Investing in Energy Infrastructure

The video discusses the increasing power demand driven by AI, semiconductor manufacturing, and population growth. It explores funding strategies for a $120 billion CapEx, the impact of the Inflation Reduction Act, and the need for diverse energy sources. The video highlights the political and economic implications of renewable investments, examines supply chain challenges, and discusses future energy demand and policies.

What is the significance of the $120 billion investment mentioned in the context of renewable energy?

What role do tariffs play in the ability to build renewable energy sources according to the speaker?

How does the speaker view the future of energy demand in relation to the new administration's policies?