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The energy sector was the center of attention today amid surging tensions in the Middle East, with potential supply disruptions sending prices higher after a weekend exchange of fire along the Lebanon border. But while crude futures (CLV24) continue to fluctuate in response to traditional geopolitical catalysts, there’s a broader shift reshaping the energy sector as artificial intelligence (AI) demand forecasts begin to rise. Specifically, the rising electricity needs of AI data centers are expected to add around 323 terawatt hours of electricity demand in the U.S. by 2030. As power companies …

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