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The Multi-Trillion-Dollar Energy Race
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Markets are fixating on the billions being invested in AI. But a second massive investment story related to energy is emerging and investors need to pay attention. In this episode of Barclays Brief, host Patrick Coffey speaks with Harry Mateer, Head of Americas FICC Research at Barclays, about why energy could become one of the defining macro themes of the coming decade. As energy security concerns persist, economies electrify and AI accelerates demand for power, the world must build and maintain multiple energy systems at once, requiring investment on a scale markets may be underestimating. Mateer explains why demand is growing across virtually every major energy source, why annual energy…