ITPM Flash Ep101 The US Electricity Squeeze $ITRI

About this episode

This episode discusses the rising electricity costs in the US and their implications for the AI trade, alongside the momentum in precious metals.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Precious metals have started 2026 with explosive momentum. Gold, platinum, and silver are all surging — but stretched valuations and increasingly parabolic price action raise important questions about what comes next. At the same time, a different pressure is quietly building in the US economy: electricity. Rising power costs, driven in part by the rapid expansion of AI data centers, are becoming a political issue — with potential consequences for how the AI trade evolves from here. In this episode, Jason McDonald explains why power grid infrastructure may offer a cleaner and more durable way to express the AI theme than chips or data centers themselves.

People in this episode

Guest: Jason McDonald

Topics covered

• electricity costs
• AI data centers
• precious metals
• US economy
• power grid infrastructure
• trading insights

Keywords

• electricity squeeze
• AI trade
• trading insights
• precious metals
• power grid
• market analysis

Mentioned in this episode

Organizations: Institute of Trading and Portfolio Management

Products: Gold, platinum, silver

Places: US, AI data centers

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