You Just Saw One Piece of the Puzzle. Here's the Whole Picture.

The analysis you just read is part of a larger research system we built to capture forced government spending on America's failing power grid.

Every analysis on EnergyMacro — every ETF review, every company profile, every state grid assessment — feeds into a single thesis:

We spent three years building the complete framework. It's called Blackout Fortune, and it connects every piece of research you see on this site into an actionable investment system.

What the Free Research Doesn't Cover

The articles on EnergyMacro give you the thesis. Blackout Fortune gives you the execution:

• The three supply-chain chokepoints where $14 trillion must flow — and the specific vehicles that own them (page 12)
• The 5 stocks to sell immediately — popular names that look like infrastructure plays but are actually on the wrong side of the grid rebuild
• The exact portfolio allocation — every ticker, every percentage, every entry signal — ready to deploy into your brokerage account this week
• A 90-day deployment plan that works in 20 minutes per week alongside your existing portfolio — no options, no margin, no speculation
• The Portfolio Poison Detector — a 4-question audit that reveals hidden grid-transition risk in your current holdings. It has found vulnerabilities in every portfolio run through it
• A 5-year timeline showing when each infrastructure wave hits — so you know whether you're early, on time, or late to each position
• The Advisor Audit Script — 7 questions that expose whether your financial advisor understands what's coming (most don't)

Every analysis you read on EnergyMacro is built from the same research that powers Blackout Fortune. The free articles show you what's happening. Blackout Fortune shows you what to do about it.

The grid is failing. The money is committed. The institutions have positioned.

The only question is whether you're collecting the tollbooth — or paying it.

By Ethan West, EnergyMacro Research