For decades, the grid was the most boring, unseen part of the energy conversation — until now. In this episode of Pathways, Daniel McCormack, Head of Research at Macquarie Asset Management, is joined by Audrey Lee, Research Analyst and author of the paper Grid Capex in the Age of Renewables and AI, to discuss why the electricity grid has become the binding constraint on the energy transition, the AI buildout, and industrial growth. They cover the $5.9 trillion investment gap and how it plays out differently across Europe, India, and China, the twin problems of aging and missing grid infrastructure, and how data centre demand is reshaping regulation, tariffs, and the race for behind-the-meter power.

For more information about this episode, including a transcript, and to explore Macquarie's multi-asset capabilities, please visit: https://www.macquarie.com/about/company/macquarie-asset-management/institutional/insights/grid-capex-in-the-age-of-renewables-and-ai.html

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