Weekly Power Brief: Electrical Infrastructure

This report analyzes persistent supply-demand imbalances in electrical infrastructure, noting that manufacturers are prioritizing disciplined growth over rapid expansion. Consequently, demand is expected to remain ahead of supply, supporting pricing power for companies within the 'Power and resources' investment theme.

Key Takeaways

• 1.Persistent supply constraints and labor shortages in electrical infrastructure continue to drive market dynamics, with demand expected to outpace supply for the foreseeable future.
• 2.Manufacturers are prioritizing operational efficiency and disciplined capital allocation over rapid, large-scale capacity expansion to manage the cycle prudently.

Table of Contents

• Our view in summary
• Power and resources selection list
• Weekly performance update
• Thoughts of the week
• Debottlenecking electrical equipment supply
• Johnson Controls
• Eaton
• nVent Electric
• Siemens Energy
• Supply/demand imbalances are likely to persist, benefiting Power and resources companies
• Quotes of the week
• Chart of the week
• Risk table
• 12 month rating history

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