- Quanta Services Inc. (PWR)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Itron Inc. (ITRI)
- NV5 Global Inc. (NVEE)
Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.
My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?
I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.
Thanks!
Heather
My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?
I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.
Thanks!
Heather
5i Research Answer:
1) Probably. As much as governments tend to worry about other things, this issue we think is relevant enough to get some real attention and money. 2) This summary will explain this better than we can. 3) Three interesting companies servicing the sector are ITRI, NVEE and PWR. HPS.A also makes transformer components.