Serious question, what do we think is the best trade to play for the coming power needs, that US infrastructure clearly is not ready to supply?
Long PJM & ERCOT?
Long Uranium? (hoping someone wakes up)— Hammer Capital (@yourfavorito) October 7, 2025
Average US electricity price over the years, per Axios: pic.twitter.com/dcdkUjbNKJ
— unusual_whales (@unusual_whales) October 7, 2025
Peter Boockvar dropped that eye-opener on October 7, sharing a Financial Times chart showing the massive buildout of global data centers, set to guzzle more power than Japan by 2026, and tagged it with the line that all this tech boom will slap folks with a 100 percent hike in electricity and water bills every year. ZeroHedge jumped on it hours later, reposting the chart to hammer home the sticker shock from AI’s endless hunger, right as US wholesale power prices have already shot up 267 percent since 2020 in data center hotspots like Virginia. This mess traces back to the green energy rush, where California’s push for 100 percent clean power by 2035 means 7.7 percent yearly bill jumps for LA DWP customers to fund grid upgrades and storage, just like Europe’s net zero drive that spiked UK energy costs 28 percent since 2021. Big Tech’s chasing cheap electrons for their server farms, but utilities foot the bill by hiking rates on households to build out renewables and batteries, leaving regular people to swallow the tab while companies snag subsidies. Come 2026, expect average US electric bills to climb another 10 to 15 percent nationwide per EIA forecasts, hitting low-income families hardest with $300 extra yearly, and water rates tagging along 5 to 8 percent from treatment plant overhauls. Boockvar called it a “chart of the day” to spotlight the hidden toll, while ZeroHedge readers piled on about “paying for Elon and Zuck’s toys,” and even Newsom’s camp touted $100 credits as relief, but that’s a drop against the flood. BLS numbers show electricity up just 5.5 percent through July, not 100 yet, and water lags at 3 percent, but those are baselines before full data center demand kicks in by mid-2026, so the real crunch might land softer if grids hold or harder with blackouts. Folks grinding through these hikes know the score: innovation’s great until it’s your wallet bleeding for it.