America's Grid Is Breaking. Here's How to Profit From the Rebuild.
The US power grid is the largest machine ever built. It's also 40 years past its expiration date.
Data centers are consuming electricity at 3x the rate anyone predicted. Population is surging in states that can barely keep the lights on. And the federal government just committed $14 trillion to rebuild infrastructure that should have been replaced a decade ago.
This isn't a crisis. It's the investment opportunity of the decade.
What You'll Find Here
Grid Risk Reports — Every state's power grid, analyzed. Vulnerabilities, demand surges, and where the money is flowing.
Tollbooth Royalty Analysis — Company-by-company research on the utilities, pipelines, and grid builders that collect a fee on America's energy.
ETF Monitor — Real asset ETFs analyzed through the Energy Macro lens. What to own, when, and why.
The Weekly Wire — Free macro brief every Tuesday. Paid subscribers get Monday early access + model portfolio.
Start Here
- Texas Grid Risk Report — The most vulnerable grid in America
- California Grid Risk Report — Renewables meet reality
- Virginia Grid Risk Report — Data center capital of the world
- NextEra Energy Analysis — America's largest utility
- URNM ETF Analysis — The nuclear fuel play
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