 Practical Investment Analysis for the New Energy EconomyBlack Outs or AI Boom, Take Your PickAt 9:34 p.m on July 13, 1977, New York City plunged into darkness. I'm not talking about lights dimming or a trivial brownout that involved some temporary reduction in voltage. Total blackout for 25 hours. For a full day, New Yorkers saw their elevators stop, lights blink out, and anything with an electrical pulse grind to a halt. What sparked this event was a cascade of failures that occurred after several lightning strikes hit key points in the city's power grid. And what followed was a power blackout that became a nightmare scenario for residents. More than a thousand fires were ignited, 1,600 stores were looted, and nearly 4,000 arrests were made as the city descended into utter chaos that night. New York learned the hard way that electricity isn't a modern convenience, but rather an integral part of our society; when it fails, everything else turns feral. Yet this power crisis shouldn't be remembered as a crime story, but rather as an infrastructure one. Why? Because the lesson here isn't that bad people do bad things when nobody's looking. No, dear reader, the harsh message for us is that electricity is the quiet lifeblood to our society. Now take that memory and drop it into today as the country builds a new class of power customer whose demand never sleeps. Data centers don't politely peak. Instead, they sit there like an industrial heart monitor that runs 24 hours a day and 7 days a week without so much as a cigarette break. All they demand is guaranteed power from a grid that is already strained in key regions. The question isn't whether electricity demand is rising — IT IS! Rather, the thing that should be front and center stage during this AI boom is whether the grid will be ready. And the uncomfortable truth is that we spent more than a decade building a grid which can't satisfy that ever-growing hunger for baseload power. Gold Once Again Rallied Back Over $5,000 — The Next Trend Is Clear Gold isn't just moving — it's signaling a structural shift. After brief volatility last week, gold prices climbed back above $5,000 per ounce as softer inflation data reignited hopes of Federal Reserve easing. That vaulted precious metals back into the spotlight as safe-haven demand surged. Central banks kept piling into gold, pushing global official reserves past historic milestones as de-dollarization accelerates. Short-term swings won't derail the bigger story: gold's bull market is intact, underpinned by sustained central bank buying, geopolitical uncertainty, and deep structural demand. Big financial houses even see gold pushing toward ever-higher milestones this year. Enter NatGold — a digital token secured by real, audited, in-ground gold. Blockchain-verified and free of middlemen. It's gold ownership redesigned for the era ahead. Click here to claim your NatGold today. Black Outs or AI Boom: Take Your Pick Let's be absolutely clear… Too few people out there truly realize that the real Age of Electricity isn't coming — it's here. Look, everyone can draw a chart showing power demand rising. However, the hard part is making sure the wires, transformers, and generating capacity show up on time, in the right place, and with the right permits. And nearly every forecast out there is waving a giant red flag that U.S. power consumption will surge in 2026 and 2027, even after record power demand last year. The thing is, this growth isn't being evenly distributed across the board. We know it's clustering and gaining strength around the new digital and industrial buildout taking place right now. In fact, data centers are expected to account for roughly half of U.S. power demand growth over the next four years. For the record, that's about 2% annually, or more than twice the pace we've experienced since 2016! That's why certain grid operators are starting to talk in a new language. Believe me, they aren't simply saying "welcome, new customer." Their tone has shifted to something more akin to "bring your own power" and "we may have to manage your load when the system is stressed." If that sounds unusual, it is. Grid operators are yelling at the top of their lungs that demand is going to arrive faster than supply and infrastructure. But the grid is not "unready" because people lack ambition; it's lacking due to bottlenecks that don't take bribes or cut corners. Remember, transmission takes years to permit, site, build, and new load shows up on a much shorter clock. That's not to mention the fact that interconnection queues are jammed, which delays new generation and storage even when the projects exist on paper. Big equipment is slow. Transformers and switchgear don't materialize just because a spreadsheet says they're needed. Of course, communities push back even harder because — not surprisingly — they're the ones who pay when large new loads arrive. See, the bill shows up on household rates long before new data center ribbon-cuttings feel worth it. That doesn't take into account another reality regarding our power generations — the fact is that we've invested billions into new wind and solar generation over the last decade. Unfortunately, those two clean power sources will leave you hanging. Intermittency isn't a moral argument, it's a logistics problem when data centers and industrial electrification want steady, controllable power around the clock. Sure, battery capacity is improving, but the system is nowhere near the point where storage can universally turn variable generation into firm power at the scale we'll need… not yet, at least. The good news is that there is a solution — two of them, actually. Tariff revenue is exploding:
A portion is already being funneled into a federal payout system I call "Tariff Rebate Checks." In some cases, that could mean payouts worth up to $8,276 per quarter. Click here to see how this payout structure works before the next distribution cycle begins. The Hidden War for Power That's where the AI story stops being glamorous and starts being profitable. First, we've always pointed toward natural gas as the bridge fuel that can be built and dispatched faster, with the ability to meet load when the weather doesn't cooperate. And it's a good thing, too, because our domestic gas production is still on an upward trajectory. That's not going to change anytime soon, and you can bet the market will take full advantage of that fact. If natural gas is the bridge, then it's becoming clear to us that nuclear is shaping up to be the backbone of our power grid. Not only is President Trump aggressively pursuing an expansion of our nuclear industry, but capacity is expected to quadruple to roughly 400 GW by 2050. Granted, the more we embrace traditional nuclear power, the more we'll see a stronger push for next-gen reactor designs where permitting and supply chains can be made repeatable. You can see which direction we're going if you look close enough… The hidden gem in the AI boom isn't "AI." AI is quickly transforming into an energy trade, and those players delivering the dependable baseload juice 24/7 should be at the top of your radar. Take a look at exactly which tickers my readers and I are riding higher today. Until next time,
Keith Kohl A true insider in the technology and energy markets, Keith's research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing's Energy Investor and Technology and Opportunity. For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology. Keith's keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith's Topline Trader advisory newsletter.
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