Conduits of Growth & Category Expansion
Exposed to Strong Underlying MegaTrends
▲ Atkore
Demand Driver by
Key Product Area
"Electrification of
Everything"
Grid
Hardening
Digital
Infrastructure
Growth in
Renewables
(Illustrative Impact)
Plastic Pipe, Conduit & Fittings
+
+++
+++
+
Metal Electrical Conduit & Fittings
+
++
+
Metal Framing, Cable Management
& Construction Services
+
+++
+
Electrical Cable & Flexible Conduit
+
+
Mechanical Tube
+
+++
A
Atkore
According to a study from
Princeton University, electrifying
nearly all transport and buildings
could contribute to doubling or
more the amount of electricity
used in the U.S. by 2050. That
would lift electricity's share of
total energy used to close to 50%
from about 20% today.
Source: The Wall Street Journal.
In 2021, PG&E announced plans
to underground 10,000 miles of
powerlines
For Florida Power & Light's (FPL)
Storm Secure Power Line
Program, approximately two
dollars from every paying
customer every month goes
toward the initiative
Source: Company websites.
Double digit increase in data center
spend through 2026
$65B committed for broadband
deployment by the Infrastructure
Investment and Jobs Act (IIJA)
$39B in manufacturing incentives for
semiconductor manufacturing from
the CHIPS and Science Act
Source: International Data Corporation; U.S.
Chamber of Commerce; WhiteHouse.gov
A
Expect greater than 50% of US
power supply from renewables by
2035
In 2021, 46% of all new electric
capacity added to the grid came
from solar
▲ Various investments throughout
the value chain included in the
Inflation Reduction Act (IRA)
Source: McKinsey; Solar Energy Industry
Association; Sidley.View entire presentation