Chat Reynders talks to Bloomberg about grid modernization investment opportunity

The combination of rapidly increasing power demand and aging electricity infrastructure is driving a wave of grid technology innovation. Utilities and grid operators are being pushed to add capacity, improve reliability, and modernize systems that weren’t built for today’s load growth, making grid hardware, software, and storage increasingly central to the energy transition.
Chat Reynders, Chairman and Chief Executive Officer of Reynders, McVeigh Capital Management, spoke with Bloomberg about how grid technology and infrastructure can create a long-term investment opportunity.
“We see the opportunity to compound returns and have outsized returns in grid technology over the next 10 years,” Reynders said.
The road ahead demands a strategic reevaluation of our energy priorities while embracing innovation. At Reynders, McVeigh, our research team is closely tracking the companies and technologies enabling grid modernization so we can identify durable, long-term opportunities as this trend accelerates.
Access the full article here (paywall): “This Is Where the Smart Green Tech Money Is Heading in 2026”
DISCLOSURE: The commentary provided by an employee of Reynders, McVeigh Capital Management, LLC (“RMCM”) in the article referenced above is subject to change and represents the current, good-faith views of RMCM at the time of publication. The commentary is educational in nature and these views are not intended to forecast future events or guarantee future results. These views may not be relied upon as investment advice, and this interview is being shared for informational purposes only.
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