Why Electricity Inflation Is the Next Big Economic Story
Thursday, 14 August 2025 () By Peter Tchir of Academy SecuritiesA few months ago, we started to regularly check in on the Tariff Revenue chart. We look forward to getting the next “large” number in a little less than 2 weeks. In the meantime, this chart has attracted our attention. Full credit to zerohedge for pounding the table on it, but it fits a few of our themes quite well: Energy = Electricity. We have started trying to disassociate energy with oil and make sure we highlight that energy, in this day and age, means electricity even more than…
Thursday, 14 August 2025 ()
