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Dear Fellow Investor,
If you're looking for safer opportunities in a volatile market, keep an eye on energy stocks.
Fueling upside is artificial intelligence, and explosive growing demand for data centers.
"Regarding US power demand, it's really hard to quantify how much demand is needed for things like ChatGPT," David Groarke, managing director at consultant Indigo Advisory Group, said, as quoted by S&P Global. "In terms of macro numbers, by 2030 AI could account for 3% to 4% of global power demand. Google said right now AI is representing 10% to 15% of their power use or 2.3 TWh annually."
Goldman Sachs is bullish on the industry, estimating about 47 gigawatts (GW) of additional power generation capacity will be needed to accommodate growth.
In addition to data centers, the onshoring of U.S. manufacturing and electric vehicles will require even more electricity. According to NextEra, electricity demand could increase 38% between 2020 and 2040, which is up from the 9% increase in demand between 2000 and 2020.
With power demand only expected to soar, some of the top energy stocks to consider are:
Company: Sempra (SYM: SRE)
As owner of one of the largest energy networks on the continent, Sempra is electrifying and improving the energy resilience of some of the world's most significant economic markets, including California, Texas, Mexico and global energy markets.
Even better, Sempra just declared a dividend of 62 cents per share payable July 15, 2024, to shareholders of record at the close of business on June 27, 2024.
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Company: American Electric Power (SYM: AEP)
The power utility operating generation and transmission infrastructure company trades at a discount, with a 4% dividend yield. Plus, Goldman Sachs has a buy rating on the AEP stock, noting it's among a few stocks set to benefit from near-term power demand growth.
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Company: NextEra Energy (SYM: NXE)
NextEra Energy (SYM: NXE) has a solid record of paying dividends.
The company has been paying a dividend consistently for 30 years now. It also just declared a quarterly dividend of $0.515, payable June 17 to shareholders of record as of June 3. This gives the stock a current yield of 2.85%.
According to the bulls at Goldman Sachs: "We believe the pullback on the day, with NEE shares down 5.5%, represents a buying opportunity, and we attribute the weakness to positioning following strong performance over the last three months, and a resetting of expectations on near-term growth opportunities," said the firm, as quoted by CNBC.
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