Energy Security Amid Geopolitical Tensions

Geopolitical tensions in the Middle East and the energy-intensive growth of AI are driving a massive need for global energy infrastructure investment. UBS recommends Swiss investors maintain a diversified position across infrastructure, utilities, and selected commodities.

Key Takeaways

• 1.Geopolitical tensions in Iran and the Middle East highlight energy supply vulnerabilities, particularly for Europe and Switzerland.
• 2.The AI transformation is drastically increasing electricity demand, with global data center consumption expected to double by 2030.
• 3.Strategic investment opportunities lie in energy infrastructure, including grid technology, transformers, and power electronics to ensure security and cleanliness.

Table of Contents

• Energy security amid geopolitical tensions
• Global asset class preferences definitions
• Appendix
• Risk Information
• Generic investment research – Risk information

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