The Stocks to Own in the Energy Race: “Exceptional Demand”

The Stocks to Own in the Energy Race: “Violent Demand”

Alexander Jansson is interviewed by EFN Ekonomikanalen about the energy race and where he sees buying opportunities. He views the global energy shortage as a buy signal rather than a warning sign, but cautions that Europe risks falling further behind the US by hampering data center expansion.

Alexander’s Market View

• Demand for energy far exceeds supply – a structural problem, not a temporary disruption
• European data center moratoriums are worsening the region’s competitive position relative to the US
• CB Fonder has increased its exposure to energy stocks

Favorite Stocks

Grid & Electrification: ABB, Schneider Electric, Legrand, Quanta Services

Cables: NKT, Prysmian

Energy Production: Siemens Energy, GE Vernova, Wärtsilä

Copper Exposure: Sandvik, Metso

Read the full article here. (In Swedish)

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