With everything happening around oil, geopolitics, and the Straits of Hormuz, it’s easy to assume we’re heading toward another major energy shock. But today’s environment looks very different than past cycles, especially with stronger U.S. production and less reliance on the Middle East.
At the same time, a new force is driving demand—AI and data centers. Power needs are accelerating, and that’s shifting where opportunities exist across the energy landscape.
Natural gas is stepping in as a key near-term solution, while innovation continues across renewables and nuclear energy.
The takeaway: the headlines may focus on risk, but the real story is how quickly markets adapt.