As 2026 begins, investors are navigating a market where the biggest trends are colliding with the real economy. In a recent conversation with MarketBeat, Altimetry Research’s Rob Spivey laid out three themes he believes can shape market leadership this year: rising electricity prices pushing capital into the grid, an expected wave of AI volatility, and a specific date that could change how investors price interest rates.
Spivey’s first point starts with a line that reframes the entire energy conversation: “price at the meter is the new price at the pump.” The idea is simple: when electricity bills become a pocketbook issue, the pressure to add capacity and reduce bottlenecks increases quickly.
