The demand for electricity is increasing far faster than expected, driven by climate change, the need to reach net-zero carbon emissions, and now data center demand to make AI proliferation possible. I have analyzed several companies in this valueExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learnin ...