Energy Isn’t Spiking, Utilities Are: AI Baseload, Gas Turbines, and the Reprice of Energy Services
CPI “energy” is splitting into two stories: gasoline is deflating while electricity and utility gas inflate. This is a structural load + grid constraint regime, increasingly driven by data centers/AI and met by gas turbines, capex pass-through, and delivered-…
Tech, Energy & AI Economy (⚡ or 🧬)