The best stocks to invest in 2025?
This year, it’s all about energy. Thanks mostly to unprecedented demand instigated by AI and cryptocurrency.
Per the EIA’s latest Short Term Energy Outlook, power demand is projected to rise from 4,067 billion kWh in 2022 to 4,165 billion kWh in 2025.
The EIA also noted that natural gas' share of power generation would rise from 42% in 2023 to 43% in 2024. This, before sliding to 40% in 2025. And coal's share will fall from 17% in 2023 to 15% in 2024 and 2025, as renewable output rises to 25%.
Nuclear power's share will hold at 19% in 2024 and 2025. Although I should point out that our checks indicate the early stages of significant growth in nuclear power starting around the second half of 2025.
Market growth — not current dominance — is where you get the most bang for your buck. And that's why you should have exposure to anything facilitating the growth of renewable energy and nuclear power.
3 of the best stocks to invest in 2025
There are plenty of renewable energy and nuclear power companies you can invest in directly. But we've found the most opportunity with the materials required to build out new renewable energy and nuclear power plants. These include…
- Silver — Our top pick here is Silvercorp Metals (NYSE: SVM)
- Copper — Our top pick here is Freeport McMoRan (NYSE: FCX)
- Uranium — Our top pick is Cameco Corporation (NYSE: CCJ)
On the nuclear power front, we’re also quite bullish on the companies providing the fuel to power a new fleet of small modular reactors (SMRs), which really represent the next evolution of nuclear power.
If you’re unfamiliar, SMRs boast a number of advantages over conventional nuclear reactors. These include:
- Lower capital costs
- Greater scalability
- Less expensive to maintain
This is why Amazon announced earlier this year that it would be building three SMRs to power its data center expansion plans. And Open AI CEO Sam Altman actually started a company to build SMRs to help power AI data centers.
By 2030, 9% of all U.S. energy usage will come from AI data centers. Today it’s around 3 percent. So in an effort to meet this demand, the world’s biggest tech moguls are embracing SMRs to power their AI ambitions.
But the big money isn’t necessarily in the manufacturers of the SMRs. Instead, it’s in the fuel that’s required to run these things. This is why we’re so bullish on this single stock, which has been dubbed the “AI Master Key.”
Basically, this “master key” technology is the link between escalating power needs from AI data centers and cheap energy.
Bill Gates and Elon Musk have already invested more than $3 billion into this solution. And the Department of Energy has been putting its weight behind it, too.
Truth is, the rapid growth of AI may soon be dependent on SMRs and this special AI Master Key. Which is why we’re all in. Our research team here at Energy & Capital even put together this short white paper on the AI Master Key, which includes details on how the technology works, and of course, how you can get some of this action for yourself.
To a new way of life and a new generation of wealth…
Jeff Siegel
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Jeff is the founder and managing editor of Green Chip Stocks. For more on Jeff, go to his editor’s page.
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