Rowan says consulting firms' 2030 energy forecasts are wildly scattered, showing data center equity is a fundamental bet.
“The fact is if experts looking out not all that far have no idea, we are making a fundamental bet on equity.”
Rowan says consulting firms' 2030 energy forecasts are wildly inconsistent, resembling a scattered plot.
“And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.”