The energy sector is undergoing the most significant structural shift in a generation. Renewable capacity is set to surpass natural gas as the largest source of installed U.S. generating capacity by the end of 2026. Data center electricity demand is driving the strongest four-year growth in U.S. power consumption since 2000. Oil prices remain volatile amid OPEC+ policy shifts, geopolitical risk, and evolving demand patterns. For institutional investors covering energy, the question is no longer whether the transition is happening. It is how fast, where, and which companies benefit.
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