It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
ATTENTION: CONCERNED AMERICANS
BREAKING: White House Warns 58% Electricity Price Spike
AI ENERGY CRISIS: $1.4 TRILLION INFRASTRUCTURE NEEDED BY 2030
New government report reveals AI's energy demands could trigger largest electricity price increases in a generation, creating new considerations for portfolios
URGENT: One energy producer with presidential backing and massive institutional accumulation trading at historic discounts to peers as investment positioning window narrows rapidly.
This is a MUST-READ ▼ ▼ ▼
Editor's Note:
A bombshell White House economic report warns AI's energy demands could trigger the largest electricity price increases in a generation. Our analysis identifies one energy producer with presidential backing and massive institutional accumulation trading at historic discounts to peers. The investment positioning window may be narrowing rapidly as institutional money moves decisively into undervalued natural gas infrastructure plays.
Trusted Partner Presentation
It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
The White House Council of Economic Advisors delivered a stark warning this week that electricity prices could surge 9-58% by 2030 due to AI demand, requiring $1.4 trillion in new energy infrastructure investment through 2030. The report estimates data centers will consume more electricity than aluminum, steel, cement, and chemical production combined, fundamentally reshaping American energy markets.
Today's Energy Markets (July 24):
Natural gas (NG) at $3.07/MMBtu, down 0.20%. EIA storage injection of 23 Bcf missed estimates by 10 Bcf. Energy Select SPDR (XLE) up 0.8% as sector rotation accelerates.
Mathematical Crisis Demands Immediate Energy Solutions
4X Consumption
AI data centers now consume energy at four times the rate new electricity generation comes online
AI data centers now consume energy at four times the rate new electricity generation comes online, according to this week's Semiconductor Engineering analysis—a mathematical impossibility that's creating unprecedented strain on regional grids. Yesterday's heat wave pushed Northeast natural gas prices to $13.25/MMBtu in Boston, demonstrating the volatility when supply meets surging demand.
The Energy Select SPDR ETF (XLE) could benefit significantly from this supply-demand imbalance as utilities scramble for reliable baseload power. PJM Interconnection, America's largest grid operator, warned of capacity shortages in its 2025 forecast, citing data center growth as a primary concern.
Institutional Money Moves Into Overlooked Producer
$3+ Billion
Operating income generated while trading at historic discounts to peers like AMD and CMG
Wall Street's biggest players are accumulating massive positions in one energy company generating $3+ billion operating income while trading at historic discounts to peers like Advanced Micro Devices (AMD) and Chipotle (CMG). BlackRock (BLK) holds 32 million shares worth $716 million, while Vanguard owns 48 million shares valued at $1.1 billion—representing over 11% of the company's total market capitalization.
Renowned value investor Bill Nygren recently doubled his Oakmark Select Fund position to 8.2 million shares, suggesting sophisticated institutional positioning ahead of broader market recognition. The company's dividend yield exceeds 300% of the S&P 500 average while maintaining aggressive share buyback programs.
Presidential Backing Provides Unprecedented Policy Tailwinds
$92 Billion
AI infrastructure commitments from major tech companies at Pennsylvania Energy Summit
President Trump publicly defended this company against foreign taxation attempts, calling overseas government actions a "big mistake" and threatening economic consequences—unprecedented presidential support for an individual energy producer. This week's Pennsylvania Energy Summit featured over $92 billion in AI infrastructure commitments from major technology companies, while Trump's "drill, baby, drill" policies accelerate domestic natural gas development timelines.
The company's multi-year AI partnership with Palantir Technologies (PLTR) positions it to optimize production through artificial intelligence systems—essentially using AI to solve the AI energy crisis. With 3.7 million acres and 5,000 producing wells, the company operates America's largest continuous oil and gas deposit.
Natural Gas Emerges as Critical Bridge Fuel
60% Demand
Goldman Sachs projects natural gas will supply 60% of incremental AI data center power demand
Natural gas producers like EQT Corporation (EQT) and Antero Resources (AR) have led energy sector performance in 2025, but investors may want to monitor companies with superior operational metrics and government backing. Goldman Sachs projects natural gas will supply 60% of incremental AI data center power demand, while the International Energy Agency expects U.S. natural gas demand to rise 0.5% annually through 2035.
Midstream infrastructure operators including Kinder Morgan (KMI) and Williams Companies (WMB) could present positioning opportunities as pipeline capacity becomes increasingly constrained. The Henry Hub price averaged $3.67/MMBtu in the first half of 2025, compared to $2.11/MMBtu in the same period last year.
| Natural Gas Pricing Comparison | H1 2024 | H1 2025 | % Change |
|---|---|---|---|
| Henry Hub Average ($/MMBtu) | $2.11 | $3.67 | +74% |
| Northeast Peak Pricing | $4.25 | $13.25 | +212% |
| Storage Injection (Bcf) | 35 | 23 | -34% |
What This Could Mean for Investors
Institutional positioning suggests a major energy sector rotation as data center demand fundamentally alters electricity markets for the next decade. Timing may be important for investors focused on natural gas infrastructure, as current valuations haven't reflected the structural demand shift from AI computing requirements. This could shift market dynamics toward companies with existing production capacity and government support, potentially creating opportunities in both upstream producers and midstream operators. The convergence of presidential backing, institutional accumulation, and mathematical supply shortages may favor investors positioned in undervalued energy assets before broader market recognition occurs.
Before You Go...
Trusted Partner Presentation
Our #1 AI Stock has nothing to do with tech
AI is creating a massive energy demand most are not ready for
Nvidia CEO Jensen Huang recently said AI requires "100 times more" power.
That means the best way to invest in AI right now has nothing to do with technology…
And everything to do with energy.
One stock appears to be perfectly positioned to dominate right now…
Thanks to AI's rapidly growing energy demands.
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Our #1 AI Stock Has Nothing to Do with Tech
AI is creating massive energy demand most are not ready for
Nvidia CEO Jensen Huang recently said AI requires "100 times more" power. That means the best way to invest in AI right now has nothing to do with technology and everything to do with energy. One stock appears perfectly positioned to dominate.
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