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America’s Energy Push Powers Big Winners
Description
The U.S. is turbocharging its energy strategy with faster permits, more drilling, and expanded LNG exports—setting the stage for a major energy boom. ExxonMobil, now a Permian powerhouse after its $60B Pioneer deal, projects record earnings even at lower oil prices. Cheniere Energy reaps the rewards of reopened LNG export approvals, fueling its massive export terminals. Meanwhile, GE Vernova is dominating the gas turbine market, with a $100GW backlog and sold-out production slots through 2030, fueled by AI data centers’ soaring power demand.
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