Demand for energy—especially electricity—surges worldwide, sparking a race to profit. Investors wonder whether raw commodity miners, equipment makers, pipelines, or utilities will lead the charge. In a recent podcast, Tyler Rosenlicht of Cohen & Steers weighs in. He explains how infrastructure assets can capture this growth for investors worldwide.

Rosenlicht outlines three pillars of infrastructure investing: stable cash flows, long‑term contracts, and regulatory certainty. He notes that the shift toward renewable sources reshapes pipeline and utility roles, while equipment firms adapt to new grid demands. These dynamics create fresh opportunities for diversified portfolios in the energy sector worldwide today.

Looking ahead, analysts predict that infrastructure funds will chase higher yields amid inflationary pressures. Investors should monitor regulatory changes in electricity markets and the pace of renewable adoption. Rosenlicht advises staying nimble, leveraging data analytics, and focusing on assets that deliver resilient, long‑term returns for investors in the energy sector.