Eaton, Devon and BWX: 2026 Energy-Density Plays With 25%–27% Upside

Goldman Sachs' December outlook projects a 50% rise in global LNG supply by 2030, framing 2026 as the turn from an oil supply wave to LNG. IEA and Bloom Energy flag surging power-density needs and greater on-site generation at data centers. In this context, Eaton (ETN), Devon (DVN) and BWX Technologies (BWXT) are cited with 25%–27% upside potential.