How you invest in AI speaks volumes about you, specifically your risk tolerance. Because it’s been Your Survival Guy’s experience that investors realize their risk tolerance is intolerance, like a food allergy, after the fact. When they lose money.
When you consider AI’s pull-on energy, doesn’t it make sense to have some utilities? Why not include ones that have a history of paying dividends and increasing them?
The WSJ reports:
In the U.S., with the most data centers, their share of electricity consumption could rise from 4% in 2022 to 6% in 2026, the International Energy Agency says.
AI could add 8% to U.S. natural-gas demand by 2030, according to research firm Thunder Said Energy, with backup generators burning more diesel too.
“I think we’re going to need every little bit of renewables and natural gas we possibly can,” Murray Auchincloss, chief executive of oil major BP, said of the growth of AI on a recent earnings call.
Action Line: When you’re ready to talk about your energy mix, let’s talk about it.
