Barron's Streetwise

A.I. Power Shortage. Plus, Oil & Gas Stock Picks

May 17, 2024
Discussion on the strain Big Data will place on the electricity grid according to BofA. Insights from a top energy analyst on the challenges of upgrading infrastructure to meet rising electricity demand driven by AI. Exploration of oil and gas market dynamics, gas demand from AI data centers, and opportunities for investors in the industry.
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Episode notes
1
Introduction
00:00 • 3min
2
Exploring Rising Electricity Demand and Stock Picks in the Energy Sector
02:36 • 5min
3
Oil and Gas Market Dynamics
07:49 • 6min
4
Outlook on Gas Demand and Opportunities for Investors
13:42 • 2min
5
Identifying Opportunities in the Oil and Gas Sector
15:17 • 10min