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[Morning Watchlist]
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Saturday, September 12, 2026  •  Your Daily Market Briefing

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Editor's Note: Gas is over $4 a gallon — and the war in Iran is
squeezing a lot more than your fuel bill. The note below, from
forensic accountant Joel Litman, shows how this squeeze is quietly
creating one of the more unusual investment opportunities of 2026 —
and how you can get his research on it, free.

Body:

I don't care what you think about Trump's war in Iran.

And I don't care what you think about Elon Musk.

Since the bombing began in February, gas prices have jumped 39% —
from $2.98 a gallon to more than $4.15. Americans just lived through
the most expensive August at the pump in history.

And the Strait of Hormuz — where roughly 20 million barrels of oil
used to flow every day — remains mostly closed.

But here's what almost no one is connecting...

Even before the war began, America was running out of the one thing
Elon Musk's AI empire needs most.

Not chips. Not cash.

Electricity.

Wholesale power prices jumped 23% last year. And the Department of
Energy now warns blackouts could increase 100-fold by 2030.

Musk said it himself: "The next shortage will be electricity. They
won't be able to find enough electricity to run all the chips."

The war has only made that squeeze worse.

Which is why Elon isn't waiting for the grid — or for peace in the
Middle East.

He's already deploying a new source of power at his AI sites... one
that could replace our need for foreign oil... and can go live in days
instead of years.

His Colossus supercomputer went from first hardware installation to
training AI models in just 19 days — while a typical new American
power project waits roughly five years for a grid connection.

I call it "Dark Energy."

And I've watched this buildout up close, as senior adviser to a Texas
project the press has called one of the largest energy-and-data-center
complexes in the world.

I've put everything I know into a new free report: what "Dark Energy"
actually is... why it could help end our dependence on Middle East
oil... and why a small group of little-known supplier stocks could
soar as it rolls out across the country.

CLICK HERE TO GET THE FREE "DARK ENERGY" REPORT.
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Good investing,

Joel Litman

Chief Investment Officer, Altimetry

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