5 High-Flying Energy Stocks Trouncing The Markets

#2. Uranium Energy Corp.

Market Cap: $9.3B

YTD Returns: 64.9%

Texas-based Uranium Energy Corp. (NYSE:UEC) is a vertically integrated uranium mining company focused on exploring, developing, and extracting uranium using low-cost in-situ recovery (ISR) methods. The company operates in the United States, Canada, and Paraguay.

Shares of uranium producers have enjoyed a big rally over the past couple of years thanks to strong, sustained demand for nuclear power to fuel AI data centers, rising spot uranium prices, and favorable U.S. policy support for domestic production. UEC’s rally has spilled over into the new year after the company signaled a production ramp-up and launched its new UF6 business line. UEC has launched a new subsidiary, United States Uranium Refining & Conversion Corp. (URC), aimed at becoming the only U.S.-based, vertically integrated supplier with both uranium mining and UF6 (uranium hexafluoride) conversion capabilities. This initiative strengthens UEC's position in the domestic nuclear fuel supply chain, responding to federal policy to increase U.S. nuclear capacity and reduce reliance on foreign suppliers. The new division aims to produce ~10,000 MtU per year of UF6, supporting the production of low-enriched uranium (LEU) and high-assay low-enriched uranium (HALEU) for advanced reactors, including small modular reactors (SMRs).

#3. Northern Graphite Corp.

Market Cap: $31.5 million

YTD Returns: 52.0%

Northern Graphite Corporation (OTCQB:NGPHF) is a Canadian company that engages in the development and production of graphite and other mineral properties. Northern Graphite and other graphite stocks have been rallying primarily due to a projected massive surge in demand for electric vehicle (EV) batteries, combined with severe supply chain constraints and geopolitical moves to reduce reliance on Chinese supplies. Last year, China, which controls over 90% of processed graphite supply, introduced export restrictions on certain graphite products, raising concerns about availability and encouraging Western, non-Chinese alternatives. On the other hand, the U.S. Department of Commerce imposed nearly 100% anti-dumping duties on Chinese graphite imports, with total effective tariffs reaching 160% in some cases. This makes non-Chinese, domestic, or partner-country producers (like those in Canada or Australia) highly competitive.

Meanwhile, battery-grade graphite demand is forecast to grow 8–10x by 2030, driven by the EV market. While lithium grabs headlines, graphite is a critical material in the anode of lithium-ion batteries, representing 10–28% of the battery's total weight. Experts estimate that up to 150 new, diverse mining operations are needed by 2035 to meet the growing demand, and the current supply is failing to keep up, setting the stage for a long-term deficit.

#4. Fluence Energy

Market Cap: $5.2B

YTD Returns: 51.0%

Fluence Energy, Inc. (NASDAQ:FLNC) is a Virginia-based energy company that designs and delivers utility-scale battery technology, software, and services to enhance grid reliability and accelerate the renewable energy transition.

FLNC shares are rallying in early 2026 due to a combination of record-breaking project backlogs, strong fiscal 2026 guidance, and increased investor confidence following analyst price target upgrades. The company is benefiting from high demand for utility-scale energy storage, particularly in relation to AI-driven data center expansion. Fluence has forecast 50% revenue growth in FY 2026, highlighting robust demand for its energy storage solutions. Wall Street firms like UBS and Susquehanna raised their FLNC price targets in early 2026, citing improved gross margin visibility and a strong growth trajectory.

#5. Plug Power

Market Cap: $3.3B

YTD Returns: 26.9%

Slingerlands, New York-based Plug Power (NASDAQ:PLUG) develops hydrogen fuel cells product solutions for global markets. PLUG shares are rallying in early 2026 due to a combination of analyst upgrades, significant operational milestones, and strategic efforts to secure funding. Clear Street analyst Tim Moore upgraded Plug Power to "Buy," noting a potential path to profitability driven by cost-saving initiatives and higher product pricing. Last year, Plug Power announced it had completed the installation of a 5MW GenEco proton exchange membrane (PEM) electrolyzer at Cleanergy Solutions Namibia’s Hydrogen Dune site in Walvis Bay. This facility, inaugurated in September 2025, is Africa’s first fully integrated commercial green hydrogen plant, using a 5MW solar park and 5.9 MWh battery storage to produce hydrogen for local transport and industrial applications. Recently, Plug Power reached a significant agreement with Walmart (NYSE:WMT) to cancel a 2017 stock warrant deal, a move that successfully alleviated investor concerns regarding substantial future stock dilution. This restructuring removes a "long-standing equity overhang" that had previously acted as a drag on the company's valuation.

Despite these positive catalysts, PLUG has historically faced volatility due to high capital expenditures and a lack of profitability, making it a high-risk, high-reward stock.

By Alex Kimani for Oilprice.com

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Original Source At Yahoo Finance