Energy Infrastructure's Role in the Transition

The increasing adoption of electric vehicles and advancements in artificial intelligence will drive up electricity demand significantly, necessitating a shift toward more robust energy infrastructures. As the transition to nuclear energy unfolds—an endeavor expected to take decades—natural gas will likely serve as the primary incremental energy source in the meantime. Companies like Babcock International, which has exposure to nuclear energy, and Kinder Morgan, which operates extensive natural gas pipelines, stand to profit during this transitional phase. Both companies not only fulfill current energy needs but also provide attractive dividends to investors while waiting for potential investment opportunities in the evolving energy landscape.