Jul. 11 at 8:05 PM
The next big energy opportunity may not be on everyone’s radar yet.
The behind-the-meter (BTM) market is projected to expand from roughly
$108B to over
$520B, creating significant opportunities across distributed power and energy infrastructure.
Most investors already know
$BE, but fewer are paying attention to
$CEPL. That’s exactly where I like to look-before a theme becomes crowded.
As AI data centers and enterprise power demand continue to grow, companies with exposure to next-generation energy solutions could attract increasing investor interest.
Definitely keeping
$CEPL on my watchlist alongside
$BE.
