Powering AI: Why Energy Is Back in Focus (and What’s Driving It)

Power, not oil, is where the action is. Electrification trends, boosted by AI, are accelerating the growth of the traditionally flat power sector. In this episode, Sean Kenney sits down with MFS portfolio manager Jude Jason to decode what’s really driving power demand, where the bottlenecks are and how investors can navigate the messy middle of the energy transition. They also reveal three durable lanes presenting attractive investment opportunities today and map out how the energy sector may evolve in the years ahead. Listen in for signals to help you cut through the hype and stay ahead.