Lubershane: Retail electricity prices will outpace inflation, driving broader inflation
Andy Lubershane · Enter the electric supercycle · Jun 18, 2026 · at 7:07
Andy Lubershane, Head of Research at Energy Impact Partners, explains how supply chain price lags will soon hit retail electricity consumers.
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“I have a very high degree of confidence that moving forward, because as you said, all this stuff is, is leading indicators prices are going to rise faster than inflation overall, and because electricity is sort of a Foundational good for the economy. They'll actually be, you know, a feedback loop or they're a driver of inflation too.”
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