With President Trump preparing for his next term, his cabinet appointments are garnering significant attention – some controversial, others less so.

As the announcements come in rapidly, one pick stands out as particularly insightful. While it hasn’t received as much media coverage, Chris Wright, chosen to lead the Department of Energy, indicates Trump’s energy strategy for the future—and presents a potential opportunity for investors.

Many in the press refer to Wright dismissively, labeling him as Trump’s “fracker-in-chief.” However, a closer look reveals that he is not a typical oil executive.

Wright, the current chairman and CEO of Liberty Energy Inc. (LBRT), has been a significant figure in the fracking industry, with several successful energy ventures to his name. A graduate of the Massachusetts Institute of Technology (MIT), he describes himself as a “tech nerd turned entrepreneur” and has advocated for increased hydrocarbon energy production to support global advancement.

Moreover, Wright has a stake in Oklo Inc. (OKLO), a company focused on small modular nuclear reactors (SMRs)—which some experts herald as the future of safe, affordable nuclear power.

This background hints at a broader energy agenda. Under Wright’s leadership, Trump’s administration might pursue more than just traditional oil and gas drilling.

It appears that boosting energy production is a priority for Trump. This strategy could lead to lower gas prices and an overall decrease in the cost of living for American families.

Yet, a crucial aspect that is often overlooked is Trump’s aim to support the ongoing AI Boom.

The Challenges Facing AI Today

The AI Boom is hitting a significant obstacle: insufficient energy for the data centers that power these technologies.

In recent years, older data centers have struggled to keep pace with the demands of AI processing. Consequently, tech companies are now constructing new hyperscale data centers, which are massive facilities, sometimes exceeding 10,000 square feet and equipped with thousands of servers.

These hyperscale centers consume vast amounts of energy—one facility might require 150 megawatts of power, equivalent to what a large city might use.

As AI adoption grows, the energy consumption levels of these centers are rising rapidly, threatening the stability of power grids. Estimates suggest a single hyperscale data center could demand between 20 to 50 megawatt-hours (MWh) annually.

With potentially thousands of such centers anticipated across the U.S. by 2030, total energy needs could spike to 35 gigawatts (GW)—more than double the amount used in 2022.

Strategies to Address Energy Demands

In previous discussions, I highlighted the necessity for stable base-load power sources to meet these rising demands. The ideal solution appears to be natural gas turbines.

This energy source is not only abundant but also relatively clean and cost-effective, making it the most practical option amidst the AI Boom.

Although coal plants still generate energy, their operational life is limited. Some, like a coal facility in Kansas, are extending their lifespan solely to meet current energy demands.

In contrast, the U.S. sits on over 625 trillion cubic feet of natural gas, enough to sustain 30 gigawatts of power for the next 2.7 billion years at a very low cost.

As soon as Trump assumes office, I anticipate he will prioritize unlocking this energy potential. He might initiate significant regulatory rollbacks to facilitate greater production of oil and natural gas, as well as enhancements in natural gas infrastructure and nuclear energy development.

Investment Opportunities Ahead

Once energy production ramps up, the demand for AI-supporting data centers is likely to soar, offering strategic investment opportunities to those prepared.

I plan to share my insights in a special presentation.

In this presentation, you’ll discover:

• Why I believe we are about to experience a Second AI Boom
• My forecast on how President Trump will ignite this boom within his first 100 days in office
• The six stocks I have identified that could yield significant benefits.

Click here for the full details.

Sincerely,

Louis Navellier

Editor, Market360

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