Latest / UBS Trending / The Now, Sustainably - Ep. 2

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The Now, Sustainably - Ep. 2 · UBS Trending

• 0:00
  If you've been watching the news, you may have seen
• 0:02
  some of the new executive orders
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  coming out of the new administration.
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  President Trump declared
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  the first ever national energy emergency,
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  and this executive order is designed to support U.S.
• 0:13
  energy production, particularly in fossil fuels.
• 0:16
  If you're an investor in SI, you may have two questions.
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  One,
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  How might this affect the U.S.
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  energy mix?
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  And two,
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  what does this mean for
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  investment opportunities and renewable energy?
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  However, what we see is that the expansion of renewable energy
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  capacity continues as market signals determine energy mix.
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  Oil prices will be the main determinant if U.S.
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  energy production increases, and increases in energy production
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  can support increased energy demand from technologies like AI,
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  plus wind and solar two energy sources
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  not included in the executive order
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  or cheaper than gas in most of the US.
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  And as technology advances, we see room for
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  these sources to become even cheaper.
• 1:00
  For investors,
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  we continue to see growth in renewables, particularly
• 1:04
  given increase energy demands from AI.
• 1:07
  If you're looking to learn more, please go to ubs.com/cio
• 1:11
  or talk to your UBS advisor.