If you're looking for the best place to invest $1,000 right now…
Forget about AI…
Forget about nuclear energy, quantum computing and crypto.
This dwarfs all of it… combined.
Here's the story…
President Trump just signed this bill into law, forcing the immediate replacement of ALL the plumbing under our $382 trillion financial system.
Just like the plumbing under your house moves water, there's plumbing under our economy that moves money. And right now America's "financial plumbing" is 50 years old.
It's slow, it's clunky and it breaks all the time…
However, thanks to a breakthrough new technology that BlackRock CEO Larry Fink is calling "the next major evolution in market infrastructure", there's finally a replacement…
Insiders are calling it The New American Money Grid.
And thanks to this legal mandate that just left President Trump's Desk…
Every financial asset in America MUST be moved onto this New American Money Grid by April 2027.
And once it's in place, every transaction on the New American Money Grid will burn a scarce "Digital Fuel" and that's what this new interview is about.
Getting you in on the ground floor of this little-known asset set to potentially EXPLODE as the trillions starts moving in the coming weeks.
Unfortunately major institutions like BlackRock, Fidelity and Grayscale are already backing up the truck, quietly positioning themselves before the news goes mainstream.
So you don't have long to act.
That's why we brought in legendary tech investor Andy Howard to provide the full details.
Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners
Reported by Jeffrey Neal Johnson. First Published: 1/28/2026.
Article Highlights
- Nuclear power generation is proving its worth by providing stable electricity during weather events when other sources struggle to perform.
- Extensive pipeline networks are essential for balancing supply and demand across different regions during periods of high consumption and stress.
- The shift toward reliable firm power is accelerating as data center expansion and electrification increase the power grid's fundamental value.
Winter Storm Fern has slammed into the United States, encasing 34 states in ice and forcing millions of Americans to crank up their thermostats. While meteorologists track plunging temperatures and an incoming bomb cyclone that could bring blizzard conditions and more snow, Wall Street is watching a different metric: the spark spread.
As the arctic blast strains the grid from the Midwest to Texas, financial indicators are heating up. Natural gas futures (NG=F) have risen about 5.5% this week, and wholesale electricity prices in the Pennsylvania-New Jersey-Maryland (PJM) region have spiked to levels rarely seen outside extreme events.
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If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.
For the average consumer, this raises anxiety about utility bills. For investors, it highlights a distinct market opportunity. The storm is a real-time stress test that underlines the structural value of reliable energy infrastructure. It is no longer just about the weather; it is about a reliability premium.
The Economics of a Deep Freeze
To evaluate the investment case, investors must look beyond the snow and focus on the supply chain. Extreme cold creates a perfect storm for energy markets.
First, demand soars as heating systems run around the clock. Second, supply tightens: frigid temperatures cause freeze-offs, where water vapor in natural gas freezes at the wellhead and blocks fuel flow.
This imbalance creates scarcity. In the PJM Interconnection, spot electricity prices recently spiked above $600 per megawatt-hour (MWh) in some hours.
In this volatile environment, assets that provide firm power become especially valuable. Firm power refers to energy sources that are available on demand, regardless of sun, wind, or temperature. The market is repricing these assets, recognizing that in a volatile climate, reliability is essential.
Energy Transfer: The Pipeline Fortress
If the grid is the body, Energy Transfer LP (NYSE: ET) is the circulatory system. Headquartered in Dallas, the company moves roughly 30% of the United States' natural gas through its pipeline network.
When a storm like Fern disrupts gas flows, the spread—the price difference between geographic hubs—widens. Energy Transfer profits by using its storage facilities to move gas from areas of surplus to areas of high demand. This strategy is often referred to as the "Uri playbook," a nod to the company's strong performance during the 2021 winter storm.
The bull case for Energy Transfer extends beyond a single week of bad weather:
- Insider conviction: In late 2025, Chairman Kelcy Warren purchased more than 2 million shares of Energy Transfer at roughly $17.80 a share. A large insider purchase at market price signals a belief the stock is undervalued.
- Strategic pivot: Management recently suspended the Lake Charles LNG export project. While this drew headlines, it reduces execution and regulatory risk and lets the company focus capital on higher-return domestic pipelines and debt reduction.
- Income buffer: Energy Transfer offers a distribution yield of about 7.5%, providing income that can cushion investors during volatile markets.
Vistra Corp: The Hybrid Powerhouse
Vistra Corp (NYSE: VST) occupies a unique market position as a hybrid utility. It operates a large fleet of natural gas plants that can ramp quickly during storms and a growing fleet of nuclear reactors.
Markets have focused on Vistra's recent success in the PJM capacity auction. A capacity auction functions like an insurance payment: grid operators pay generators to be available, regardless of whether they actually produce power.
For the projected 2027/2028 delivery year, capacity prices cleared at a record high of roughly $333 per megawatt-day. Vistra cleared about 10.5 gigawatts (GW) of capacity in this auction.
- Locked-in revenue: This result secures billions in future revenue for Vistra and validates why prices are so high: grid operators are desperate to incentivize reliability.
- Financial strength: With a recent upgrade to investment grade (BBB-) from S&P Global and a $1 billion share buyback program, Vistra has the balance sheet to weather storms and return cash to shareholders.
Constellation Energy: The Tech Essential
Constellation Energy (NASDAQ: CEG) is the premium play in the energy sector. While gas plants can suffer fuel shortages during freeze-offs, Constellation's nuclear fleet operates near 100% capacity—nuclear physics is indifferent to wind chill.
This weather-proof reliability helps explain the company's rising valuation and why large tech customers are courting Constellation.
- The logic: Data centers powering artificial intelligence require constant, massive amounts of electricity and cannot risk outages during storms. Hyperscalers and other tech firms are willing to pay a premium for nuclear energy to ensure 24/7 uptime.
- Valuation context: Constellation trades at a higher price-to-earnings multiple—around 32x—than many peers. That premium reflects its scarcity value as a clean, weather-resistant source of reliable power.
Beyond the Freeze: The Reliability Trade
Winter Storm Fern will eventually fade from the headlines. The ice will melt, and spot prices will normalize. But the lesson for investors should stick: the U.S. power grid is undergoing a difficult transition, with rising demand from AI and electrification even as older thermal plants retire.
This structural tightness supports a long-term reliability trade that extends well beyond this week's weather.
- Energy Transfer captures the value of moving fuel.
- Vistra Corp captures the value of balancing the grid.
- Constellation Energy captures the value of powering the digital economy.
The cold snap serves as a proof of concept. In a world of increasing weather volatility and rising energy demand, the most prosaic assets—pipes and power plants—are becoming compelling growth stories.
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