Short wires, and the grid capex supercycle has begun, accelerated by electrification and the AI revolution.
Short supply chain stability, and circular economy models are becoming cost-competitive with linear ones, accelerated by geopolitical fragmentation.
Short the right talent, and the re-skilling market is growing with speed, accelerated by AI’s impacts on the labor market.
Short water, and hyperscalers, regulators, and communities are assigning more value to it, accelerated by increasing water stress and demand from data centers.
Short operational predictability, and adaptation and resilience solutions are becoming an inevitable economic opportunity, accelerated by physical climate risks.