01: Data center and AI infrastructure escalate

02: Natural gas makes a comeback

03: The race for rare earth materials intensifies 

Surging artificial intelligence (AI) workloads have driven billions of investment dollars into data infrastructure, lifting valuations across utilities, semiconductors, and power generation assets. Rapid advances in AI and the continued electrification of industries are pushing energy demand well above historical trends, attracting capital flows into both traditional and next-generation supply solutions. Rising energy demand is reviving investment in natural gas, tightening liquified natural gas (LNG) supply chains, and widening spreads in European and Asian gas markets. Meanwhile, the scramble for rare earths is redirecting capital toward mining and critical-mineral plays, as geopolitical constraints in China and Africa are elevating supply-risk premiums. 

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