Washington Post Says US Facing Electricty Shortages. AIA Weekly Report 3.23.24

A recent article in the Washington Post reports that the US is facing an electricity shortage because of years of underinvestment in the transmission grid and underestimating electricity demand due to the growth in data centers and AI.

This will lead to more plants being built and more transmission and distribution infrastructure needing to be built. This is bullish for AIA subscribers.