The rapacious growth of Artificial Intelligence (AI) is expected to cause a dramatic increase in demand for energy and competition for land with access to utilities in the US. Our Research analysts consider these developments, and the knock-on effects on the grid, consumers and corporate sustainability strategies. Will Thompson is a Director on the Thematic Investing Research team and focuses on the energy and industrial sectors. Will joined Barclays Equity Research in 2014 and was most recently a senior analyst covering Small and Medium Cap Oil & Gas Exploration & Production (E&P) companies. Prior to that, he was part of the Oilfield Services & Equipment research team, where he ranked as an Institutional Investor Rising Star in 2017. Will previously worked in equity research in various other investment banks, covering Oilfield Services & Equipment and Airfreight, Surface, and Marine Transportation. He also spent time as a Senior Research Associate at an investment firm. Will has a Bachelor of Engineering from Dartmouth College and a Bachelor of Arts in Chemistry from Colby College. Betty Jiang is a Managing Director and senior Equity Research analyst covering the U.S. Integrated Oil & E&P industry, based in New York. Prior to joining Barclays in 2023, she headed U.S. ESG Research for Credit Suisse and was responsible for sustainability research with a focus on energy transition. She was recognized in the Institutional Investor's All-America Research survey in the ESG category in 2021. Before that, Ms. Jiang was an equity research analyst covering the E&P space for over a decade, both on the sell side and the buy side. Her team was consistently ranked in the Top 3 by Institutional Investor. Ms. Jiang holds a B.S. in Chemical Engineering from Cornell University and is a CFA charterholder. I consent to my email address being used by Barclays to provide me with personalized advertisements on third-party websites and social media platforms, as described in our Privacy Notice. An email was sent to you at the address provided. Complete your subscription by clicking the link provided to verify your email address. Sorry there was a problem. Unfortunately your subscription to our newsletter has encountered an error. In addition to the cookies we use on our website, we also use cookies and similar technologies in some emails and push notifications. These help us to understand whether you have opened the email and how you have interacted with it. If you have enabled images, cookies may be set on your computer or mobile device. Cookies will also be set if you click on any link within the email.