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  1. Rising US Treasury yields are driving up mortgage rates and increasing the cost of corporate refinancing, while also setting asset valuation benchmarks.

High Treasury Yields and Data Center Load Impacting Infrastructure Valuations

2 reports, 1 independent Updated Sep 22
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High U.S. Treasury yields are causing yield compression, which is impacting the valuations of utilities, much like long-duration bonds. Concurrently, the U.S. electrical demand is growing rapidly, driven by factors including hyperscale data centers, factory reshoring, and vehicle electrification. The Department of Energy projects that data centers alone could reach up to 12% of U.S. electrical demand by 2028.

From aol.com

Why it matters

Some supportBrind's analysis of the reports

This environment is forcing a wholesale grid rebuild to meet the rising load curve. Three distinct types of infrastructure companies are being tracked through ETFs, including those focused on electrical equipment, regulated utilities, and construction contractors.

Rising US Treasury yields are driving up mortgage rates and increasing the cost of corporate refinancing, while also setting asset valuation benchmarks.

From aol.com

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Rising US Treasury yields are driving up mortgage rates and increasing the cost of corporate refinancing, while also setting asset valuation benchmarks. All 2 developments

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