Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it?
Topics covered include:
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Show Notes
Microsoft in deal for Three Mile Island nuclear power to meet AI demand by Myles McCormick and Jamie Smyth—The Financial Times
Nuclear Power Was Once Shunned at Climate Talks. Now, It’s a Rising Star. by Brad Plumer—The New York Times
Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner—YouTube
Q&A - Germany’s nuclear exit: One year after—Clean Energy Wire
Fukushima Daiichi Accident—World Nuclear Association
Chernobyl Accident 1986—World Nuclear Association
Nuclear Energy in a Low-Carbon Energy Future—NEI
Electricity Mid-Year Update - July 2024—IEA
What is U.S. electricity generation by energy source?—U.S. Energy Information Administration
How old are U.S. nuclear power plants, and when was the newest one built?—U.S. Energy Information Administration
Global price of Uranium—FRED
Investments Mentioned
Pelican Energy Partners
Sprott Physical Uranium Trust Performance (SRUUF)
GlobalX Uranium ETF (URA)
VanEck Uranium and Nuclear ETF (NLR)
Sprott Uranium Miners ETF (URNM)
Sprott Junior Uranium Miners ETF (URNJ)
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