The global surge in energy consumption is creating significant opportunities for investors. On the latest Odd Lots podcast, Cohen & Steers senior vice president Tyler Rosenlicht discusses the core principles of infrastructure investing. He explores how capital can be deployed to capture growth in this essential sector, moving beyond traditional utilities.

Rosenlicht joins hosts Joe Weisenthal and Tracy Alloway to analyze whether data centers—power-hungry facilities driving the AI boom—could paradoxically help lower electric bills. The conversation centers on the economics of scaling power generation and transmission to meet unprecedented load growth from tech and industrial users.

For investors, the key question is identifying which companies are best positioned to finance and build the new energy infrastructure. This involves evaluating renewable energy projects, grid modernization, and the complex permitting landscape. The discussion highlights the long-term capital requirements and potential returns in this critical sector.