Midstream and renewable energy firms offer yields above 4.5% amid rising electricity demand fueled by AI data centers and electric vehicles.
Energy stocks yielding over 4.5% are attracting investor attention as artificial intelligence and electric vehicles drive a sharp increase in power demand. Firms like Enterprise Products Partners (EPD), Enbridge (ENB), and Brookfield Renewable Partners (BEP) are positioned to benefit from the surge, with BEP already supporting Microsoft and Alphabet data centers.
Electricity demand rose 10% between 2005 and 2025 but is projected to jump 60% by 2045, driven by AI, electric cars, and broader electrification. Natural gas turbines are emerging as a quick solution to meet demand, though concerns over noise and pollution persist.
The shift has highlighted opportunities in both traditional midstream energy and renewable sectors, with all three stocks offering yields well above 4.5%.