UBS On-Air: Market Moves Sustainable Investing Perspectives: Renewable energy & Infrastructure trends
Mar 11, 2026
Chris Leslie, Senior MD at Macquarie Asset Management focused on energy transition, and Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, discuss renewable and infrastructure trends. They cover surging electricity demand, supply-chain and permitting pressures, shifting data center geography, grid modernization needs, and innovations from batteries to sustainable aviation fuels.
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Hyperscalers Are Driving Urgent Electricity Demand
- AI data centers, industrial reshoring, and electrification are rapidly accelerating electricity demand.
- Jay Dobson notes hyperscalers prioritize speed to power, prompting mobile power, delayed retirements, and urgent new supply needs.
Renewables Provide The Fastest Scale-Up Today
- Renewables currently deliver the fastest large-scale supply response with about 50 gigawatts added per year in the U.S.
- Chris Leslie highlights that renewables' supply chains and construction are geared for rapid deployment compared with gas or nuclear.
Stay Invested In Renewables Despite Policy Noise
- Continue investing in renewables despite policy noise because existing tax credits and private-land projects sustain growth.
- Jay Dobson advises monitoring permitting reforms but expects little disruption to near-term renewable additions.