Market Monitor

AI, POWER AND "DEEP VALUE" MAJORS

Natural Gas is Preferred Power Source

SUPERMAJORS ARE IN THE GAME

Up to 5 Bcf/d in Next Four Years

EXXON Leveraging CCUS Assets

Chevron Planning 4GW Power Plant

Utilities and IPPs Becoming FOMO names

Nuclear Realistically a Decade Out

Data Center Power Needs up 4X in Ten Years

Some "Story Stocks" Revenues Years Away

Majors Own Commodity and Pivoting

US Needs ~15% More Power Capacity

OCTOBER 17, 2025

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