A surge in electricity demand, mounting geopolitical risks, and the global shift toward green energy are fueling investor interest in the U.S. energy market. Movchan’s Group explores key trends and emerging opportunities in this high-velocity sector.
The U.S. energy sector is witnessing a historic boom in investment activity. 2025 has already set records for electricity consumption, and investors are responding decisively. In recent months, 27 energy-related deals have closed, reflecting rising interest and momentum. Since the beginning of the year, over $30 million has flowed into the sector—marking the highest inflow in two decades. These figures underscore the sector’s strategic importance and the urgent need for continued innovation.
Big Tech’s Bet on Nuclear
U.S. tech giants are facing a critical challenge: skyrocketing energy demand driven by data centers, AI, and cloud infrastructure. According to the U.S. Department of Energy, electricity consumption is expected to double by 2026—creating a sharp supply gap.
In response, leading players such as Amazon, Google, and Microsoft are aggressively investing in nuclear energy. Their rationale is twofold: nuclear offers an effectively unlimited and scalable power source, while also aligning with global decarbonization efforts. It’s a reliable, low-emission solution for powering their expanding digital ecosystems.
The pivot to nuclear is not merely about energy security—it’s also a reputational play. By championing cleaner energy, these companies aim to demonstrate environmental leadership. Their investments could accelerate sector-wide transformation and bring nuclear power back into the mainstream conversation.
Microsoft’s founder echoed this sentiment in a recent statement:
“Nuclear is the only carbon-free energy source that can reliably deliver power day and night, in any season, almost anywhere on Earth—and that’s been proven at scale.”
Renewables: Where Should Investors Look Next?
While Big Tech is backing nuclear, there’s growing debate on where smaller players and retail investors should turn. Artem Karlov, partner at Movchan’s Group and advisor to the ARQ fund, offers perspective:
“I believe it’s time to take a closer look at renewable energy companies. Many are now trading significantly below their recent peaks, and while there are valid reasons for this, the growing demand for electricity—from both the AI and crypto sectors—could reignite interest in green energy firms and turn them into key beneficiaries of this shift.”
Movchan’s Group notes that the transformation underway in the U.S. power grid is opening up a broad array of opportunities. Both traditional and alternative energy assets—including nuclear and renewables—can play a role in a well-balanced, forward-looking investment strategy.
About Movchan’s Group
Movchan’s Group is a multi-entity investment firm focused on managing funds and financial products within conservative strategies. The firm has earned recognition from BarclayHedge, NAIMA, and MHFMC. In 2022, its ARGO SP fund received high Morningstar ratings (5 and 4 stars for its USD Class 1 and Class 2 offerings, respectively).
Headquartered across London, the Cayman Islands, Cyprus, and Kazakhstan, Movchan’s Group serves around 500 clients, 44% of whom increase their allocations annually. Its team comprises over ten seasoned professionals with a collective 200+ years of experience. Founder Andrey Movchan is a recipient of multiple awards from Forbes, RBC, and Spear’s.
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