ENERGY INSIDER
JULY 7, 2025
AMERICA'S LAST GREAT OIL FORTUNE
HOW AI'S ENERGY CRISIS UNLOCKS ALASKA'S $2 TRILLION TREASURE
An exclusive analysis of the investment opportunity that Wall Street hasn't discovered yet
This is a Must-Read
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Insider Analysis:
While Wall Street obsesses over AI stocks, the real money-making opportunity may be in the massive energy infrastructure needed to power them. Alaska's federal lands contain half of America's undiscovered oil reserves, and with data centers pushing electricity demand to breaking point, this hidden energy treasure is about to become the decade's biggest investment story.
Trusted Partner Presentation
Trump's Backing Oil. Nvidia's Powering A.I.
There's a new kind of power play happening in the Middle East.
Trump helped broker it.
Nvidia's chips are driving it.
And Saudi money is funding it.
But here's what the media missed…
A tiny U.S. energy company could be one of the biggest beneficiaries of the A.I. + energy boom this deal kicks off.
Karim Rahemtulla says it's the most undervalued stock he's seen in years:
- It's wildly profitable – over $3 billion in operating income.
- Pays a growing dividend
- Trades at a fraction of its peers
- And it landed a partnership with a major A.I. player
This has all the makings of a true market unicorn.
And right now, you can still get in before the floodgates open.
Click here for the presentation on Karim's newest unicorn stock
America's artificial intelligence boom has created an energy problem that Wall Street hasn't fully grasped yet—and it's about to unlock the investment opportunity of a lifetime in Alaska's vast oil reserves.
While everyone focuses on AI chip stocks, the real bottleneck threatening the entire industry is power generation. A new government geological survey confirms Alaska holds approximately half of America's undiscovered federal oil deposits, perfectly positioned to solve the AI industry's growing energy crisis just as the Trump administration removes regulatory obstacles that have kept these reserves locked away for decades.
Hidden Fortune Beneath Arctic Ice
Alaska Exposure Plays
XOM, CVX, COP
These energy giants hold significant Alaska assets that could explode in value as Arctic development accelerates.
The Arctic National Wildlife Refuge sits atop what government geologists estimate to be 7.7 billion barrels of recoverable oil—a treasure trove that environmental politics have kept locked away until now.
The AI revolution is changing the calculation entirely: with data centers driving electricity demand through the roof and natural gas prices set to more than double, America desperately needs new domestic energy sources. Interior Secretary Doug Burgum's recent statement that "American Energy Dominance is more important than ever" signals a fundamental shift in priorities.
For astute investors, this represents a rare convergence where massive untapped resources, urgent national need, and political will all align to create extraordinary wealth-building potential.
The AI Power Crunch Nobody's Talking About
Here's the energy crisis that's about to reshape American investing: artificial intelligence's appetite for electricity is growing so fast it's breaking the power grid.
Commercial electricity consumption is projected to surge 5% in 2026—the steepest increase in decades—with data centers in Texas and the Northeast consuming power at rates that are forcing utilities to scramble for new supply sources.
The financial impact is already visible: natural gas prices are rocketing from $2.20 per million BTUs in 2024 to a projected $4.90 by 2026. This isn't just an energy story—it's a massive wealth transfer waiting to happen, favoring investors positioned in domestic energy production before the mainstream market realizes how severe the supply shortage has become.
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Alaska's Advantage Over Previous Energy Booms
Infrastructure Winners
WMB, KMI
Pipeline companies positioned to capture massive infrastructure spending as Alaska connects to national energy grid.
Alaska's investment potential dwarfs even the legendary Permian Basin boom that created so much wealth over the past decade. While the Permian took years to ramp up and now produces 46% of U.S. crude oil, Alaska benefits from several crucial advantages.
These include advanced drilling technology that didn't exist during previous energy expansions, urgent national energy security needs driven by AI infrastructure demands, and political support that's removing decades-old regulatory barriers.
The Permian's annual production growth of 485,000 barrels per day transformed that region's economy and created extraordinary returns for early investors. Alaska's reserves are potentially much larger, and the current energy crisis provides the political cover needed for rapid development.
The Infrastructure Investment Cascade Effect
Alaska's energy development will trigger the largest infrastructure spending cycle in modern American history, creating multiple layers of investment opportunity that extend far beyond oil drilling.
The project requires massive pipeline networks to connect Alaska's resources to the lower 48 states, where companies like Williams Companies already operate extensive natural gas infrastructure that could be expanded. Major energy companies including Exxon Mobil (XOM), Chevron (CVX), and ConocoPhillips (COP) are quietly positioning their Alaska operations for expansion.
Meanwhile, pipeline giants Williams Companies (WMB) and Kinder Morgan (KMI) could see their infrastructure become critical to America's energy independence. This isn't just about oil extraction—it's about building the energy arteries that will power America's AI-driven economy for decades to come.
Timing Convergence Creates Investment Sweet Spot
The investment stars are aligning for Alaska in ways that rarely happen in energy markets. Global oil dynamics show OPEC+ increasing production by 411,000 barrels per day, highlighting tight worldwide supply just as U.S. domestic production faces decline.
American production is expected to fall from 13.5 million barrels daily to 13.3 million by late 2026. Meanwhile, AI's energy demands are accelerating faster than anyone anticipated, creating a supply-demand imbalance that could persist for years.
Alaska's development timeline perfectly matches this crisis: regulatory approvals are accelerating under the Trump administration, advanced drilling technology can fast-track production, and the scale of Alaska's reserves can meaningfully impact national energy supply.
What This Could Mean For Investors
The institutional investment community is beginning to recognize what individual investors haven't yet discovered: America's AI revolution is creating an energy supply crisis that could make Alaska development the most profitable theme of the late 2020s.
With electricity demand from data centers growing 5% annually, natural gas prices doubling, and domestic oil production declining, the supply-demand fundamentals are building toward an explosive investment opportunity.
The beauty of the Alaska story is its multiple profit centers—oil production, natural gas extraction, pipeline infrastructure, and energy transport—all benefiting from the same underlying AI-driven demand surge. Early positioning in Alaska-focused energy companies could capture the full value of this transformation before mainstream recognition drives prices to premium levels.
Before You Go...You Need To See This
Trusted Partner Presentation
Radical Tech Could Create 100 Million Times More Energy Than Coal, Oil, Natural Gas
Have researchers at MIT just unlocked the "holy grail" of clean energy?
Scientists have recently made a breakthrough in a radical new power source we're calling "Helios" technology.
This game-changing tech could create up to 100 million times more energy than coal, oil, or natural gas.
It produces no carbon emissions or long-lived radioactive waste.
And - most incredibly of all - its primary fuel is the most abundant element in the universe.
In other words, this marvel of physics has the potential to generate virtually limitless energy.
And scientists at an obscure startup have just made a breakthrough that could trigger mass adoption.
This startup could become the Nvidia of "Helios" Technology.
