The Frontier — The Power Wall

The Frontier — our weekly deep dive into the forces reshaping the whole market. This week: The Power Wall — can the electricity grid be built fast enough for the age of AI, and what happens to the world's largest portfolios if it can't? The Desk's call: ~68% that US data-centre electricity reaches or exceeds 300 TWh in 2027, with grid delivery — not demand — the contested variable. Read the full deep dive: https://www.universalassetowners.com/reports/the-power-wall-2026-06-13/ | Watch the film: https://www.universalassetowners.com/probability-desk/videos/the-power-wall-cinematic-2026-06-13/ Follow The Universal Owner on Spotify or Apple Podcasts so the next deep dive reaches you first.