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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.
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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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