Two US Stocks That Could Benefit From Europe's Winter Energy Crunch -- October 1, 2026

Locator: 51849LNG. 
Locator: 51849GRID.

See disclaimer.

I find the linked article below interesting. 

By Brian Sullivan, CNBC. I don't know if he knows his stuff, but he certainly is exposed to a lot of information. 

It's a long article: link here. 

To cut to the chase:

Much of that LNG supply [that will be needed by Europe this winter] is going to come from the United States. [The US has] more natural gas than we can export. If you’re looking to invest around this theme, two obvious names are exporters Cheniere Energy (LNG) and Venture Global (VG). 

Less obvious: the biggest holders of U.S. LNG capacity are based in France and the U.K. They are TotalEnergies (TTE) and Shell (SHEL).

TotalEnergies CEO Patrick Pouyanné — arguably the most important CEO in global oil and gas — spoke with us this week about Europe’s energy challenges, prices, and more in a Power Insider interview.

Disclaimer: 

• I am not adding to any positions in energy. 
• I continue to add to positions in tech on dips.
• I am slowly -- very slowly -- beginning to pivot to healthcare (Big Pharma, mostly through ETFs) and Big Banks (two names). 

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Global Electric Grid
IEA Perspective

Some very interesting data points in IEA's annual report. Overview here.

The full 2026 report here. 

Two takeaways:
despite the surge in demand and expansion of the grid, if one does the math, it's hardly daunting; political backlash will be much more daunting than the dollars involved; and,
in the US, the growth in Texas / ERCOT will be daunting.

From the report: 

• In the US, the growth will be prominently in two ISO: PJM and ERCOT.

• Despite a pause in connecting new data center projects in Texas to the grid, the West South Central region (Texas, for the most part) will still account for the largest regional share of growth in total electricity sales, totaling nearly 20% of nationwide growth in 2026 and almost 40% in 2027, according to the EIA’s forecast in the Short-Term Energy Outlook (STEO) for September.

This is not trivial. 

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Disclaimer

Briefly: 

I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.

I am inappropriately exuberant about the US economy and the US market.

I am also inappropriately exuberant about all things Apple.

See disclaimer. This is not an investment site. 

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.

If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.

I am also inappropriately exuberant about all things Apple. 

And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 

I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Nothing on this site should be seen as recommendations for the general public. On the other hand, I have no problem if members of my extended family "see" recommendations I might be making - but only members of my extended family, limited to my children and my grandchildren.

Longer version here.

Global Electricity Review -- 2024

Locator: 48442ENERGYGLOBAL.

Sixth Industrial Revolution (SIR) now has its own page. 

When reading this, put this in perspective:

• the sixth industrial revolution;
• what Trump sees;
• the LDC story is an energy story;
• the gap between the US and the EU continues to widen

Must-read. Archive. The full report is here and can be downloaded as a PDF: 118 pages.

The languages available, in this order:

• Turkish, Spanish, Japanese, Indonesian, Arabic, Portuguese, and Korean.

Global electricity review. Ember, link here. 

Electrek's version of the story.

Solar has doubled in just three years, providing more than 2,000 TWh of electricity in 2024. Wind generation also grew to 8.1% of global electricity, while hydro – the single largest renewable source – remained steady at 14% of global electricity.

“Solar power has become the engine of the global energy transition,” said Phil MacDonald, Ember’s managing director. “Paired with battery storage, solar is set to be an unstoppable force. As the fastest-growing and largest source of new electricity, it is critical in meeting the world’s ever-increasing demand for electricity.”

Folks may want to find out how much battery storage the US has. 

Chapter 1: 2024 in review -- record rise in renewables pushes clean power generation above 50% of global electricity --

Record renewables growth helped push clean power to a new milestone. However, heatwaves contributed to high growth in electricity demand, which resulted in a small increase in fossil generation.

But wow, one has to read it closely to see the Real Story! Actually two stories. And both stories buried.

The first story: global electricity demand grows at the third-highest level in the last decade. And that's before the LDCs start to come into play. 

The second story: the world's three largest power consumers -- China, India, and the US -- saw an increase in fossil generation in 2024, while the world's fourth largest, the EU saw a decline.

But, to repeat: the EU saw a decline.

Global Electricity Review -- 2024

Locator: 48441ENERGYGLOBAL.

Must-read. Archive. The full report is here and can be downloaded as a PDF: 118 pages.

The languages available, in this order:

• Turkish, Spanish, Japanese, Indonesian, Arabic, Portuguese, and Korean.

Global electricity review. Ember, link here.  

Chapter 1: 2024 in review -- record rise in renewables pushes clean power generation above 50% of global electricity --

Record renewables growth helped push clean power to a new milestone. However, heatwaves contributed to high growth in electricity demand, which resulted in a small increase in fossil generation.

But wow, one has to read it closely to see the Real Story! Actually two stories. And both stories buried.

The first story: global electricity demand grows at the third-highest level in the last decade. And that's before the LDCs start to come into play. 

The second story: the world's three largest power consumers -- China, India, and the US -- saw an increase in fossil generation in 2024, while the world's fourth largest, the EU saw a decline.

But, to repeat: the EU saw a decline.