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AI Power Shift: Natural Gas Stocks Surge Amid Regulatory Scrutiny on Nuclear Deals

by Team Lumida
March 1, 2025
in AI
Reading Time: 3 mins read
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Key Takeaways:

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  • Regulatory uncertainty is shifting investor focus from nuclear power to natural gas-fired plants and vertically integrated utilities.
  • NRG Energy’s 11% stock surge highlights the growing appeal of natural gas projects for powering AI-driven data centers.
  • Nuclear power deals face delays due to regulatory concerns over grid reliability and consumer costs, creating opportunities for faster, less complex natural gas contracts.
  • Companies securing gas turbine agreements and long-term contracts are positioned to benefit from the AI-driven energy demand boom.

What Happened?

Investor enthusiasm for power stocks tied to artificial intelligence is shifting from nuclear power to natural gas. Regulatory scrutiny over nuclear power deals with data centers, which could strain grid reliability and increase consumer costs, has slowed progress for companies like Vistra and Constellation Energy. In contrast, NRG Energy announced plans to build over 5 gigawatts of new gas-fired power plants in partnership with GE Vernova and Kiewit, alongside discussions with data center developers. This led to an 11% jump in NRG’s stock, outperforming nuclear-focused peers.


Why It Matters?

The shift underscores the growing demand for reliable, round-the-clock power to support AI-driven data centers. While nuclear power offers clean energy, regulatory delays and potential legal challenges make it less attractive in the short term. Natural gas-fired plants, which can be built faster and with fewer regulatory hurdles, are emerging as a preferred option. This trend could broaden the AI power rally to include more companies, particularly those with secured gas turbine agreements or vertically integrated utilities. Investors should also note the potential profitability of long-term contracts for natural gas projects, which rival lucrative nuclear deals.


What’s Next?

As regulatory reviews continue, nuclear power deals may face prolonged delays, pushing data center customers toward faster, less complex natural gas contracts. Companies like NRG, which have secured partnerships and turbine agreements, are well-positioned to capitalize on this shift. Additionally, vertically integrated utilities may attract more data center deals due to their simpler contract structures. Investors should monitor regulatory developments, turbine supply constraints, and announcements of new data center partnerships to identify emerging opportunities in the evolving AI power market.

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Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018