U.S. fossil fuel power investment overtakes China

U.S. fossil fuel power investment is reportedly outpacing China’s for the first time in decades.
That is a major shift in the global energy buildout.
AI data centers, industrial reshoring, grid stress, and rising electricity demand are forcing the U.S. to rethink power supply.
Renewables are still growing, but the market is also signaling that reliable dispatchable power remains essential.
For $WTI, natural gas, utilities, and power infrastructure names, the AI electricity boom is becoming one of the biggest energy stories in the market.