. Rosenlicht, a portfolio manager for Global Listed Infrastructure and head of Natural Resource Equities at the firm, provided insights into how infrastructure investing works, its recent changes, and his perspective on the ongoing energy demand boom. The podcast explored the general ideas behind infrastructure investing.
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