Howdy folks,
Yesterday, we talked about the growing strain on the U.S. power grid — and how increasing energy demand from electric vehicles (EVs), artificial intelligence (AI), and industrial expansion is putting the system under pressure.
But there’s a bigger question looming: Where will all that extra power come from?
Renewables like wind and solar have been touted as the solution, but they come with major limitations — they’re intermittent, require massive storage solutions that don’t yet exist at scale, and take up enormous land footprints.
That’s why nuclear energy is stepping into the spotlight.
Why Nuclear?
Unlike wind and solar, nuclear power is consistent, scalable, and capable of delivering high-output energy 24/7.
Here’s why that matters:
- EV charging requires stable, on-demand electricity. If millions of new EVs hit the road and start charging at night, solar isn’t going to cut it.
- AI data centers are power-hungry. AI computing demands insane amounts of electricity—data centers are on pace to use more power than entire countries.
- Industrial expansion is ramping up. The U.S. is in the middle of a reshoring boom, with factories and semiconductor plants being built across the country. These facilities require massive energy loads.
As energy demand surges, nuclear is shaping up to be one of the only viable solutions — and governments are taking notice.
The Uranium Boom
If nuclear is going to power the future, that means one thing: demand for uranium — the fuel behind nuclear reactors — is going to skyrocket.
And it already is.
- Countries around the world are investing heavily in nuclear power. The U.S., Europe, China, and even Japan (which once swore off nuclear after Fukushima) are ramping up nuclear production.
- Uranium prices have been surging. We’ve already seen a major move in uranium stocks, but this could just be the beginning.
- New reactors are in the pipeline. Small modular reactors (SMRs) are making nuclear more adaptable, and nations are securing uranium supply for long-term energy needs.
This isn’t just a short-term trade. It’s a massive shift in the global energy landscape — and traders who spot the trend early could be in for a long runway of opportunity.
Want to know how to position yourself?
I’ve put together a special briefing on the 2025 Uranium Boom — including my #1 uranium play!
Until then, stay sharp.
—Geof Smith
