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<ul class="summary-list"><li>Energy traders' attention is divided between Middle East tensions and China's stimulus, Dan Yergin says.</li><li>"You see the oil price oscillating between the two of those," Yergin says.</li></ul>Energy traders' attention is split between two forces with the potential to impact prices, energy expert Dan Yergin says. Yergin said Tuesday that traders are looking to China for signs of future demand while also bracing for disruptions amid ongoing geopolitical issues in the Middle East."I think right now the energy markets are really schizophrenic," Yergin told <a target="_blank" class="" href="https://www.cnbc.com/video/2024/10/22/the-energy-markets-are-schizophrenic-right-now-sp-global-vice-chairman.html">CNBC in an interview</a>.Yergin, vice chairman of S&amp;P Global, says the market's focus is two-sided, switching between potentially promising stimulus in China and rising geopolitical risks in the Middle East. "You see the oil price oscillating between the two of those," Yergin said.On the one hand is China, which for the last two decades has made up half of the growth in world oil demand. That's been challenged in recent years as the country faces a sluggish economy and weak consumer demand. Measures rolled out after the <a target="_blank" href="https://www.businessinsider.com/china-economy-aggressive-monetary-stimulus-interest-rate-rrr-2024-9">initial stimulus announcement</a> last month have helped China's prospects of getting out of its slump, he says."There does seem to be a little more confidence now that wasn't there at the beginning about the Chinese stimulus measures, that they may actually have an appreciable impact on economic activity and demand," Yergin said.The most recent measures from Beijing include <a target="_blank" href="https://www.businessinsider.com/china-economy-3q-gdp-growth-stock-market-stimulus-2024-10">funding programs</a> that will inject as much as 800 billion Chinese yuan, or $112.6 billion, into its stock market, as well as a series of interest rate cuts.On the other hand, the market is also focused on uncertainty about the conflict in the Middle East, and if the war will actually impact oil infrastructure in the region, Yergin says.He says that's especially true after last week when Israel <a target="_blank" href="https://www.businessinsider.com/israel-killed-yahya-sinwar-thanks-luck-persistence-hamas-gaza-war-2024-10">killed its top target</a>, Hamas leader Yahya Sinwar. "I think it's even more dangerous, because, of course, it's really a waiting period. When will the Israeli retaliation against Iran occur, is it tomorrow? The next day? Is it after the presidential election? That part is unclear, and Iran has threatened to retaliate again," Yergin said.Yergin says the market is stuck in a state of "wait and see" as it assesses how the war could disrupt oil infrastructure. He adds that while the conflict was previously a proxy war, it could now become a direct conflict, raising the stakes even higher for the Middle East's oil market.As a result of these two forces, and with traders waiting to see which could have a greater impact on supply and demand dynamics, the oil market is in a holding pattern. Prices have seesawed between the low $70 level and around $80 as traders react to new developments. Brent crude, the international oil benchmark, was trading about 1% lower on Wednesday at $75.30.

Energy markets are 'schizophrenic' amid rising geopolitical tensions and China's stimulus, energy expert says

<ul class="summary-list"><li>Donald Trump's presidential win boosted his social media company, Tesla, and crypto stocks.</li><li>Banking stocks also gained, while clean-energy stocks tumbled.</li></ul>Donald Trump's victory in the presidential election <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/trump-trade-us-presidential-election-dollar-treasuries-stocks-crypto-djt-2024-11">boosted shares</a> of his social media company, <a target="_blank" class="" href="https://www.businessinsider.com/elon-musk">Elon Musk</a>'s Tesla, and a slew of cryptocurrency stocks in premarket trading on Wednesday.The former president's reelection sent renewable-energy stocks tumbling as traders bet his administration would be <a target="_blank" class="" href="https://www.businessinsider.com/biden-trump-climate-policies-ev-subsidies-renewables-fossil-fuel-drilling-2024-7">less friendly</a> in terms of subsidies and regulation.Shares of Trump Media &amp; Technology Group surged as much as 62% to $55 as investors wagered Truth Social's parent company, which counts Trump as its <a target="_blank" class="" href="https://www.businessinsider.com/donald-trump-truth-social-tmtg-stock-wealth-election-harris-x-2024-9">largest shareholder</a>, would benefit from his second term. The stock — which has Trump's initials, DJT, as its ticker — was trading 37% higher at last check.If the gain holds, Trump would be about $1.3 billion richer on paper given his near-53% stake in the company.Tesla stock rose 15% in premarket trading and was poised to open at its highest level in more than a year. Musk, the electric-vehicle maker's CEO, has <a target="_blank" class="" href="https://www.businessinsider.com/trump-praises-elon-musk-a-star-is-born-2024-11">emerged</a> as one of Trump's most vocal champions and closest advisors.Crypto stocks jumped on the prospect of a <a target="_blank" class="" href="https://markets.businessinsider.com/news/currencies/bitcoin-price-record-high-crypto-trump-trade-us-presidential-election-2024-11">friendlier US regulatory environment</a> under Trump. Coinbase and MicroStrategy both rose 13% in Wednesday's premarket. Bitcoin, the most popular crypto, climbed past $75,000 for the first time on election night before paring gains.<h2 id="b91524b5-c53d-4ab4-9fae-d43ef3d76f42">Boost for banks</h2>Conventional financial stocks also gained with Bank of America, JPMorgan, Wells Fargo, Goldman Sachs, Morgan Stanley, BlackRock, Blackstone, and KKR rising between 6% and 9% in the US premarket.Traders expect Wall Street banks, asset managers, and private equity firms to benefit from tax cuts and deregulation under Trump.In contrast, clean-energy stocks slid with Plug Power, SunRun, First Solar, and Enphase Energy all dropping at least 10% in premarket trading. Danish wind turbine manufacturer Orsted and rival Vestas fell 10% and 8% respectively in Frankfurt trading.The declines likely reflect concerns that Trump's reelection will lead to the repeal of the Inflation Reduction Act passed by the Biden administration, which provided large-scale tax credits for renewable-energy providers.The broader stock market gained before the open with futures underlying the S&amp;P 500 and Dow Jones Industrial Average climbing more than 2.3%, while Nasdaq 100 futures rose 1.8%.

Trump Media, Tesla, and crypto stocks surge as Trump wins — and clean energy companies tumble

<ul class="summary-list"><li>Short-sellers betting against renewable energy stocks made $1.3 billion since Trump's win, Bloomberg reported. </li><li>Trump is expected to roll back many of the Biden administration's climate programs.</li></ul>It was a tough week for clean energy stocks after Donald Trump clinched the presidential election, but for the short sellers betting against them, the gains have been impressive. Traders betting against renewables have gains on paper of around $1.3 billion since Trump's win sent stocks in the sector tumbling, according to Bloomberg.Among the most-shorted renewable names are shares of Plug Power, SolarEdge Technologies, and Enphase Energy, which have each seen declines of over 24% since market close on Tuesday. First Solar and Bloom Energy have also been popular targets for short-sellers, and have lost around 11% and 3% since Tuesday.The renewables selloff comes after Trump won the US presidential election earlier this week.Trump, who frequently used the slogan "drill, baby, drill" while on the campaign trail, is expected to roll back many of the Biden administration's clean energy initiatives. In particular, Trump has long been critical of the Inflation Reduction Act's billions of dollars toward solar and wind subsidies.Trump could also slash subsidies for electric vehicles and manufacturing EV batteries in the US, which has led EV makers' stocks to tumble (<a target="_blank" href="https://markets.businessinsider.com/news/stocks/tesla-stock-price-trump-win-elon-musk-election-tsla-2024-11">excluding Tesla</a>, which is headed by key Trump ally Elon Musk and is expected to benefit from the former president's return to the White House).Trump is also expected to pull out of the Paris Agreement again, which would remove the US from worldwide climate diplomacy talks with Europe and China.Trump has also promised to make it easier to develop energy infrastructure. In the spring, he asked top oil executives for a <a target="_blank" href="https://www.businessinsider.com/trump-asked-oil-execs-for-1bn-2024?utm_source=Iterable&amp;utm_medium=email&amp;utm_campaign=campaign_BI%20Sustainability,%20November%207,%202024">$1 billion contribution</a> to his campaign in exchange for dismantling Biden's environmental policies, handing out more drilling leases, and expediting permits for new liquefied natural gas exports, according to a report from the Washington Post.

Traders betting against clean energy stocks have made $1.3 billion since Trump's election win

<ul class="summary-list"><li>Tech giants like Amazon and Microsoft are striking nuclear power deals for their AI data centers.</li><li>The nuclear power resurgence is driven by clean energy demand and AI's soaring power needs.</li></ul>The nuclear power industry <a target="_blank" class="" href="https://www.businessinsider.com/amazon-google-microsoft-openai-big-tech-investment-nuclear-ai-race-2024-10">is undergoing a renaissance</a> as demand for clean power soars across the country, partly driven by the soaring energy needs associated with artificial intelligence data centers.Mega-cap technology companies, including <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/amzn-stock">Amazon</a>, <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/msft-stock">Microsoft</a>, and <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/googl-stock">Alphabet</a>, have inked nuclear power deals to feed their growing energy needs as AI becomes a bigger part of their businesses. One utility company is even restarting the Three Mile Island nuclear power plant after inking a 20-year deal to sell the power to Microsoft.Three Mile Island, located on the Susquehanna River in Pennsylvania, was the site of the country's worst nuclear accident in 1979.Meanwhile, <a target="_blank" class="" href="https://www.businessinsider.com/amazon-nuclear-power-strategy-ai-2024-10">Amazon has led a $500 million financing round</a> for a company developing modular nuclear reactors and purchased a nuclear-powered data center in March for $650 million."One of the fastest ways to address climate change is by transitioning our society to carbon-free energy sources, and nuclear energy is both carbon-free and able to scale—which is why it's an important area of investment for Amazon," Amazon Web Services CEO, Matt Garman, said in a press release.Analysts on Wall Street are encouraged, too. "The nuclear energy projects involve the construction of several Small Modular Reactors (SMRs), a compact, advanced type of reactor that can be built closer to grids and completed faster than traditional reactors. SMRs also offer the potential to reduce carbon emissions, paving the way for cleaner, more sustainable energy," CFRA analyst Arun Sundaram said in a note last week.He added: "With the full power of AI dependent on both data centers and energy infrastructure, these investments further help AMZN secure its positioning as a leading cloud/AI provider."The resurgence in nuclear power has led to big moves on Wall Street, with some stocks more than doubling in just a few days this month.From utility companies to uranium miners to small-scale nuclear developers, these stocks are soaring amid the revival of America's nuclear power industry.7. Cameco<div type="image" title="CCJ stock" height="568" width="671" msid="114593576" hostid="261" sizebytes="23410"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/ccj-stock">CCJ</a> Market value: $23.6 billion YTD Performance: +25%6. BWX Technologies<div type="image" title="BWXT stock" height="595" width="682" msid="114593572" hostid="261" sizebytes="21428"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/bwxt-stock">BWXT</a> Market value: $11.3 billion YTD Performance: +62%5. Oklo<div type="image" title="OKLO stock" height="590" width="674" msid="114593573" hostid="261" sizebytes="18650"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/oklo-stock">OKLO</a> Market value: $2.4 billion YTD Performance: +88%4. Constellation Energy<div type="image" title="CEG stock" height="610" width="680" msid="114593579" hostid="261" sizebytes="23222"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/ceg-stock">CEG</a> Market value: $83.5 billion YTD Performance: +128%3. Vistra<div type="image" title="CEG stock" height="570" width="676" msid="114593574" hostid="261" sizebytes="22818"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/vst-stock">VST</a> Market value: $43.0 billion YTD Performance: +224%2. Nano Nuclear Energy<div type="image" title="NNE stock" height="588" width="677" msid="114593578" hostid="261" sizebytes="21170"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/nne-stock">NNE</a> Market value: $589.6 million YTD Performance: +272%1. NuScale Power<div type="image" title="SMR stock" height="567" width="676" msid="114593570" hostid="261" sizebytes="21064"></div>Ticker: <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/smr-stock">SMR</a> Market value: $1.8 billion YTD Performance: +481%

Nuclear power stocks are soaring amid an AI energy push. Here are 7 names to watch.

<ul class="summary-list"><li>Oil could see a decline to a "much, much" lower price, according to crude analyst Tom Kloza.</li><li>Oversupply will weigh on oil prices in 2025, Kloza predicted.</li></ul>The oil market is headed into a troubled year in 2025, and crude prices may fall "much, much" lower, according to Tom Kloza, global head of energy analysis at Oil Price Information Service.The oil analyst said crude prices would experience more downward pressure in 2025 despite concerns that <a target="_blank" class="" href="https://markets.businessinsider.com/news/commodities/oil-price-outlook-israel-iran-geopolitics-middle-east-war-crude-2024-10">conflict in the Middle East</a> could escalate and send prices higher.Traders shouldn't bet on supply disruptions in the Middle East, and the world is already so oversupplied with oil that prices are bound to drop, he said <a target="_blank" class="" href="https://www.youtube.com/watch?v=QP9h3rnAf2c">in an interview with CNBC</a> on Wednesday.The US <a target="_blank" class="" href="https://markets.businessinsider.com/news/commodities/us-oil-crude-production-record-opec-cuts-russia-saudi-arabia-2024-3">produced more oil than any other country</a> in history in 2023, according to data from the Energy Information Administration. The <a target="_blank" class="" href="https://www.businessinsider.com/us-oil-production-boom-crude-supply-wti-price-goldman-sachs-2024-7">production boom will likely last until at least 2026,</a> Goldman Sachs previously estimated, pointing to factors like increased drilling efficiency. OPEC+, the oil cartel led by Saudi Arabia, is also expected to churn out more crude oil by the end of the year, Kloza said, pointing to a recent ministerial meeting that reviewed oil market conditions."It was pointing lower, and I think it's still pointing lower. Because, you have to consider that there's probably around 600,000 or 700,000 [barrels] of additional crude for export that's going to come out as temperatures moderate in Saudi Arabia and Iraq," Kloza said. "You have a market that's pointed to the downside."Kloza brushed off concerns that supply disruptions could arise from conflict in the Middle East."It's not a probability. It's a little like, there's a possibility that the Giants and the Jets could be winning the Super Bowl this year, but I wouldn't be betting on it," he said.Kloza said big investors are also no longer trying to "chase" oil, which he believed could limit the upside of crude prices.He pointed to estimates from other energy forecasters, who have predicted that oil prices could trade as low as $50 a barrel, a decline of about 37% from where Brent crude was trading on Thursday. "I think that oil is destined for much, much lower numbers, and whoever wins the presidency next month is going to have a problem of maybe a little bit of oil deflation. All the balances for 2025 point to more oil than the world really needs, and if you have OPEC+ coming back to the market with some of that production that they cut, I think it's a real problem in 2025," he said.Brent crude was up by about 3.7% on Thursday, while US oil prices 3.6%.

Oil oversupply could send prices tumbling in 2025, energy analyst says 

<ul class="summary-list"><li>US electric demand is rising, fueled by everything from data centers to electrified transportation, says BofA.</li><li>By 2035, as much as 300 gigawatts of effective capacity could be required to power the nation.</li></ul>With resources flooding into infrastructure and tech, US electric demand is charging up. As the economy becomes more power-hungry, Bank of America considers momentum energized for five key utility stocks."There is now evidence that demand growth has returned, driven by the re-shoring of industry, the development of data and crypto mining centers and the electrification of buildings, transportation, and infrastructure," analysts wrote on Monday.Though power consumption has ebbed over the past two decades, the bank anticipates that the US will require 100 gigawatts of effective capacity by 2035. That indicates a 1.5% nationwide annual growth rate, compared to 0.5% between 2015 and 2024.Under BofA's high-case scenario, however, power demand could require as much as 300 gigawatts instead.Among factors driving this trend is artificial intelligence. The bank previously cited that this alone could require as much as 28 gigawatts of effective capacity by 2026.While this will vary dramatically per region, analysts listed five utility firms that stand to benefit from the acceleration: <a target="_blank" href="https://markets.businessinsider.com/stocks/sre-stock">Sempra</a>, Northwestern Energy, <a target="_blank" href="https://markets.businessinsider.com/stocks/pnw-stock">Pinnacle West</a>, <a target="_blank" href="https://markets.businessinsider.com/stocks/etr-stock">Entergy</a>, and <a target="_blank" href="https://markets.businessinsider.com/stocks/txnm-stock">TXNM</a>.1. Entergy stands to gain 3.6% from current levels, based on BofA's price objective of $138 per share. That's based on a 2026 sum-of-the-parts analysis and expectations that the utility firm's 15.4-times price-to-earnings ratio will rise over 5%.In 2024, the electric distributor has soared over 30% year-to-date. It has already <a target="_blank" href="https://www.businessinsider.com/data-centers-electricity-consumers-discounts-utilities-2024-4">played a role</a> in the emerging buildout of AI data centers and has <a target="_blank" href="https://www.businessinsider.com/companies-expand-access-ev-charging-rural-america-2022-3">helped expand</a> the power-charging grid for electric vehicles.2. Sempra will rise 13% based on the bank's $94 share target. Goldman Sachs has similarly touted this infrastructure firm, noting the company's significant spending to <a target="_blank" href="https://markets.businessinsider.com/news/stocks/ai-stocks-to-buy-electricity-demand-benefit-utilities-data-centers-2024-5?utm_medium=ingest&amp;utm_source=markets">support data center growth in Texas.</a>3. Northwestern Energy could similarly jump over 13% to reach a $65 price target, Bofa says."We value NWE at an in-line multiple given improving regulatory treatment in Montana and sector-average EPS growth with no equity dilution, with upside likely occurring in 2026 onwards," analysts wrote. "Between a more constructive regulatory construct and a strong balance sheet, we see NWE as differentiated relative to other small cap utilities."4. Pinnacle West will climb 4.6% under BofA's price objective of $93 per share. The bank has previously touted PNW among high-quality, value stocks <a target="_blank" href="https://www.businessinsider.com/stocks-to-buy-market-outlook-investing-strategy-volatility-vix-bofa-2024-8#25-lockheed-martin-25">worth owning to hedge against volatility</a>.5. TXNM Energy is set to increase 10% from current levels, reaching a price target of $48 per share.

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