Growth in U.S. Natural Gas and AI Power Infrastructure ETFs
The U.S. natural gas infrastructure ETF has shown remarkable performance this year, with 'KoAct U.S. Natural Gas Infrastructure Active' rising by 24.5% since the beginning of the year. This increase surpasses the S&P 500 index, driven by concerns over natural gas supply due to geopolitical tensions between the U.S. and Iran. Moreover, natural gas is emerging as a key energy source in the AI era with the rise of data centers, receiving positive evaluations. Goldman Sachs projects that 60% of the future increasing electricity demand will be met by natural gas.
Amidst uncertain global market adjustments, stocks related to AI power infrastructure maintain robust growth. The 'KODEX U.S. AI Power Core Infrastructure' ETF has achieved a return of 20.67% year-to-date. This has been bolstered by high investments in major power companies, optimizing returns. As demand for AI technology grows, so does the need for electricity, leading to an increase in capital expenditure by big tech firms. This trend is likely to continue in the future.
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