Key Developments in U.S. Energy Policy:
In 2025, the U.S. government is increasingly intervening in the energy sector to address national security concerns regarding energy demand and availability, particularly for AI data centers. OpenAI and Nvidia are planning infrastructure that requires 10 gigawatts of power, equivalent to ten nuclear reactors. Goldman Sachs projects data-center energy demand to rise 165% by 2030, necessitating new energy solutions.
Recent federal investments have drastically impacted stock prices, with notable examples including a 211% gain for Trilogy Metals after a $35.6 million federal stake announcement and a 194% increase for Lithium Americas. The U.S. administration has earmarked $7.5 billion for strategic assets, highlighting the urgency in developing energy resources, particularly nuclear power, to meet unprecedented demands.
