We're already seeing spikes in energy requirements due to AI, and these are systems that just generate tokens. The future will be ubiquitous robotics... in addition to this, the human population isn't going anywhere any time soon, so we'll need the energy to power millions of robots + feed/entertain billions of humans. It seems to me like energy needs are just going in one direction, dramatically.
Anyway, if you agree, let's hear what investments you're making to take advantage of this.