Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities.
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Business Jets: Market Dynamics Support Continued Growth
In this episode of RBC’s Industries in Motion, Ken Herbert (Aerospace & Defense Analyst) and James McGarragle (Canadian Airlines & Aerospace and Diversified Industrials Analyst) discuss with Walter Spracklin (Canadian Research Management and Co-Head of Global Industrials Research) their positive outlook for the business jet industry, including an overview of the market and leading manufacturers, the increase in demand for business jets resulting from the COVID-19 pandemic, current positive demand trends and supply chain constraints, and ESG considerations.
15 Aug 2024TRANSCRIPT
Why Fintechs’ Mood is More Upbeat than the Market’s
RBC’s 9th Financial Technology Conference brought home how far the sector has evolved. In the latest episode of Industries in Motion, Financial Technology Analyst Dan Perlin highlights the diversity of today’s industry and explores the trends that indicate where it will go next.
9 Aug 2024TRANSCRIPT
Power, Utilities & Infrastructure: Powering global datacenter growth
In this episode, Shelby Tucker (Managing Director, U.S. Power & Utilities Analyst), Elvira Scotto (Managing Director, Midstream & Pipelines Analyst) and Robert Kwan (Managing Director, Head of Global Power, Utilities & Infrastructure Research) at RBC Capital Markets discuss the potential for significant future growth in electricity consumption driven by increasing datacenter capacity. Given the rising demand for cloud computing and AI, we explore the opportunities and challenges for power generators, regulated utilities and midstream infrastructure companies as it relates to the growth in datacenters, which are large consumers of electricity, mostly driven by computing power and cooling needs. Recent announcements highlight the potential growth in electricity demand driven by datacenter capacity expansions, and in the U.S., our findings show that datacenters could represent about half of the power demand growth through 2026. We expect demand to accelerate beyond 2026 as the grid tries to catch up to a large backlog of projects, and also expect other regions to benefit.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
10 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 6 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
0
Social presence
0
YouTube
0
Engagement
27
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