DiscoverFINANZ PodcastElectrification/AI-Boom drives Step Change in Power Demand
Electrification/AI-Boom drives Step Change in Power Demand

Electrification/AI-Boom drives Step Change in Power Demand

Update: 2025-10-07
Share

Description

The global energy landscape is at a tipping point. Widespread electrification, a revival in manufacturing, and reshoring efforts are converging with the explosive growth of AI to push electricity demand to unprecedented levels. Christian Roessing, Lead Portfolio Manager of the ENETIA Energy Transition Fund at de Pury Pictet Turrettini, will outline why these forces are reshaping investment opportunities in the sector. With over 16 years in thematic equity investing, including leadership roles at Pictet and Vontobel Asset Management, Christian brings a seasoned perspective on identifying companies delivering technology solutions for renewable energy, grid modernization, and efficiency gains. This session will unpack how strong demand fundamentals, combined with innovation and cost efficiencies, can help offset policy uncertainty—offering investors both resilience and growth potential.
đź”— finanzen.ch
đź”— de Pury Pictet Turrettini


Disclaimer

DE: Der Inhalt dieser Folge dient der allgemeinen Information und ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt sich nicht um Anlageberatung.

 

EN: The content of this episode is for general information purposes only and does not constitute a recommendation to buy or sell specific financial instruments. All information is provided without guarantee and does not constitute investment advice.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Electrification/AI-Boom drives Step Change in Power Demand

Electrification/AI-Boom drives Step Change in Power Demand

JHM Finanzmesse AG