About Energy Macro
Independent Research for Real Asset Investors
Energy Macro is an independent macro research firm focused on one thesis: the 40-year Easy Money Era is over. What comes next — higher inflation, energy scarcity, crumbling infrastructure, and the largest grid rebuild in American history — creates generational investment opportunities for those positioned correctly.
What We Cover
- Grid Infrastructure — State-by-state power grid analysis, data center demand, transmission bottlenecks
- Tollbooth Royalties — The utilities, pipelines, and grid companies that collect a fee on every electron and molecule that flows through their networks
- Real Assets — Gold, silver, uranium, copper, oil — the physical commodities that can't be printed or diluted
- Macro Regime — Yield curves, dollar cycles, PMI signals, and the liquidity plumbing that drives capital flows
The Weekly Wire
Every Tuesday, free subscribers get our macro brief: the week's biggest moves, what they mean, a dashboard of real asset prices, and one actionable idea. Thursday brings a long-form deep dive into a specific thesis.
Paid subscribers get Monday morning early access, the full model portfolio, and real-time alerts when positions change.
Who Reads Energy Macro
Retired professionals protecting their legacy. Business owners optimizing idle capital. Self-directed investors who know the system isn't built for them. Corporate executives with concentrated stock risk. All share one belief: there's a better way — they just haven't found it yet.
About Ethan West
Ethan is a macro strategist with two decades of experience in energy markets, real asset allocation, and quantitative portfolio construction. He founded Energy Macro after watching two market cycles destroy wealth that didn't need to be destroyed — and watching the advisors who were supposed to prevent it collect their fees anyway.
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