Power stocks: Domestic story gets global tailwind? 8 power stocks from different segments with upside potential of up to 32%

There is one sector where a basic principle of economics has been turned upside down: The power sector. What is that principle? When demand exceeds supply, the producer of that good should make money. But in the case of power companies, which became the darlings of the street in 2007, literally everyone was in trouble till as late as 2019. Then things began to change. Today, after a clean-up which started at the policy level, things are looking better. And the stocks have also done well. Now, the question: Is there something bringing fresh tailwinds for the sector? And more powerful than earlier? The answer is yes. But the players who will benefit may be different than earlier cycles.

Jan 17, 2026 - 16:00
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Power stocks: Domestic story gets global tailwind? 8 power stocks from different segments with upside potential of up to 32%
There is one sector where a basic principle of economics has been turned upside down: The power sector. What is that principle? When demand exceeds supply, the producer of that good should make money. But in the case of power companies, which became the darlings of the street in 2007, literally everyone was in trouble till as late as 2019. Then things began to change. Today, after a clean-up which started at the policy level, things are looking better. And the stocks have also done well. Now, the question: Is there something bringing fresh tailwinds for the sector? And more powerful than earlier? The answer is yes. But the players who will benefit may be different than earlier cycles.

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