Ken Baumgartner Profile
Ken Baumgartner, CFA
Investment Director
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Insights By Ken Baumgartner

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Carbon emissions Energy Utilities Equity Thematic exposure Enduring assets program Global Industry Research Article
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Power hungry: Why the energy transition may depend on storage and flexibility

See why our utilities experts see demand for large-scale batteries and flexible-power generation growing more than consensus.

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Article
2024-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Carbon emissions Energy Utilities Global Industry Research Fundamental equity Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Power move: Why electric utilities may be the key to the energy transition

As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.  

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Multiple authors

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Whitepaper
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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