• AGF analysis flagged power supply as a potential constraint on AI data-center buildouts, with demand expected to surge through 2035.
• BloombergNEF forecast data-center electricity use at about 106 gigawatts by 2035, more than double current levels.
• Natural gas seen as the near-term workhorse, already 43% of U.S. generation, with output projected at 1.7 billion cubic meters/day by 2035.
• Nuclear positioned as a long-term decarbonization option, holding about 20% of U.S. power demand through 2035.
• AGF highlighted potential upside for gas producers, midstream infrastructure, uranium suppliers, reactor builders, despite long nuclear development timelines.
• U.S. policy support cited, including about USD 20 billion for reactor design, tax credits for nuclear production, investment.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AGF Management Limited published the original content used to generate this news brief on September 17, 2026, and is solely responsible for the information contained therein.