There is a survey stake in a field within a hundred miles of your business right now, and eighteen months from now it will be a substation, a battery plant, or a data center the size of forty football fields. The permit is public. The rezoning hearing is public. The utility capital plan is published every year. Almost nobody in the trades reads any of it, and that gap is the entire opportunity in this episode.Jeremy Hanson breaks down the largest rotation of capital back into the physical world in a generation, and then does the part most business shows skip: he explains exactly how a six-person electrical company, a three-man millwright crew, an excavation contractor, a trucking company, or a service business actually gets paid from it. Utilities are looking at roughly one point three trillion dollars in capital spending between 2026 and 2030. Fede ...