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“Their decision to exempt computers and other data center inputs from tariffs while hitting key electrical infrastructure like wires, transformers…”
@Apricitas Economics
Tariffs tax transformers and wire while sparing compute, so scarce US grid-gear makers gain pricing power.
ETNLONG@ $420.11
$420.12+0.00%
since call May 3
“US solar output rose 28% in 2025 and is projected to rise another 16% this year and 20% in 2027. By then, it'll make up 11.3% of total electricity.”
@Apricitas Economics
US solar generation is breaking records yearly despite hostile policy, set to hit 11.3% of power by 2027
TANLONG@ $59.87
$50.10-16.32%
since call May 3
“the US is in the midst of a massive increase in domestic battery production, with output rising 37% over the last year and tripling since late 2019.”
@Apricitas Economics
US battery output is pivoting from EVs to grid storage; pure-play integrators ride a structural demand surge.
FLNCLONG@ $12.20
$14.15+15.97%
since call May 3
peak +32.4%
“solar power will be meeting the majority of US load growth for the first time in history … investment in "traditional" electricity generators like natural…”
@Apricitas Economics
Natural gas still meets the majority of new US load growth as the backbone of grid expansion
FCGLONG@ $31.18
$28.84-7.53%
since call May 3
00:00LONG
“Texas is seeing by far the fastest electricity growth of any region in the United States—total power generation in ERCOT…”
@Apricitas Economics
Texas is the fastest-growing US power region and dominant in new solar/battery, riding 57% ERCOT growth
VSTLONG@ $154.56
$144.87-6.27%
since call May 3
peak +9.1%
00:00LONG
“US residential electricity prices are up more than 40% since 2020 and continue rising … prices are likely to increase even further in the near future.”
@Apricitas Economics
US residential electricity prices up 40%+ since 2020 and likely to keep rising as demand outruns supply
UTSLLONG@ $50.88
$42.38-16.71%
since call May 3
“Total US battery power capacity … is projected to double over the next two years to almost 90GW.”
@Apricitas Economics
US battery power capacity is set to double to ~90GW in two years as the necessary complement to solar
LITLONG@ $0.93
$2.09+125.34%
since call May 3
peak +188.9%
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