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Michel Sznajer, Portfolio Manager at Redwheel, reveals how accelerating electricity demand is reshaping the energy sector. He argues that underlying consumption growth and sector consolidation are likely to foster the rise of new electricity majors. Traditional energy allocations may overlook this structural transformation.

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Rethink energy exposure: ignore electricity at your peril – Redwheel

Is your portfolio prepared to capture the emergence of a new kind of energy major?

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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