For the Record: Jed Dorsheimer on the US-China "Divorce" & the Race for Energy Resilience

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For the Record: Jed Dorsheimer on the US-China "Divorce" & the Race for Energy Resilience

The William Blair Energy Research Group Head on "pain at the plug," why China is using gold to move away from the petrodollar, & how to find investment "alpha" in the bottlenecks of the US power grid

Maggie Lake

Jan 15, 2026

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Hi everyone,

Energy has become the “center of the universe,” according to Jed Dorsheimer, group head of the energy and power technologies sector at William Blair. In the latest installment of For The Record, Jed discusses why he believes electricity is replacing gasoline as the most critical barometer for US economic growth and why investors need to pre…

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