Powering a New Era of Surging US Energy Demand: Massive Opportunities for Investors
The United States is on the brink of a massive energy boom, fueled by reindustrialization, the explosive growth of AI and data centers, and accelerating electrification. After two decades of stagnant demand, US electricity consumption is set to surge—potentially growing 3%+ annually through 2040. AI alone could drive data centers to double or triple power usage in key regions by 2030, creating unprecedented demand for reliable energy. energypolicy.columbia.edu digitalinformationworld.com datacenterdollars.com This isn’t just a challenge—it’s a multi-trillion-dollar investment opportunity across power generation, infrastructure, utilities, nuclear, geothermal, and critical minerals. Six Key Challenges (and the Stocks Set to Benefit) Resource Adequacy: Regions face…
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