Re-Electrification of the U.S. | ETF Trends AI-driven electricity demand is forcing a decade of infrastructure spending into five years. The municipal bond market is becoming a primary financing channel for that buildout, creating income opportunity. Key Takeaways: I recently participated on a panel discussion in Washington, D.C. with leaders from the utilities industry. The topic: the re-electrification of the U.S. Although much is being discussed about this issue, especially as it relates to the stunning ...