Investing For Security In Unstable Times: Energy And Supply Chains
Source: SeekingAlpha
2025-02-15 01:35:00 ET
Summary
- Investors are digesting a barrage of US policy decisions and global technology news that has fueled market volatility.
- US power demand is projected to grow by about 2.5% a year through 2030, according to Goldman Sachs’s estimates, with AI accounting for about a fifth of total growth.
- While the anxiety is understandable, we think the trade war will actually add another catalyst for US companies to secure supply chains, which in turn, will likely bolster infrastructure investment.
By James MacGregor, CFA | Cem Inal | Luke Pryor
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors - even in these turbulent times. ...
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Investing For Security In Unstable Times: Energy And Supply Chains
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