Reflections-AI’s Energy Hunger: The Power Shift Driving Uranium, Natural Gas, and Oil Higher

From data centers to market cycles—how AI is fueling an energy boom and reshaping the entire sector.

Back to our regularly scheduled programming.

Appreciate you all being patient—it’s been a busy but incredible week.

Talking to traders, exchanging ideas, getting boots on the ground—that’s what I do. And that’s why I show up here every day.

So let’s get to it. The big themes? China, Reflation (yeah, that was me), and Dan Ives was leading the charge on AI. He’s all in—bullish on AI reshaping the world, with the U.S. at the forefront. Not a bad take.

But let’s be real—the AI trade is getting stretched.

Not saying don’t have exposure, but if AI really changes everything, what does that actually mean?

Inflation.

Sounds weird at first, but hear me out.

AI is an energy monster. Data centers, machine learning, high performance computing—it’s all driving electricity demand through the roof. The grid can’t handle it without nuclear. That’s why utilities are locking in long-term uranium supply, and prices are ripping.

Look at URA, the Global Uranium Miner ETF—it’s consolidating sideways right now, setting up for a breakout to the upside.

This isn’t a short-term trade; it’s a structural shift. AI needs power, and nuclear is the answer. That’s bullish uranium.

And let’s talk about natural gas…

Renewables alone won’t cut it. Nat gas is the backbone of the grid, keeping AI servers running 24/7. Demand is surging, and supply is tight. Prices are low, but the fundamentals are shifting.

Look at nat gas charts—they’re carving out a base, setting up for the next leg higher. AI is fueling an energy revolution, and natural gas is set to benefit in a big way.

And coal? Yeah, we need to talk about that too.

I’ve been watching TECK for years—it’s my go-to coal stock. Right now, it’s sitting on a strong support zone—former resistance flipped to support. That’s a level to pay attention to.

AI doesn’t care about ESG—it just wants power. Everyone’s focused on uranium, but coal is still the world’s go to baseload energy source. Seriously.

Data centers are sucking up electricity like never before, and the grid needs every watt it can get.

China and India are doubling down on coal, and even in the U.S., demand is steady. Supply is tight, prices are firming up.

You don’t have to like it, but if AI is the future, coal isn’t going anywhere.

This isn’t just about one trade—it’s the entire energy sector including oil and gas.

Look at XLE. It pulled back at the end of the month after a sector breadth thrust—totally normal. But now, it’s coiling up for the next move higher.

The AI boom is an energy boom. Big oil, nat gas producers, pipelines—they’re all waking up.

This isn’t a short term pop. AI is here to stay, and it runs on fossil fuels.

That’s bullish energy.

I’ll have the month-end returns for premium subscribers ready tomorrow. AAO Futures crushed it—over 25% return in January.

Now, after a long event and finally getting home, I’m getting some rest.

Have a great weekend—and don’t look at a single chart!

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