The AI boom is fueling unprecedented energy demand — and natural gas is emerging as a critical power source for next-gen data centers. In this exclusive CFRA Thematic Research, we explore how this energy evolution is reshaping utility and power markets, with a focus on key players like GE Vernova, Constellation Energy, Atmos, and more. Learn how state-level investment in Texas and national energy trends could unlock major opportunities for forward-looking investors and operators.
What You’ll Learn
- Natural Gas Rebound: Why data centers are increasingly turning to natural gas amid limitations in nuclear and renewable expansion.
- Texas at the Forefront: A deep dive into why Texas is the U.S. epicenter for future power demand and natural gas development.
- Company-Level Winners: Analysis of utilities and power producers positioned to benefit — including ATO, CEG, GEV, NRG, SRE, and VST.
- Government Incentives: How the Texas Energy Fund and regulatory shifts are accelerating natural gas infrastructure.
- Valuation & Outlook: Insights on capital expenditure plans, earnings growth, and market valuations across the utility and energy sectors.
