Exploding electricity demand! Siemens Energy, American Atomics, and Nordex stand to benefit

Siemens Energy - Banking on US hunger for electricity

The company is finalizing its expansion plans in the US. Around USD 1 billion is being invested in capacity expansion at several locations, from North Carolina to Mississippi. The focus is on the production and maintenance of transformers and the manufacture of large gas turbine components. At the same time, around 1,500 new jobs are to be created. The goal is clear. The local presence in the US is to be massively strengthened in order to be closer to customers and projects. These investments are a direct response to the looming shortage of critical grid components.

The background to this is an unprecedented increase in electricity demand in the US. The boom in artificial intelligence and the expansion of data centers are driving consumption up sharply. At the same time, the electrification of industry is progressing. This dynamic requires massive investments in grid infrastructure and additional generation capacity. These are precisely the areas in which the company offers its portfolio. Political initiatives to strengthen domestic industry and energy security are also fueling this investment cycle.

The investments are designed for sustainable market growth and specifically avoid the creation of overcapacity. In addition to expanding its factories, the company is increasingly focusing on training based on its own model in order to retain qualified specialists in the long term. In this way, it is positioning itself to benefit from long-term structural trends rather than just serving short-term bottlenecks. This disciplined approach is designed to protect profitability throughout the economic cycle. The share is currently trading at EUR 145.95.

American Atomics – The bottleneck of the nuclear renaissance

While everyone is discussing new nuclear reactors, American Atomics is working on solving the critical bottleneck: fuel supply. The company aims to establish an integrated nuclear fuel supply chain in the US, thereby addressing the dangerous dependence on imports, especially from Russia. The urgency is driven by the exploding power demand of AI data centers, which require reliable, low-carbon baseload power. American Atomics is positioning itself precisely in this strategic gap between massive demand and structural scarcity.

Unlike pure exploration companies, American Atomics is pursuing a two-pronged model along the entire value chain. The first pillar is securing a raw material base through projects in historic US mining areas such as the Big Indian deposit in Utah. The second, potentially more value-driving pillar consists of technology partnerships, for example, for processing and enrichment, with partners such as CVMR and DISA Technologies. This approach is designed not only to find uranium in the ground, but also to make critical processing bottlenecks commercially viable.

Demand forecasts are clear, but the market will not wait. Projects that can offer a fully integrated perspective, from the resource to the refined product, are likely to benefit disproportionately in this tight environment.
For investors in American Atomics, concrete milestones will therefore be decisive: progress in exploration, advancement of joint ventures, and integration into government subsidy programs. The company's valuation will depend less on the pure price of uranium and more on its ability to quickly implement its integrated strategy. The stock is currently trading at CAD 0.25.

Nordex – How the wind power specialist is benefiting from the hunger for energy

After years of operational difficulties, Nordex seems to have turned the corner. The current figures show an impressive turnaround. The EBITDA margin more than doubled last year, and free cash flow is clearly positive. This jump is no coincidence, but rather the result of strict cost management and better prices in project orders. For investors, this sends a clear message: the company, long a problem child, is gaining ground operationally. The increased demand for clean energy is providing the perfect tailwind.

This operational strength is directly reflected in the order situation. Nordex reported record order intake of over 10 gigawatts for 2025. Recent major orders, such as the framework agreement with Austrian energy supplier VERBUND for a potential 700 MW by 2030, underscore the momentum. Such long-term partnerships secure capacity utilization and demonstrate that Nordex is considered a reliable partner for the decarbonization of large energy companies. Rising global electricity demand and the focus on energy security are driving this demand.

To support this growth in the long term, Nordex is simultaneously working on strengthening its balance sheet. One planned step is to convert shareholder loans into equity, which would significantly reduce the interest burden. Although this would mean dilution for current shareholders, financial stability is a decisive competitive advantage in this capital-intensive business. The combination of profitable orders and a strengthened capital structure gives the company the necessary foundation to survive the current market high when the cycle turns again. The share price is currently trading at EUR 33.42.

The energy crisis reveals structural opportunities. Siemens Energy is investing billions to strengthen its US presence in order to benefit from local infrastructure demand. American Atomics is positioning itself as a supplier in the underserved fuel chain for the nuclear renaissance. Nordex is leveraging demand for wind power to achieve a remarkable operational turnaround and record orders. Explosive demand for electricity is creating winners along the entire value chain, from generation and fuel supply to grid expansion.