The Energy Side of the MoneyQuake: The Bull Market That Will Power the AI Century
If you’ve been following my writings over at Energy and Capital’s bigger brother publication Wealth Daily, then you know I’ve been talking about my “MoneyQuake” investment thesis for the last couple of years.
In short, the MoneyQuake is a global, economy-shaking supercycle where AI’s explosive energy demands, a historic commodities crunch, and a worldwide monetary reformation — driven by de-dollarization, gold resurgence, and asset tokenization — converge to unleash the greatest wealth transfer of the 21st century.
And that’s where we find ourselves today. But today I want to talk about the “energy side” of the ledger.
You see…
Every cycle has a beginning.
Every supercycle has a spark.
And the spark this time isn’t coming from OPEC, Russia, or Washington…
It’s coming from AI.
For two years, we’ve warned that artificial intelligence is not a tech story — it’s an energy story. It devours electricity at a rate the current U.S. grid cannot handle. In fact, to support the AI build-out already underway, global electricity demand will rise by an amount equivalent to adding another United States to the grid.
This is the “Conjoined Twins” thesis in its purest form: AI and Energy. Technology and Commodities. The Brain and the Bloodstream.
They rise together. They boom together. They are now inseparable.
And energy investors stand at ground zero of the greatest opportunity since America discovered shale.
In all seriousness, the U.S. is about to experience another fracking-style revolution and renaissance. But this time, it won’t just be oil and natural gas. It’ll be the entire mining sector.
Let me explain…
Natural Gas: The Monster Waking Up
While Wall Street slept on natural gas, LNG export capacity exploded. By 2030, the U.S. will be the largest exporter the world has ever seen.
Now add AI: Every 1 gigawatt of data-center load — and dozens of these sites are coming online — consumes the same natural gas as powering 750,000 homes.
Microsoft's Spokane campus may need up to 5 GW.
The numbers are staggering. The setup is perfect. The bull market is inevitable.
Oil: The King That Never Died
Despite every obituary written for petroleum, oil demand keeps climbing.
Why?
Because AI data centers require diesel fleets, backup generators, heavy-machine construction, and logistics on a scale the grid can’t yet satisfy. On top of that, America’s new mining renaissance — triggered by Trump’s executive push — runs on diesel.
This isn’t a decline story. It’s a resurgence.
We are staring at the most powerful oil-demand shock since China’s 2000-2010 industrial boom.
Nuclear: The New Backbone
Utilities across America have one answer to the AI energy deficit: nuclear.
Small Modular Reactors (SMRs), microreactors, and HALEU fuel production are becoming national priorities under the Genesis Mission. GE Vernova is positioned like a modern-day Westinghouse at the dawn of the atomic age.
AI runs 24/7. Only nuclear can keep up. This is the start of a multi-decade build-out.
Solar + Metals: The New Industrial Engine
AI has transformed solar from a climate play into a strategic one. Daytime solar frees gas and nuclear for baseline night loads, while data centers are becoming direct customers of dedicated solar fields.
But here’s the twist: solar is now constrained by silver, which just hit a new record above $69, and copper, which is entering a structural multi-year shortage.
The price of silver has jumped 136% in 2025 alone!
And let me put it into an even more shocking perspective. I’m holding in my hand a Silver Eagle I purchased roughly 17 years ago.
I bought 5 monster boxes between 2006 and 2008. I paid an average price of $11 per coin.
That single Silver Eagle you see in my hand is now worth more than a barrel of crude oil. A barrel of oil consists of 42 gallons of crude.
And it’s only going to go up from here.
During our predictions podcast, where you can watch by clicking here, I said I thought silver would reach $73/oz in 2026. Obviously I will have to revise my price target because silver will probably hit $73 by the end of 2025!
Solar demand + AI construction = an industrial metals supercycle.
The MoneyQuake Verdict
AI isn’t the bubble; it’s the ignition.
The Conjoined Twins — AI + Energy — are setting off the greatest synchronized bull market in oil, gas, nuclear, solar, copper, silver, steel, cement, and uranium in living memory.
This isn’t a trend. This is a rebuild of the entire American energy system.
And the investors who see this coming will not just profit — they will become the new energy elite of the AI Century.
Get to the good, green grass first…
Brian Hicks
Check us out on YouTube!Brian is a founding member and President of Angel Publishing. He writes about general investment strategies for Wealth Daily and Energy and Capital. Brian is the managing editor and investment director of R.I.C.H Report (Retired Independent Carefree Healthy) New World Assets and Extreme Opportunities. For more on Brian, take a look at his editor’s page.
