The energy sector was the center of attention today amid surging tensions in the Middle East, with potential supply disruptions sending prices higher after a weekend exchange of fire along the Lebanon border. But while crude futures (CLV24) continue to fluctuate in response to traditional geopolitical catalysts, there's a broader shift reshaping the energy sector as artificial intelligence (AI) demand forecasts begin to rise.
Specifically, the rising electricity needs of AI data centers are expected to add around 323 terawatt hours of electricity demand in the U.S. by 2030. As power companies struggle to meet this surge in demand, EQT Corporation (EQT) and Chesapeake Energy Corporation (CHK) are two natural gas (NGU24) stocks that could be poised to capitalize, according to analysts at Mizuho. Along with the prospect of AI-driven upside, both stocks also offer healthy dividends to shareholders. For investors seeking income and growth, here's a closer look at these two energy dividend stocks.
