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As I mentioned in yesterday’s newsletter, nuclear energy is starting to make waves again, and there’s a good reason for that — but it’s only one piece of the larger energy puzzle we’re looking at right now.
Today I want to talk about how nuclear fits into the broader energy landscape, where renewables, fossil fuels, and other energy sources are all competing.
Renewables vs. Reliability
While wind and solar have seen major growth over the last decade, the challenge with these renewable sources is that they aren’t constant. They depend on weather, daylight hours, and other variables that make them unpredictable.
Little-known fact: the power grid works like a balancing act.
The amount of electricity produced by power plants needs to match the amount being used by homes, businesses, and industries at any given moment. That means power plants have to adjust their output in real-time based on the demand. If the grid produces too much or too little power, it can cause blackouts or damage the grid.
And that’s where nuclear really shines. Unlike wind or solar, which can fluctuate depending on conditions, nuclear energy provides a steady, reliable stream of power 24/7. It’s not dependent on the sun shining or the wind blowing, which is why we’re seeing a renewed focus on nuclear to supplement the energy grid — especially as the demand for stable energy surges with the rise of tech and AI.
Oil and Gas: The Global Tug-of-War
Oil and gas are still dominant players, but the market is constantly battling between supply issues, geopolitical tensions, and environmental pressures. For example, China’s recent slowdown has dampened oil demand, while Europe is looking for alternatives as they aim to wean off fossil fuels.
Again, another place where nuclear steps up — it’s seen as a cleaner, safer alternative that can help fill the gaps when renewables aren’t enough and fossil fuels are in decline.
The Next Energy Frontier: Beyond Power Plants
Interestingly, nuclear has come a long way. It’s no longer just about massive power plants.
As I mentioned earlier this week, companies like Google are looking at small modular reactors (SMRs) to power their data centers. It’s a sign that nuclear isn’t just about powering the grid anymore — it’s becoming a custom solution for industries with growing and unique energy needs.
Add to that the fact that banks are backing nuclear investments thanks to global pushes for cleaner energy, and you can see why nuclear is moving from “backup plan” to “essential energy source.”
What Does This Mean for Investors?
With nuclear power growing in importance and SMRs becoming a more realistic option, there’s plenty of opportunity in this space.
From energy companies that specialize in nuclear, to industrials and tech firms turning to nuclear for reliable energy, this is a trend that’s only going to pick up speed.
Today, I’m going to be sharing my top nuclear play at 3pm ET. Just register your spot here to get it, absolutely FREE.
— Geof Smith
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