Energy Addition

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Energy Addition, every show

Global Power Demand Is Forcing Energy Addition Rather Than Energy Transition
“The world, from our perspective, is going through an energy addition, not necessarily an energy transition, and I think AI is really amplifying that, in that we need more energy.”
John Graham Oct 13, 2025 ▶ 47:09 John Graham – Evolution of the Canadian Model at CPPIB (EP.465)

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