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UBS Asset Management

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O’Connor Global Multi-Strategy Alpha Monthly Letter: An energy transition inflection point

O’Connor Global Multi-Strategy Alpha Monthly Letter- An energy transition inflection point

As we pass the halfway mark of 2025, the energy transition landscape has undergone significant transformation. US policy shifts under President Trump – including the One Big Beautiful Bill Act (OBBB), executive orders supporting nuclear and clean energy, and broader deregulation – have reshaped global energy dynamics.

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