Trump's Energy Transition: Which Sectors and Stocks Will Benefit the Most!

Energy policy is at the center of Donald Trump's second term and will fundamentally change the sector. While his initial steps were somewhat controversial – such as suspending previously approved energy grants and announcing tariffs on Canadian and Mexican energy – clear winners and losers are already emerging. Natural gas plays a key role in Trump's energy strategy. Two factors are driving demand: rising LNG exports to Europe and Asia, as well as the growing electricity demand from AI data centers. Experts predict a demand increase of 10-20%...