Energy Dynamics and Investment Opportunities

This chapter examines the interplay between energy supply and AI growth in the U.S., focusing on data centers' energy needs and the role of nuclear and gas sources. It evaluates Argentina's energy sector transformation driven by fracking and governmental changes, exploring its economic implications and investment potential. Additionally, the chapter discusses U.S. market strategies amidst political risks, emphasizing the significance of shale gas investments and sector performances in the context of potential political shifts.