GE VERNOVA INC
Commented by Nico Popp on October 22nd, 2026 | 05:41 CEST
Beyond Coal: Cameco, GE Vernova and NU E Power in Canada's Nuclear Energy Transition
Created and published on behalf of NU E Power Corp.
The Canadian province of Saskatchewan is planning a fundamental restructuring of its energy supply. A government plan presented by Premier Scott Moe at the end of September envisages generating at least 2,600 megawatts (MW) of electricity from nuclear power plants by 2050. Saskatchewan, historically heavily dependent on coal- and gas-fired power generation, cites supply security and affordable electricity as reasons for its shift toward nuclear power. The plan comprises two technical development stages. First, provincial utility SaskPower plans to build small modular reactors (SMRs) near Estevan at the Rafferty Reservoir. Second, large, conventional nuclear reactors with a capacity of over 2,000 MW are to be built in the northwest of the province, with the first potentially coming online in 2042. Established companies such as Cameco and GE Vernova are active in this evolving energy landscape, alongside specialised project developers such as NU E Power.
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Commented by Tarik Dede on October 5th, 2026 | 07:10 CEST
Energy Shortages Caused by AI: Kinder Morgan, Standard Uranium and GE Vernova Could Benefit
The AI boom, and its impact on energy demand, has long since reached Germany. In Frankfurt, home to the DE-CIX hub, data centres now account for a significant share of the city's peak power demand. Elsewhere, however, the figures are even more extreme. Consequently, access to energy is currently the bottleneck in the expansion of AI data centres. In the United States, the epicentre of AI expansion, AI data centres already account for more than 4.5% of total US electricity consumption. This is putting the entire power grid to the test. And this share is expected to rise to over 8% by 2030. And who knows whether these estimates from the International Energy Agency (IEA) are not actually too low. After all, a single AI query consumes about ten times as much energy as a normal internet search. Consequently, energy prices, as well as energy providers and their supply chains, should benefit from this trend. That is why we are looking at the stocks of Kinder Morgan, Standard Uranium and GE Vernova today.
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Commented by Stefan Feulner on September 18th, 2026 | 08:15 CEST
GE Vernova, Zefiro Methane, Sempra: Natural Gas on the Verge of a Mega-Comeback
Created and Published on Behalf of Zefiro Methane Corp.
The energy demands of AI and data centres are transforming the energy market. Round-the-clock power availability is becoming a strategic resource, while grids and new power plants are struggling to keep pace with growth. As a result, natural gas is experiencing an unexpected renaissance. New gas-fired power plants are being built, billions are flowing into LNG infrastructure, and customers are securing supplies for decades to come. At the same time, pressure is mounting to clean up the legacy pollution left by the oil and gas industry.
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Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
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Commented by Fabian Lorenz on September 4th, 2026 | 09:35 CEST
Elon Musk Sounds the Energy Alarm! Musk Goes After GE Vernova and Siemens Energy – Thiel Bets on Vistra, RE Royalties a Takeover Target
Musk sounds the energy alarm. He warns of a full-blown energy crisis driven by the expansion of data centres. As early as next year, there could be a power shortfall equivalent to the amount needed to supply the Netherlands. Typical of Musk, he is actively tackling the challenges and encroaching on the territory of Siemens Energy and GE Vernova. He plans to take over the mobile power plant operator APR Energy and manufacture critical gas turbine components himself. RE Royalties is also a potential takeover target. The Canadian company finances developers of solar, wind, battery storage and other renewable energy projects, securing long-term royalties in return. Its planned partnership with Solaris Energy is set to expand its US business significantly. Prominent investors are also increasingly betting on the AI industry's growing appetite for electricity. Peter Thiel and Ray Dalio have invested in Vistra.
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Commented by Stefan Feulner on August 31st, 2026 | 07:30 CEST
GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
The energy transition is no longer primarily a technological challenge, but rather a financing and infrastructure challenge. Solar farms must be built, battery storage systems financed, and power grids upgraded to support an increasingly decentralized energy supply. The project pipelines of major developers alone demonstrate the scale to which investment needs have now grown. At the same time, new business models are emerging for companies that not only build facilities but also provide capital or profit from the long-term returns of the projects. This marks the beginning of a second phase of the energy transition for investors. The focus now is on turning this massive expansion into a profitable business.
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