Ninepoint North American Energy Independence ETF (ENRG)
We Need More Energy.
Where It Comes From Matters.
ENRG: An ETF spanning North America’s energy advantage across supply, infrastructure, reliable power, and strategic inputs.
Why ENRG?
Rising Power Demand
AI, data centers, electrification and economic growth are accelerating electricity demand. U.S. electricity consumption is expected to rise significantly through the end of the decade, increasing the need for generation, reliable power and grid infrastructure.
Energy Security
Energy security has become economic security. In a more fragmented world, dependable supply, political stability and the infrastructure to move energy where it is needed are becoming increasingly important economic advantages.
Re-Industrialization
Advanced manufacturing is returning to North America. Semiconductor fabs, battery plants and other industrial facilities require abundant, secure and competitively priced energy, turning power availability into a strategic advantage.
Resource Security
The next energy system requires more than fuel. Copper, uranium, nickel and other critical minerals are essential to power generation, grid development, data centers and advanced manufacturing, increasing the strategic importance of secure North American supply.
- Nuclear &
Uranium - Midstream &
Infrastructure - Industrial &
Datacenter - Power &
Grid - Critical Minerals &
Materials - Traditional
Energy
The North American
Advantage
Few regions can match North America’s combination of resource abundance, infrastructure, technical expertise, investable public companies and political stability.
The U.S. brings scale in production, refining, LNG, power demand, technology and capital. Canada adds globally important oil and gas resources, uranium, hydroelectricity and critical-mineral potential within one deeply integrated continental energy system. Together they create an energy superpower that would be hard to duplicate anywhere in the world.
EXPLORE THE INVESTMENT CASEThe ENRG Opportunity Set
Investing Across the North American Energy System
ENRG invests across the North American energy value chain, from the companies that produce and transport energy to those generating reliable power and supplying the strategic materials required to expand the system.
Energy Supply
Oil and natural gas remain foundational to transportation, industry and power generation. ENRG seeks exposure to North American producers with durable resources, competitive economics and resilient cash flows.
Reliable Baseload
Nuclear provides reliable, round-the-clock power as electricity demand grows. ENRG seeks exposure across nuclear operators, uranium producers and essential fuel-cycle businesses.
Electrification Inputs
Copper and critical minerals are the building blocks of grids, data centers and advanced manufacturing. ENRG seeks exposure to North American resources with growing strategic importance across the energy system.
Energy Transport
Pipelines and infrastructure connect production with demand centers and global markets. ENRG seeks exposure to strategically important networks, evaluating the stability of contracted and fee-based cash flows alongside balance-sheet strength.
How ENRG Invests
Disciplined Portfolio Construction
ENRG uses a proprietary scoring framework to evaluate companies across three key dimensions. The scores inform security selection and portfolio construction, alongside sector-specific analysis, company fundamentals, valuation and market conditions.
SEE HOW ENRG INVESTSInvest in North America’s Energy Advantage
ENRG provides exposure across the resources, infrastructure, reliable power and strategic inputs behind North America’s highly integrated energy system.
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