2025-12-17 15:10:59

Energy analyst Jed Dorsheimer from William Blair just laid out what's coming in 2026, and it's a mixed picture for the sector.

Natural gas is looking stronger than renewables—don't expect the green energy narrative to dominate just yet. Nuclear gets the spotlight though, positioned as a genuine execution year where projects finally move beyond planning stages. Battery energy storage systems are ready for deployment, which means grid-scale solutions are actually becoming practical.

Here's the tech layer worth watching: silicon carbide and gallium nitride semiconductors scaling up on larger infrastructure racks. These materials matter because they directly impact power efficiency and thermal management in large-scale operations. For anyone tracking how blockchain infrastructure evolves, the energy cost structure and hardware efficiency trends shape everything downstream.

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ApeWithAPlan

· 2025-12-20 15:09

Natural gas can still be tapped, but the green energy narrative is temporarily cooling down. Nuclear energy is the real protagonist in 2026.

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CoinBasedThinking

· 2025-12-20 14:31

Natural gas is stronger than renewable energy; nuclear power is the real protagonist in 2026... It's time for those advocating pure green energy to wake up.

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digital_archaeologist

· 2025-12-17 15:41

NGL, natural gas still needs to be pressured by green energy, this script is quite interesting.

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GateUser-c802f0e8

· 2025-12-17 15:40

Can natural gas still outperform clean energy? I find this logic a bit hard to believe, haha. Nuclear power is really going to be implemented? Take it with a grain of salt first, it's the same old story. SiC and GaN are everywhere... miners have already had their eyes on them.

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gaslight_gasfeez

· 2025-12-17 15:36

NGL, gas still needs to be sold. The green energy narrative is finally about to fall apart.

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WhaleShadow

· 2025-12-17 15:35

NGL natural gas is still dominating the market, and the green narrative is a bit hollow... However, nuclear is really starting to move, and this time it feels reliable.

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DisillusiionOracle

· 2025-12-17 15:34

Natural gas is winning again, and those of us trading new energy stocks will have to wait again... Nuclear power is finally going to do some work this time, right?

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ProofOfNothing

· 2025-12-17 15:20

NGL, natural gas is actually picking up? This might shatter the narrative of green energy... Wait, it's actually nuclear energy execution year, and battery energy storage that are really about to move. I need to keep an eye on these two materials, SiC and GaN.

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FlashLoanLarry

· 2025-12-17 15:17

ngl, the SiC/GaN scaling angle is where the real value extraction happens. everyone's fixated on the nuclear narrative but nobody's pricing in the capex efficiency gains from better thermal management. that's basis points stacking up real quiet-like.

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