A free briefing with Robert Rapier — Chief Investment Strategist at Utility Forecaster and one of the first analysts to call AI-driven electricity demand as a major investment thesis. Inside: the structural shift remaking America’s electric grid and how to position your portfolio for the next decade.
Enter your email — session details sent instantly
Your privacy is important to us. We will never sell or transfer your information. Privacy Policy
Why ChatGPT, AI training runs, and data-center growth are causing the biggest U.S. electricity demand surge since the 1970s — and why this trend has years of runway ahead.
Which utilities and infrastructure plays are positioned for the trillion-dollar buildout ahead as supply struggles to keep up with surging AI demand.
Why your electric bill keeps climbing — and how to position yourself on the right side of the wealth transfer instead of paying for it.
How to evaluate both in an era of AI-driven demand, with specific examples from Robert’s actively managed portfolios.
His 6-rule playbook for building wealth with lower volatility, developed over 36 years managing essential-service portfolios.
A chemical engineer by training, Robert has spent 36 years analyzing energy markets. He manages two actively maintained portfolios covering utilities, pipelines, REITs, telecom, and other essential-service stocks. He has been cited by Bloomberg, The Washington Post, Business Insider, and 60 Minutes.
Robert was among the first analysts to identify AI-driven electricity demand as a major investment thesis for utility stocks — before it became front-page news.
The AI Power Supercycle is rewriting the playbook for utility and infrastructure investing. Join Robert Rapier live to learn how to position your portfolio for the next decade.