Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Thematic (Sector/Industry)

United states Energy equipment and services / Thematic (Sector/Industry)

<ul>
<li>AI-Driven data centres are breaking a decade of flat U.S. electricity demand, pushing annual growth above historical norms, forcing utilities to expand their capacities.</li>
<li>Meeting this surge requires an all-of-the-above energy mix, where renewables lead new capacity additions, but natural gas remains the critical balancing fuel amid constraints and grid expansion.</li>
<li>The most durable beneficiaries are not power generators but midstream and infrastructure players, including grid builders, equipment manufacturers, and materials suppliers, whose revenues are driven by spending and reliability.</li>
</ul>


AI-Driven data centres are breaking a decade of flat U.S. electricity demand, pushing annual growth above historical norms, forcing utilities to expand their capacities.
Meeting this surge requires an all-of-the-above energy mix, where renewables lead new capacity additions, but natural gas remains the critical balancing fuel amid constraints and grid expansion.
The most durable beneficiaries are not power generators but midstream and infrastructure players, including grid builders, equipment manufacturers, and materials suppliers, whose revenues are driven by spending and reliability.


The AI Boom Is Becoming an Energy Infrastructure Story