📈 2026년, 에너지 섹터가 주인공이 될까요?

It's the decade of energy. It's all about nuclear power. We have zero new nuclear plants under construction. China is building 39 under construction. It takes us 10 years to build a reactor, they take 5-7 years.

Oil seems dumb as hell to use. Solar is much easier to get online

CVX is the best positioned oil and gas company

Actual influences on oil prices the next few years - do we get a global recession (Trump's tariffs), and how fast do batteries eat the world.

Maybe

I was convinced few days ago now not so sure because everybody is talking about it.

Nuclear and electric utilities might have a good year, but don’t expect all energy stocks to pop. It’s more about specific plays than the whole sector.

I hope not, trying to load up a but more for the imminent rise.

I hope this year is a big year. I’m already up 16% on the year for my energy stock

It's the year of the Trump pump. He is overtly stating everything you should be buying

I just don't know how you make good investments in energy stocks when we have no idea what the energy landscape will look like in 10 or 20 years. Will the world follow Norway to a complete EV transition, or will combustion engines coexist for a while? Will Japan finally crack the code on mass-scale hydrogen? Will green investments grow more serious as the effects of climate change become more visible, or will we see more things like Canada abolishing its carbon tax? Perhaps it's a me problem, but I'm not sure these questions have knowable answers.

Is NLR a buy?

I don’t think it’s about one year, it’s more a multi year theme. Energy demand is structurally going up. AI, data centres, electrification, EVs, reshoring manufacturing, all of that needs reliable baseload power. That’s why nuclear keeps coming back into the conversation. Renewables help, but they don’t replace consistent supply. For oil, 2026 depends more on geopolitics and capital discipline than supply alone. Companies aren’t rushing to overproduce like in past cycles, so even modest demand growth can keep prices supported. But oil is still cyclical and sentiment driven. Nuclear and grid infrastructure feel more like long term plays than a single year trade. The issue is timelines. Reactors take years, so a lot of the upside shows up earlier in engineering firms, uranium, fuel cycle companies, and utilities positioning themselves now. So yeah, energy probably has a good few years, not just a moment. But expecting 2026 to be a straight line up for the whole sector is optimistic. Stock selection matters way more than the theme alone.

Financials

Maybe just invest in USA public utilities because their costs are going to come down and more electricity to data centers.