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How AI, tariffs, and the energy transition are reshaping infrastructure investing

Goldman Sachs Exchanges

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Infrastructure Investing in Transition

This chapter explores the dynamic landscape of infrastructure investing, focusing on utility solar projects, distributed generation systems, and the evolving energy efficiency technologies. It contrasts investment opportunities in the US and Europe, highlighting Europe's proactive approach to sustainability and infrastructure reforms. The discussion also examines the impacts of geopolitical uncertainties and supply chain risks on infrastructure investments, while identifying emerging opportunities in a rapidly changing market.

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