One of president Trumps slogans that he ran on is “Drill, baby drill.”  While that sounds good, I wouldn’t count on much of a drill, baby drill benefit:

Click here for article

The article was written before the deepseek news.  Deepseek doesn’t change the article’s conclusions.  More electricity will be needed whether it’s with lot of smaller data centers or several huge ones.  Demand is rising with or without AI.  Williams Cos. just boosted their dividend to 50 cents quarterly.  They have a long-standing tradition of annual boosts.

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