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America's Power Grid Wasn't Built for This

Josh Hile video: America's Power Grid Wasn't Built for This

In this video, Josh Hile covers:

  • The Setup: AI's Power Problem and a Hidden Opportunity
  • How Interconnection Actually Works
  • The Queue Has Exploded: 325% Growth Since 2019
  • What's Driving the Backlog: AI, EVs, and the Clean Energy Buildout
  • FERC Order 2023 and the New Deposit Requirements
  • The Three Forces Behind This Opportunity
  • How Returns Are Actually Generated
  • The Real Risks: Timeline, Regulatory, and Concentration
  • Why This Belongs in the Portfolio Conversation
  • Call to Action

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This video is educational only and is not investment advice. See our disclosures.