For most of the last century, the world’s economic pecking order was decided by who controlled barrels of oil.
That’s still true today, as the ongoing Iran war is showing in painful ways at the gas pump
But a second, quieter contest is unfolding alongside it, and this one is being fought over electrons. The countries, companies, and communities that can generate, move, and deliver electricity reliably are the ones that will set the rules for the rest of the decade. Quick Read – The U.S. grid watchdog issued its highest level warning that surging AI data center electricity demand could strain power systems, while oil prices driven by the Iran war are pushing inflation higher and gas prices up 18% year-over-year. – Control of reliable, affordable electricity generation and delivery is becoming as strategically important as oil control, determining which countries can host the data centers and factories that power the modern economy.
The analyst who called NVIDIA in 2010 just named his top 10 stocks. Get them here FREE. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.