Goldman Sachs trader Andrey Alipov's glass-half-full take is that the most recent rhetoric will be supportive for the power complex in the medium-to-long-run, and the pullback in grid-related names is a healthy de-rating.
Sure, the DeepSeek saga is a threat to the enabler and picks & shovels layers…
"The Jevons paradox is an economic principle that states that increased efficiency can lead to increased consumption."
