Why 2025 Will Be the “Year of Energy”
Editor’s Note: Elon Musk projects that AI and its massive energy demand could soon crash our entire electrical grid…
And there’s likely only one energy source that’s capable of saving the day.
– Ryan Fitzwater, Publisher
In 2025, I expect one sector to grab more headlines than any other – and no, it’s not tech.
It’s energy.
We all need energy in our daily lives. Think about how upset we get when we don’t have it -even if it’s because of something temporary like a power outage or a gas shortage in the wake of a storm. We get nervous, anxious, angry, and eager to get back to our normal routines.
Demand for energy is increasing substantially. Global economies are growing. More people are entering the middle class and buying cars and other goods. Perhaps most importantly, cryptocurrency and artificial intelligence consume massive amounts of energy.
One of the most shocking statistics I’ve seen with regard to artificial intelligence is that a ChatGPT query requires 10 to 25 times more energy than a Google search.
Furthermore, President-elect Donald Trump has announced the creation of a new National Energy Council with the aim of establishing “energy dominance” and delivering on his “drill, baby, drill” campaign promise.
That should give a nice boost to U.S. oil production, which has already been setting records. In 2023, the United States produced more oil than any country ever for the sixth consecutive year, and that was with climate-related regulations in place. Assuming Trump repeals many of those rules, that streak will almost certainly continue and production will likely accelerate.
We’ll need the extra supply, considering global GDP growth is forecast to rise by a solid 2.7% in 2025 – about the same as the estimates for this year. With a pro-crypto president taking office and AI continuing to see increased adoption in everyday life, demand for energy will skyrocket.
Fortunately, there is a movement in the U.S. and around the world to further develop one particular source of energy that’s cheap, clean, and reliable: nuclear. It’s perhaps the one topic Republicans and Democrats in the House and Senate actually agree on.
America and more than 20 other countries, including the U.K., South Korea, and even the United Arab Emirates, have pledged to work toward tripling global nuclear energy capacity over the next 25 years.
In Trump’s first term, he was supportive of nuclear energy, as he signed the Nuclear Energy Innovation and Modernization Act and provided billions of dollars in loan guarantees to the industry.
He did not offer a lot of commentary about nuclear energy in his recent campaign or after Election Day, but if his goal is U.S. energy dominance, nuclear energy will have to be an important part of the equation.
Lastly, because of the country’s renewed focus on energy, I expect the tech sector to follow the money and increasingly offer products and services to energy companies.
I could easily see 2025 being the “year of energy” – especially nuclear energy – in the United States. There should be lots of exciting advancements and investment opportunities to follow.
Good investing,
Marc Lichtenfeld
YOUR ACTION PLAN
I just released an urgent video briefing on some of the most promising opportunities I’ve seen in the energy sector, including…
- A little-known firm that will likely become the top producer of the most vital resource in nuclear energy
- A proven and trusted manufacturer in the nuclear space that’s working on a project unlike anything we’ve ever seen before
- The company that I consider to be the #1 nuclear power operator in the country (it has more customers than it knows what to do with!).
These three stocks are perfect for investors who’d like to invest in the energy sector but don’t know where to begin.
Click here to get more details on all three.
 |
FUN FACT FRIDAY: DOW DRAMA!
Did someone say LOSING STREAK?
The Dow’s current 6-day slump is like watching paint dry compared to the ULTIMATE market meltdown of 1931!
While we’re sweating over a measly 1.6% dip this December 2024, imagine being in the shoes of 1931’s traders – they watched the market nosedive for 14 STRAIGHT DAYS!
Talk about a bad time to check your portfolio… that streak knocked out a whopping 36% of value! Makes our current “worst since April” situation look like a paper cut at a sword fight!
💫 BONUS MIND-BENDER: In just those 14 days in 1931, the market lost enough value to buy about 7.8 million Model A Fords at the time. Now THAT’S what we call a real market meltdown!
More from Trade of the Day
Dec 12, 2024
