KINDER MORGAN P DL-_01
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 Tarik Dede on June 22nd, 2026 | 06:30 CEST
Boom in the Gas Market: A Look at EQT, Zefiro Methane, and Kinder Morgan Stocks!
The gas business in North America is booming. On one hand, demand remains strong due to the expansion of AI data centers in the US. On the other hand, countries like Germany are also having to import gas from the United States as a result of the war in Ukraine. Supplies from Russia have been subject to sanctions. Last but not least, supply disruptions in the Middle East are driving high demand and rising prices—another consequence of the war. And despite the current negotiations, it is likely to be a while before production facilities and supply chains are back to operating at full capacity. That is why we are looking at the North American natural gas market today. EQT Corporation is the largest pure-play natural gas producer in the US, with vast reserves in the northeastern part of the country. We are also looking at Kinder Morgan, which controls the largest natural gas pipeline network in the US. Last but not least, it is worth taking a look at Zefiro Methane's shares, as the company handles cleanup operations for both smaller operators and major industry participants.
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