European Utilities Conference: The Electricity Infrastructure Deficit

Goldman Sachs identifies a massive structural infrastructure deficit in the European power industry, which, combined with AI-driven datacenter demand and energy security, is initiating a multi-trillion euro earnings super-cycle.

Key Takeaways

• 1.The power industry faces a growing infrastructure deficit across the value chain due to rising consumption and supply constraints.
• 2.Electrification in Europe is set to accelerate, driven by energy security concerns following recent crises.
• 3.Datacenter demand, fueled by AI, is a significant rising opportunity with Europe's capacity potentially tripling by 2031.

Table of Contents

• Growing infrastructure deficit in electricity
• Energy security to speed up electrification
• Datacenters opportunities are on the rise
• Electrification and AI to drive a generational earnings super-cycle
• Favor transformative electrification stories, renewables, and energy security infrastructure providers
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Regulatory disclosures

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