Equity Research

This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.

he Global Gas and LNG markets will start normalizing after 2024 with loose market conditions likely starting in 2026 and persisting until the end of the decade.

Jefferies’ Global Research teams detail the possible implications for a slimmer consumer, with sticky behavioral changes, across 7 sectors. They identify ~80 companies that could benefit and ~80 that may find this a structural headwind.