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AI power boom lifts grid suppliers as war strains energy markets - Mar 13, 2026
As of March 13, today’s news centers on the U.S. easing sanctions on Russian oil amidst the ongoing Iran conflict, with significant implications for energy markets and policies in Europe. Helen Jewell, BlackRock’s international chief investment officer for fundamental equities, argued that clean-energy stocks were mispriced because AI-driven power demand would require not only more electricity generation, but also major investment in grids and energy infrastructure. In that view, Siemens Energy benefits as a key supplier of power equipment, while Prysmian benefits as a major cable maker…
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