Energy stocks

Topic

Shares of companies in the energy sector, predicted by David Sachs to be a top-performing asset in 2024 due to the high risk of escalating geopolitical conflicts.


First Mentioned

1/6/2026, 5:05:09 AM

Last Updated

1/6/2026, 5:08:16 AM

Research Retrieved

1/6/2026, 5:08:16 AM

Summary

Energy stocks represent a diverse market sector encompassing traditional oil and gas, nuclear power, and renewable energy sources. In 2024, market analysts and commentators, notably the hosts of the All-In Podcast, predicted strong performance for this sector, driven by geopolitical instability, the strategic shift toward commodities, and the massive power demands of AI data centers. While traditional giants like ExxonMobil and Chevron remain dominant, the sector is increasingly influenced by a 'nuclear renaissance' and the need for baseload reliability as the West faces energy challenges stemming from the Russia-Ukraine conflict and economic shifts in Germany. The sector's growth is further bolstered by the rise of AI, which is projected to significantly increase electricity consumption by 2030.

Referenced in 1 Document
Research Data
Extracted Attributes
  • Sector Components

    Oil, Natural Gas, Nuclear Power, Renewables (Wind, Solar), and Energy Infrastructure

  • Key Performance Drivers

    Geopolitical developments, AI data center power demand, baseload reliability, and commodity price shifts

  • Primary Investment Vehicles

    Individual stocks and ETFs such as State Street Energy Select Sector (XLE) and Vanguard Energy ETF (VDE)

  • Major Publicly Traded Entities

    ExxonMobil (XOM), Chevron (CVX), NextEra Energy (NEE), Constellation Energy (CEG), and Shell (SHEL)

  • Projected Data Center Power Growth

    160% increase by 2030

Timeline
  • The All-In Podcast hosts predict energy stocks and nuclear power will be top market performers for the year 2024. (Source: Document 5cad4e4e-79e4-401e-9806-ecf722cd9b15)

    2024-01-01

  • NextEra Energy reports a 5% year-over-year revenue rise to $7.1 billion for Q2 2024. (Source: IG International)

    2024-06-30

  • IG International identifies top renewable energy stocks to watch for the 2025 fiscal year, including GE Vernova and First Solar. (Source: IG International)

    2025-01-16

  • Projected date by which data center power demand is expected to have grown by 160% according to Goldman Sachs. (Source: Yahoo Finance)

    2030-12-31

Jeff Siegel

Jeff Siegel is an American financial writer, publisher and musician. He is the author of the bestseller Investing in Renewable Energy: Making Money on Green Chip Stocks along with Nick Hodge and Chris Nelder and is credited with coining the phrase "Green Chip Stocks".

Web Search Results
  • Best Energy Stocks in US Market - INDmoney

    ## What are Energy Sector Stocks? Energy stocks represent a diverse group of companies powering the economy. While traditionally dominated by oil and gas, the sector is rapidly expanding to include a variety of clean and renewable energy sources. ## List of Best Energy Stocks in the US 3 Yr. Return Market Cap Exxon Mobil XOM $121.03 ▲0.41 +13.59% Mega Cap Chevron CVX $152.33 ▲0.89 -12.46% Mega Cap Shell Plc - Ads SHEL $73.84 ▲0.98 +31.89% [...] Conventional Energy Stocks: This includes oil, gas, and integrated energy companies that play a key role in meeting current global energy demand. These stocks are often impacted by geopolitical developments and global crude prices. Examples: ExxonMobil (XOM), Chevron (CVX), Occidental Petroleum (OXY), ConocoPhillips (COP), Shell (SHEL). [...] 1. ExxonMobil: One of the world’s largest publicly traded oil and gas companies, playing a major role in global energy supply. 2. NextEra Energy: A leader in renewable energy generation from wind and solar. 3. Constellation Energy: The largest producer of carbon-free nuclear energy in the U.S. 4. First Solar: A top manufacturer of solar panels with a strong U.S. presence. 5. Enphase Energy: A leading provider of solar microinverters and home energy solutions.

  • 10 Energy Stocks to Buy Right Now - Yahoo Finance

    George Budwell, PhD has positions in Microsoft and NextEra Energy. The Motley Fool has positions in and recommends Alphabet, Amazon, Cameco, Constellation Energy, Goldman Sachs Group, Kinder Morgan, Meta Platforms, Microsoft, and NextEra Energy. The Motley Fool recommends Dominion Energy and Ge Vernova and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. [...] - Audio - Auto - Computers - Phones - Smart home - Streaming - TVs + Gift ideas - Best last-minute Christmas gifts - Best Christmas gifts - Google Holiday 100 Christmas gifts - Best White Elephant gifts - Best Secret Santa gifts - Best stocking stuffers - Best gifts for men - Best gift cards - Best gifts for mom - Best gifts for teens + Stores - Amazon - Best Buy - Home Depot - Macy's - Nordstrom [...] According to Goldman Sachs, data center power demand is projected to grow 160% by 2030. The International Energy Agency estimates that by 2030, data centers could consume as much electricity as Japan does today. The critical factor is baseload reliability. AI models require 24/7 uptime, meaning intermittent renewables alone will not suffice. That reality has sparked a nuclear renaissance and a massive resurgence in natural gas infrastructure.

  • SECTORS - Energy - Yahoo Finance

    | Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating | --- --- --- --- | | XOM Exxon Mobil Corporation | 122.65 | 131.56 | 21.75% | 522.887B | +1.92% | +1.92% | Buy | | CVX Chevron Corporation | 155.90 | 172.08 | 13.07% | 314.111B | +2.29% | +2.29% | Buy | | COP ConocoPhillips | 96.70 | 112.30 | 5.02% | 120.773B | +3.30% | +3.30% | Buy | [...] | WMB The Williams Companies, Inc. | 60.85 | 67.75 | 3.09% | 74.311B | +1.23% | +1.23% | Buy | | EPD Enterprise Products Partners L.P. | 32.16 | 35.89 | 2.90% | 69.634B | +0.31% | +0.31% | Buy | | KMI Kinder Morgan, Inc. | 27.71 | 31.10 | 2.56% | 61.648B | +0.80% | +0.80% | Buy | | SLB SLB N.V. | 40.20 | 45.99 | 2.50% | 60.056B | +4.74% | +4.74% | Strong Buy | | EOG EOG Resources, Inc. | 107.27 | 136.07 | 2.44% | 58.569B | +2.15% | +2.15% | Buy | [...] | Name | Last Price | Net Assets | Expense Ratio | YTD Return | --- --- | XLE State Street Energy Select Sect | 45.65 | 27.197B | 0.08% | +2.10% | | AMLP Alerian MLP ETF | 47.43 | 10.648B | 0.85% | +0.87% | | VDE Vanguard Energy ETF | 128.66 | 8.765B | 0.09% | +2.18% | | MLPX Global X MLP & Energy Infrastru | 61.17 | 2.651B | 0.45% | +1.06% | | IXC iShares Global Energy ETF | 42.84 | 1.885B | 0.40% | +2.17% | View More ### Mutual Fund Opportunities View More

  • Top Renewable Energy Stocks to Watch in 2025 | IG International

    1. NextEra Energy (NYSE: NEE) 2. GE Vernova (NYSE: GEV) 3. Sungrow Power Supply (SZ: 300274) 4. First Solar (NASDAQ: FSLR) 5. Adani Green Energy (NSE: ADANIGREEN) 6. LONGi Green Energy Technology (SS: 601012) 7. Brookfield Renewable Partners (NYSE: BEP) 8. Vestas Wind Systems (CO: VWS) 9. China Longyuan Power Group (HK: 0916) 10. EDP Renováveis (LS: EDPR) ### NextEra Energy (NYSE: NEE) [...] These were some of the largest renewable energy stocks in the world at the start of 2025. Be aware that there is some disagreement on what exactly constiutues a 'renewable energy stock,' meaning there is a level of subjectivity to the stock selection. For example, Iberdrola is not included because it is perhaps better categorised as a utility stock. [...] In Q2 2024, NextEra Energy saw revenue rise by 5% year-over-year to $7.1 billion, driven by higher sales from its renewable energy projects and the successful integration of various acquisitions. ### GE Vernova (NYSE: GEV)

  • Best Energy Stocks to Buy for January 2026

    | Symbol | ESP | Most Accurate Estimate | Consensus Estimate | --- --- | | CMC | 12.66% | 1.75 | 1.55 | | AZZ | 0.70% | 1.44 | 1.43 | | FC | 50.00% | 0.04 | 0.03 | | SMPL | 5.56% | 0.38 | 0.36 | ## Featured Stock Picks ### Best Energy Stocks to Buy for December 2025 The energy sector remains one of the most closely watched corners of the market. Here are our top picks for energy stocks to buy now. ### Best Cheap Stocks to Buy Under $10 for December 2025 [...] | Company | Symbol | Price | %Chg | --- --- | | Pharming Gr... | PHAR | 17.67 | +5.12% | | Chegg | CHGG | 0.93 | +0.96% | | EverQuote | EVER | 27.00 | +0.93% | | Arlo Techno... | ARLO | 13.99 | +0.65% | | Village Far... | VFF | 3.65 | +0.55% | | Company | Symbol | Price | %Chg | --- --- | | FGI Industr... | FGI | 5.70 | +4.20% | | Drilling To... | DTI | 2.45 | +3.81% | | Owlet | OWLT | 16.19 | +1.00% | | Invesco Mor... | IVR | 8.41 | +0.84% | | Pursuit Att... | PRSU | 33.68 | +0.66% | [...] BTE, BHP, IOT, GTLB and CMI have been added to the Zacks Rank #1 (Strong Buy) List on December 31st, 2025. # Top Stock Reports for Berkshire Hathaway,... Berkshire Hathaway's shares have edged past its industry, backed by... Berkshire Hathaway's shares have edged past its industry, backed by insurance growth, rising float, strong cash and expanding investments, including Japan. # Top Stock Picks for Week of December 29,...