Webinar Replay  |  March 2026

The New Era of U.S. Electricity Demand

And What It Means for Utility Investors

Robert Rapier
Robert Rapier
Chief Investment Strategist — Utility Forecaster
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What You’ll Learn in This Briefing

For nearly two decades, U.S. electricity demand was flat. That era is over. AI data centers, electric vehicles, and industrial reshoring are converging to create the strongest four-year period of electricity demand growth since 2000. Here’s how to position your portfolio before the crowd catches on.

1

The Demand Inflection Point

Why U.S. electricity consumption is breaking out of a 20-year flat trend — and the three mega-forces (AI, EVs, reshoring) driving the surge to an estimated 4.7 trillion kWh by 2030.
2

The Data Center Demand Shock

Data center electricity consumption is projected to nearly triple by 2030 — from 176 TWh to as much as 720 TWh. Discover which utilities sit in the path of this spending wave.
3

The Grid Bottleneck Opportunity

The interconnection queue has ballooned to 2,600+ GW — nearly 2x the entire U.S. installed capacity. PJM capacity prices surged 11x in two years. Learn who benefits most from this constraint.
4

Two Ways to Play the Supercycle

Regulated utilities offer predictable 6–8% EPS growth and rising dividends. Select unregulated power producers have delivered +400% total returns since 2021. Robert reveals his framework for owning both.
5

The Rate Visibility Window

The inverse relationship between Treasury yields and utility performance is well-documented. The utility sector returned +23.3% in 2024 and +16% in 2025. Robert explains why the window is still open.
6

Robert’s Six Investment Rules

The disciplined framework behind 90% of portfolio picks showing gains — including a position with 124% yield-on-cost and 27 consecutive years of distribution growth.
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The Electricity Supercycle Strategy

Defensive Income Strategy

The Utility Forecaster Approach

Robert Rapier
  • High-quality regulated utilities with strong rate-base growth
  • Energy infrastructure benefiting from AI power demand surge
  • Select high-yield equities with durable, growing cash flow
  • Midstream “toll road” pipelines with 27+ years of distribution growth
  • Risk-adjusted positioning — beta of 0.41 vs. the S&P 500
  • Geography-driven selection: Data Center Alley, Texas, Southeast
  • $220B+ in committed utility capital plans already funded
  • The Iran/Hormuz geopolitical risk premium and domestic energy hedge
Put This Strategy to Work Today
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2025 Performance Highlights

+72.7%
Top Portfolio Performer — 2025
Utility Forecaster — 2025
90%
Portfolio Picks Showing Gains
Utility Forecaster
+10%
Growth Portfolio Feb 2026 (S&P: −1.5%)
vs. S&P 500
124%
Yield-on-Cost Long-Term Hold
Long-term Hold

What Subscribers Are Saying

Real results from real Utility Forecaster subscribers — in their own words.

“
AWK at 1,205%. CMCSA at $73,000+. They are both sitting in a rollover IRA waiting for me to retire someday. The investments may not be necessarily exciting, but buy and hold and you will make money. If you want excitement, go to Vegas.
David Meli
Haverhill, MA — Subscriber, AWK held since 2008
“
The earnings have or are sending 4 children to college, supporting my mother, supporting a challenged brother, and preparing me and my wife for retirement. I do not make any new picks without reading the UF.
Kieran Jones
Marietta, GA — Subscriber for 30 years
“
I sleep better knowing my investments are safer but still growing! I now refer to myself as a “utilities girl” and I would not have known how without UF.
Laura Kibben
Milwaukie, OR — 10–20% annual returns
“
The name isn’t exciting. The subject is dry. But it’s the best investment letter I have ever followed. UF has enabled me to position my 401k for steady income and an early retirement.
Bruce Bernard
Fairview, PA — Early retiree
“
It’s not a flashy get rich publication. It’s investing for a steady income that provides income better than current interest rates. Invest in every top 5 recommendation each month and you will be set. Investing made easy!
Randall Taylor
Oklahoma City, OK — 10–20% annual returns
“
My stocks now give me enough monthly income to cover all my monthly living expenses. This is great security, even with a decent pension income.
E. Patricia McElaney
Old Orchard Beach, ME — Full income replacement

Testimonials reflect individual subscriber experiences shared via survey responses (2016–2022). Individual results vary and are not guaranteed. Past performance does not guarantee future results.

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⚡

Iran & the Strait of Hormuz: The Risk Premium Is Back

20 million barrels of oil per day — 20% of global supply — flow through a 21-mile channel. Robert’s latest Forbes analysis explains why domestic U.S. energy infrastructure is the most direct hedge against this escalating geopolitical risk. The electricity buildout is just beginning.

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Robert Rapier

Robert Rapier

Chief Investment Strategist — Utility Forecaster, Income Forecaster & Rapier’s Income Accelerator

Robert Rapier is a chemical engineer, energy expert, and veteran investment analyst with more than three decades of real-world experience in fuels, refining, and global energy markets. He has held roles at ConocoPhillips, worked in refineries from Montana to the North Sea, and holds 12+ U.S. and international patents. His writing has appeared in Forbes, The Wall Street Journal, and The Washington Post, and he has been featured on 60 Minutes and The History Channel.

30+ Years Industry Experience 12+ Patents Forbes Contributor 60 Minutes Featured Author: Power Plays