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:

• Why did Microsoft sign an agreement to reopen a nuclear reactor at the infamous Three Mile Island nuclear facility
• How much does nuclear energy contribute to global power generation
• Why is demand for electricity accelerating
• What are the advantages and challenges with nuclear energy
• What investment vehicles individuals can use to invest in nuclear energy

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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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