Free Live Briefing: U.S. Electricity Demand Is Surging — What It Means for Your Portfolio
Free Online Briefing

How to Get Paid Every Time Someone Chats With ChatGPT — and Why the AI Power Supercycle Is Just Getting Started.

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.

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In This Briefing, You’ll Learn

The AI Power Supercycle

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.

Where the Grid Bottlenecks Are

Which utilities and infrastructure plays are positioned for the trillion-dollar buildout ahead as supply struggles to keep up with surging AI demand.

The “AI Power Tax”

Why your electric bill keeps climbing — and how to position yourself on the right side of the wealth transfer instead of paying for it.

Regulated vs. Unregulated Utilities

How to evaluate both in an era of AI-driven demand, with specific examples from Robert’s actively managed portfolios.

Robert’s Income Framework

His 6-rule playbook for building wealth with lower volatility, developed over 36 years managing essential-service portfolios.

About Your Host

Robert Rapier
Robert Rapier
Chief Investment Strategist, Utility Forecaster

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.

16.5%
Growth Portfolio ’25
10.7%
Income Portfolio ’25
4.8%
Avg. Yield
~50%
Less Volatility

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Don’t Miss This Free Briefing

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.