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Brian Kessens breaks down the energy sector’s leadership, driven by geopolitical tensions and rising oil prices. He highlights the U.S. advantage in energy and the growing importance of natural gas to meet surging power demand, especially from data centers. Kessens also points to energy infrastructure names as attractive for both growth and income through strong cash flow, dividends, and buybacks.

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Energy Leads on Geopolitics: Brian Kessens on Oil, Gas, and Growth

Schwab Network

Energy Leads on Geopolitics: Brian Kessens on Oil, Gas, and Growth