Report
Sarah Godfrey

BlackRock Energy & Resources Income | Power is knowledge in the AI revolution

BlackRock Energy and Resources Income Trust (BERI) is well placed to benefit from strong growth in global power demand, including from (but not limited to) AI and datacentres, which has ramifications for all three of its market segments – mining, traditional energy and energy transition – given the resource intensity of building future-fit infrastructure. In this note, we take a deep dive into the AI theme from a resource perspective, as well as looking more broadly at the factors underlying a forecast 50% increase in electricity consumption in the coming 15 years and the challenges involved in servicing this demand.
Underlying
Blackrock Energy and Resources Income Trust Plc

BlackRock Commodities Income Investment Trust is an investment trust company. Co.'s principal activity is portfolio investment.

Provider
Capital Access Group
Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Analysts
Sarah Godfrey

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