There's something compelling about watching an economy fire on all cylinders—factories humming round the clock, production lines that never sleep. That's real economic momentum.

AI is already rewriting the productivity playbook. We're seeing efficiency gains ripple through sectors, and honestly, this is just the warm-up act.

Here's the thing though: none of this scales without energy.

You can have world-class factories, cutting-edge AI systems, massive data centers processing terabytes every second—but strand them without sufficient power generation, and everything grinds to a halt. Factories go dark. Computing infrastructure becomes bottlenecked. The whole machine seizes up.

It's not complicated: infrastructure, particularly electricity infrastructure, becomes the real constraint.