By Editorial Dept - Jul 24, 2026, 6:00 AM CDT
As an energy investor, I am sure you are aware of the expected impact of the AI boom. The servers that AI platforms require demand enormous amounts of power. That, along with expected demand increases from the continued growth of EVs, has made companies with electricity generation power some of the trendiest stocks over the last couple of years. However, those producers can only meet the increased demand if there is significant investment in the infrastructure of electricity generation and transfer, so what about stocks in that industry?Well, they haven’t been left behind.Most of the big players in electricity infrastructure have posted big gains in their stock prices over the last year or so. However, more recently many have pulled back from their highs. So, has that created an opportunity, or does it just represent a retreat to more realistic levels after those stocks climbed too high?To some extent, the answer to that question depends on how you view the predictions for growth in electricity demand. Are those predictions massively overdone, are they about right, or could they even be underestimated?US electricity demand has been pretty flat for around two decades, but as the aforementioned factors began to kick in last year, it started to increase. Considering the amount of hype around the subject, the increase so far has been fairly unimpressive at around 3% per year. But the rate of increase is set to grow, which, combined with the compounding…
