Issue No 149 | December 8, 2025
Bloomberg New Energy Finance predicts US data center power demand could reach 106 gigawatts by 2035. That’s 36 percent higher than the information and analysis company’s April forecast. And it’s a four-fold increase from current demand, according to Bloom Energy.
AI’s far from the only driver of accelerating electricity demand growth. Manufacturing companies are reshoring facilities to the US to safeguard supply chains. Heavy industry, including oil and gas producers, are electrifying processes. And despite the end of tax credits, the number of electric vehicles on the roads continues to grow.
That’s all driving record levels of utility CAPEX, for […]
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AI, Earnings and Elections: What’s Ahead for Utilities in 2026
Elections have consequences, even in so-called “off years” like 2025. And that’s especially true for regulated businesses like electricity, water and natural gas distribution, even communications comp [...]
Year-End Moves that Make Sense Now
On average, the 41 CUI portfolio stocks are ahead by 17 percent year to date. That number bakes in a big hit we took early in the year from recovery play XPLR Infrastructure (NYSE: XIFR). And it in [...]
High Borrowing Costs: Less Payout More Plowback
Higher for longer borrowing costs, heavy debt and shrinking revenue doomed several communications company dividends in 2025. Now the combination of expanding investment opportunities and elevated f [...]
Next Issue Date: January 12, 2026
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Roger Conrad has committed his entire professional life to uncovering the best investment opportunities in the utility sector. Roger loves the industries he covers and never stops digging, never stops learning. Roger has never strayed from his mission of delivering the best stocks for investors seeking reliable income.
About Roger S. Conrad
Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth.
Roger built his reputation with Utility Forecaster, a publication he founded more than 20 years ago that The Hulbert Financial Digest routinely ranked as one of the best investment newsletters. He’s also a sought-after expert on master limited partnerships (MLP) and former Canadian royalty trusts.
In April 2013, Roger reunited with his long-time friend and colleague, Elliott Gue, becoming co-editor of Energy & Income Advisor, a semimonthly online newsletter that’s dedicated to uncovering the most profitable opportunities in the energy sector.
Although the masthead may have changed, readers can count on Roger to deliver the same high-quality analysis and rational assessment of the best dividend-paying utilities, MLPs and dividend-paying Canadian energy names.
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