Electricity demand is rising as industrial electrification advances, data centres scale up and EV adoption grows. This is increasing the need for modern and climate-aligned power networks, benefiting utilities focused on the transition, manufacturers of grid and distribution equipment, and companies providing energy-efficient technologies and cooling systems.
The clean-technology value chain is also widening. A nuclear revival is supported by policy frameworks and AI-related baseload needs. Copper remains central to electrification and renewable deployment, while steady EV momentum is reinforcing demand across batteries, power systems and key transition-related materials.
Within fixed income, expanding green-bond markets continue to channel capital towards grid upgrades, energy-efficiency initiatives and low-carbon transport, areas where governments play a central role and where sovereign green bonds are particularly relevant given their focus on large-scale infrastructure investment.
