AI-Driven Power Demand: Strategies Across Gas, Wind, and Uranium with RWE, Nordex, and Standard Uranium

RWE: Focus on US Ambitions and Record Figures

The Essen-based energy group RWE has mastered the 2025 fiscal year with flying colors and, as of March 2026, is in a position that is making shareholders happy. With an adjusted EBITDA of EUR 5.1 billion and a net profit of EUR 1.8 billion, the company met its own forecasts precisely at the upper end. CEO Markus Krebber leaves no doubt that this is only the beginning of a massive wave of expansion. A look across the Atlantic in particular reveals the strategic realignment: nearly half of the planned net investments totaling EUR 35 billion through 2031 are set to flow into the US market.

RWE is no longer relying solely on wind and solar. To meet the growing demand for flexible energy, the group is increasingly investing in gas-fired peaking power plants in the US. This strategy of technological openness appears to be paying off, as adjusted earnings per share are projected to rise from the current EUR 2.48 to an impressive EUR 4.40 by 2031. For investors, this primarily means planning security and an attractive dividend policy, which is expected to rise by 10% annually in the future. In Germany, RWE is also staying on the offensive and plans to build up to 3 gigawatts of hydrogen-compatible gas-fired power plants, provided the political conditions are right.

Nordex: The Wind Is Blowing at Record Levels

While RWE is making major strategic moves, Nordex is currently experiencing a veritable surge on the stock market. The Hamburg-based wind turbine manufacturer has made an impressive comeback and is currently trading at EUR 45.30, its highest level in two decades. Last year alone, the stock gained over 150%. But what is behind this euphoria? The clear answer: it is the combination of full order books and significantly improved profitability. Most recently, a major order from the Baltic Sea island of Fehmarn is providing a boost. Here, Nordex will supply 24 wind turbines for repowering projects, delivering a total capacity of 136.8 megawatts.

What makes this deal special is not just the hardware. Nordex has secured a 20-year premium service contract. Such long-term maintenance agreements are brilliant for the company, as they provide predictable, high-margin revenue for decades to come. Nordex has managed to double its operating margin and is promising a dividend for the first time in 2027, another milestone in the company's history. Despite being slightly overbought according to some technical indicators, the fundamental story remains intact. Nordex has matured from a problem child to a profit generator of the energy transition. Momentum continues to point upward, but caution is advised: Trees do not grow to the sky indefinitely!

Standard Uranium: Uranium as a Key Solution to AI's Energy Hunger

When we talk about the immense electricity demand that data centers for AI applications require today, there is one energy source we cannot ignore: uranium. This is where Standard Uranium steps into the spotlight. While wind and gas are important pillars, uranium provides the necessary, low-carbon baseload. In March 2026, the company reported significant progress that underscores the potential in Canada's Athabasca Basin. On March 10, promising results from exploration programs were announced, showing that Standard Uranium is on track to secure significant resources.

Just one week later, yesterday, March 17, management followed up and confirmed the positive operational progress on ongoing drilling projects. The company operates in a market environment where uranium is becoming scarce, and prices are trending steadily upward. Standard Uranium stands out for its smart project selection and efficient exploration. Even though this is naturally a more speculative investment than an established utility like RWE, the optimism is palpable. The discoveries of recent weeks could lay the foundation for long-term value appreciation, as global demand for nuclear fuel is being massively supported by the construction of new reactors worldwide. Keyword: SMRs! Here, too, there are initial positive signals from Germany, more specifically, from Bavaria!

IIF host Lyndsay Malchuk and Standard Uranium CEO Jon Bey discuss the entry point that investors often overlook.

https://youtu.be/DQNlcwfJV1k

In summary, the energy sector is currently more exciting than it has been in a long time. RWE stands out as a stable dividend stock with a clear growth strategy in the US and a strong focus on flexible generation. Nordex, on the other hand, is the dynamic winner of the wind power comeback and impresses with major contracts like the one on Fehmarn and improved margins. However, anyone looking at the energy infrastructure of tomorrow cannot easily overlook Standard Uranium. Viewed objectively, the company is in a promising position to benefit from rising uranium demand. The latest news from March underscores its operational success and makes the stock an interesting addition for investors betting on the global hunger for energy.