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Emerson Electric: Execution Required For Higher Value
EMREmerson(EMR) Seeking Alpha·2024-05-30 17:07
LifestyleVisuals/E+ via Getty Images Introduction There are several key trends that driving an increase in fixed asset investments (power, plant & equipment) such as climate change or decarbonization (coal, oil & gas to renewable electricity), which also stimulates energy efficiency as well as EV (Electric Vehicle) conversion. Add to this the rapid AI implementation that propels data centers and increased energy needs. Finally, the defense and aerospace sectors are in a re-arming phase with what some ma ...