12 Stocks to Play Growing Energy Demand, From Oil and Gas to Nuclear and Solar

Energy Investment Roundtable Discussion:

• A group of industry experts discussed oil prices, geopolitics, and green energy transition.
• The geopolitical risk premium in the oil market is currently at zero despite ongoing conflicts.
• Experts shared insights on traditional energy stocks, emphasizing the importance of share repurchases.

Investment Opportunities in Energy Stocks:

• Fossil fuel companies are trading at historically low valuations, offering attractive investment opportunities.
• Clean energy companies have seen a decline in stock prices, presenting potential for long-term growth.
• Artificial intelligence's increasing electricity consumption is driving interest in nuclear power and clean energy investments.

Stock Recommendations:

• Highlighted companies include Sunrun, Bloom Energy, and AES as potential winners in the clean energy sector.
• Suggestions for traditional energy investments include Shell, Marathon Oil, APA, and Kosmos Energy.