For nearly two decades, the U.S. electric grid was a story of stagnation. Power demand barely grew. Efficiency gains offset economic expansion. Utilities built cautiously, regulators emphasized affordability, and investors came to expect modest growth paired with steady dividends. That framework is breaking down.
Instead of relying entirely on traditional regulated utility models, we’re seeing more interest in dedicated generation — nuclear restarts, life extensions, and direct-connect natural gas plants serving manufacturing hubs and data centers.
That shifts capital toward companies that own…
This post originally appeared at Investing Daily.