JPMorgan's Kapnick on Europe Power Grid & Renewables Investment
THE SO WHAT
JPMorgan calling for $1T per year in climate losses by 2050 and a €1T+ grid investment push in Europe reframes energy as a structural capex story, not a cyclical one. Operators with heavy compute or manufacturing footprints in Europe should be mapping grid constraints and incentives into their site and data center plans now.
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