US electricity demand is rising at about 5% annually, driven by factors like AI data centers, electric vehicles, bitcoin mining, and industrial onshoring. This growth is reminiscent of the post-WWII electrification boom. The ALPS Electrification Infrastructure ETF (ELFY) focuses on companies supplying power, such as utilities and infrastructure firms, rather than those consuming it. This strategy aims to capitalize on the expanding power grid and energy infrastructure needed to meet surging demand.
Constellation Energy invested $180 million in refueling and maintenance at its Limerick and Calvert Cliffs nuclear plants, bringing thousands of skilled workers to local economies. These projects supported local hospitality and retail sectors while e...
AI technology is driving significant changes, but investment leadership is shifting from chipmakers to companies involved in energy and electrical infrastructure. The growing electricity demand from data centers, expected to double or triple by 2030,...
Oklo Inc. is a speculative investment with no current revenue and a first power plant expected only by 2027-2028, relying heavily on future equity funding. Despite a 300% rally on small modular reactor hype, its shares have declined recently amid ske...
