US Power Infrastructure Predictions

Browse US Power Infrastructure market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

1 forecast 1 commentator 1 pending
1 forecast
Person Subject Forecast* Source Date Deadline** Outcome
Andrew Sarna US Power Infrastructure Power infrastructure/producer stocks are attractively valued and represent a long-term investment opportunity given a projected 57-gigawatt US power shortfall through 2028
See quote
[38:20] there was a recent Morgan Stanley report that said uh the shortfall for power in the US is um is expected to be 57 gawatts through 2028. And again I think it's a situation where it's like okay... the US is short 10 New York cities of power through 2028. And it's like okay where where is this going to come from?... you have some of these power producers that have come off their highs... you don't necessarily need to see that parabolic move for them to be attractively valued at these levels.

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Wealthion 2026-10-09 2028-12-31 pending