3 energy stocks that will benefit from the energy density trend in 2026

CoinNetwork · 2026-01-02T17:31:41+00:00

Goldman Sachs predicts that by 2030, global LNG supply will increase by 50%, with the United States becoming a leader, and the energy structure shifting from oil to LNG. The IEA forecasts a 4% surplus of oil, with renewable energy installed capacity greatly increasing, and solar power dominating. Related companies such as Eaton, Devon Energy, and BWX Technologies are leveraging technological innovation to improve efficiency and drive business growth.

CoinNetwork

2026-01-02 17:31:41

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Goldman Sachs predicts that by 2030, the global liquefied natural gas (LNG) supply will increase by 50%, with the United States leading this growth, marking a shift in the energy structure from oil dominance to LNG dominance. Meanwhile, the International Energy Agency (IEA) forecasts that by 2030, oil supply will be oversupplied by 4%, renewable energy installed capacity will grow by 4600 GW, with solar power taking the lead. To this end, Eaton Corporation (ETN) is actively capturing data center power demand, with data center orders surging by 70% and profit margins reaching a record high. Devon Energy (DVN) is leveraging artificial intelligence technology to improve operational efficiency, increasing the utilization rate of fractionation by 60% while maintaining strong production. BWX Technologies (BWXT)’s nuclear components business also saw significant growth, with commercial revenue increasing by 122% year-over-year, mainly driven by the growth in AI data center and government contract demand.

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