It’s happening right now…

A turning point that the former CEO of Google says is: 

“The most important thing that’s going to happen in about 500 years – maybe 1,000 years of human society – and it’s happening in our lifetime.”

Yet very few are fully warning you of what’s coming.

Instead you’re kept distracted by the inane trivialities of “bread and circuses” while the very fabric of our lives erodes beneath our feet. 

As one former U.S. Treasury Secretary says:

“When your great-grandchild writes the history of this period, my guess is that stuff about Donald Trump and Xi will be the second or third story.” 

The first story they write about? 

You and I have never seen anything like it before…

The dot-com collapse, global financial crisis, COVID-19 pandemic… nothing we’ve seen in our lifetime holds a candle to what’s coming next. 

In short, I believe we are about to be plunged into a period of dramatic, almost unimaginable change. 

And you need to be ready, or risk being left behind. 

See my full warning here. 

Porter Stansberry

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Exclusive Article

Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners

By Jeffrey Neal Johnson. Article Published: 1/28/2026. 

Key Points

• 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, coating 34 states in ice and forcing millions 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 thermometers are overheating. Natural gas futures (NG=F) have climbed 5.49% 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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For the average consumer, this means anxiety about utility bills. For watchful investors, it highlights a specific opportunity. The storm is a real-time stress test that underscores the structural value of reliable energy infrastructure. It is no longer just about the weather; it’s about the reliability premium.

The Economics of a Deep Freeze

To evaluate the investment case, investors need to 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 this environment, assets that provide firm power—sources available on demand regardless of sun, wind, or temperature—become especially valuable. The market is repricing these assets, recognizing that in a volatile climate, reliability is not a luxury but a necessity.

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 extensive pipeline network.

When a storm like Fern disrupts gas flows, spreads (price differences between geographic hubs) widen. Energy Transfer benefits by using its large storage facilities to move gas from areas of surplus to regions of high demand. This tactic echoes the company’s strong performance during the historic 2021 freeze—often called the “Uri Playbook.”

The bull case for Energy Transfer goes beyond a single bad week of weather:

• The Insider Signal: Chairman Kelcy Warren bought more than 2 million shares in late 2025. When an insider makes a sizable purchase at market price (around $17.80), it signals confidence that the company is undervalued.
• Strategic Pivot: Management recently suspended the Lake Charles LNG export project. While headline-grabbing, the move removes a costly, regulatory-heavy initiative and allows capital to be redirected to higher-return domestic pipelines and debt reduction.
• Income Fortress: Energy Transfer offers a distribution yield of roughly 7.5%. For investors concerned about volatility, that yield provides an income buffer while waiting for price appreciation.

Vistra Corp: The Hybrid Powerhouse

Vistra Corp (NYSE: VST) sits in a unique market position as a hybrid utility, operating a large fleet of natural gas plants that can ramp quickly during storms and a growing nuclear fleet that provides steady baseload power.

Markets have focused on Vistra’s recent success in the PJM capacity auction. Capacity auctions act like insurance: grid operators pay generators to be available, whether or not they actually produce energy.

For the projected 2027/2028 delivery year, capacity prices cleared at a record high near $333 per megawatt-day. Vistra cleared about 10.5 gigawatts (GW) of capacity in that auction.

• Locked-In Revenue: The auction results translate to billions in future, guaranteed revenue for Vistra. This winter’s events illustrate why capacity prices are so high: grid operators must incentivize reliability.
• Financial Strength: With a recent S&P Global upgrade to investment grade (BBB-) and a $1 billion share buyback program, Vistra has the balance sheet to withstand 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 face fuel shortages during freeze-offs, Constellation’s nuclear fleet operates near full capacity—nuclear physics doesn’t care about wind chill.

That weather-proof reliability helps explain the company’s rising valuation and the interest from large technology firms.

• The Logic: Data centers that power artificial intelligence require constant, massive amounts of electricity and cannot risk outages during storms. Hyperscalers and other tech companies are willing to pay a premium for nuclear energy to ensure 24/7 uptime.
• Valuation Context: Constellation trades at a higher price-to-earnings (P/E) multiple than many peers—near 32—but that premium reflects its scarcity value as a clean, reliable energy provider immune to both freezing temperatures and potential carbon costs.

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 should remain: the U.S. power grid is undergoing a difficult transition, facing rising demand from AI and electrification while retiring older coal plants.

This structural tightness creates a long-term reliability trade that extends well beyond this week’s weather map:

• 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 is a proof-of-concept. In a world of increasing weather volatility and energy demand, the most unglamorous assets—pipes and power plants—are becoming compelling growth stories.

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