![]() Practical Investment Analysis for the New Energy EconomyNVIDIA Goes Nuclear, And It’s About Damn TimeKeith Kohl In the Spring of 1957, a very distinct cheer rose off inside a little-talked about base called Fort Belvoir. Now, bear in mind that Fort Belvoir certainly wasn’t exactly the biggest military installation inside the United States, comprising just 6,000 acres in Virginia. To put a little perspective on this size, Fort Benning in Georgia is 30 times larger by comparison. And yet, what took place to elicit those cheers forever shaped the U.S. energy dynamic. You see, there was a special project under construction at Fort Belvoir, and in April, 1957, the first atomic power generator quietly came online inside the United States. In fact, the power generated from the steam that was driving those generators was the first electricity produced from nuclear power in U.S. history. It was a monumental feat considering that NOBODY in the U.S. had any experience building a nuclear reactor; it only took a year and a half for the army to accomplish their mission. However, this was just the beginning, and just about a year later the first U.S. commercial power plant — the Shippingport Atomic Power Station — started operations. Today, the legacies of Fort Belvoir and the Shippingport Atomic Power Station are pushing us toward the next stage of the American nuclear renaissance. My only question is: Is your portfolio prepared? America Can’t Stop These Drones China’s AI swarms are already inside U.S. airspace — too fast for radar, too smart for our defenses. Trump just launched a $5.3 TRILLION missile shield to stop them... And one tiny company holds the breakthrough tech at the center of it all. NVIDIA Goes Nuclear I think it’s safe to say that developing America’s nuclear power capacity has had its fair share of hurdles. Nuclear incidents like the one at Three Mile Island in 1979 involved a partial reactor meltdown, or even Russia’s Chernobyl disaster in 1986 sparked a wave of fear and cemented a terrible stigma over nuclear power in the hearts of Americans. Mind you, this fear is still rampant despite the fact that nuclear power remains one of the safest and cleanest sources of energy in history. To date, the industry boasts a rate of 0.07 deaths per 1 terawatt-hour of energy produced. Only wind and solar can boast a better performance, with a rate of 0.04 and 0.02 deaths per terawatt-hour of energy produced (for the sake of argument we won’t count birds in our calculation). If that sounds like a lot, keep in mind that the coal industry tops the list at a whopping 24.6 deaths per 1 terrawatt-hour of energy produced. Believe it or not, nuclear power is actually cleaner than both solar AND wind power when you measure it by CO2-equivalents per gigawatt-hour of electricity over the entire lifecycle of the power plant! But there’s also another stark difference between nuclear and the renewable favorites — it’s the only source of energy that can provide the amount of reliable baseload power we’ll need in the years and decades to come. And people are finally starting to wake up to this fact. Elon: Tesla is a Robotics Company Now Elon Musk's new plan for Tesla's future has nothing to do with electric cars... TechRadar reports it "will blow your mind..." McKinsey says it "will shape the coming decade." We recently got our hands on a video clip detailing this breakthrough. While most media headlines are fixated on the Middle East for the last week, they completely overlooked the transformation shift taking place in advancing the United States’ nuclear industry. A few days ago, Constellation announced that it was planning to restart Unit 1 of the Three Mile Island plant within the next two years. If true, then it’ll become the first of our nuclear plants to come back online after being decommissioned. Has it sunk in yet just how crucial nuclear energy will be to meeting our enormous power demand in the years ahead? I hope so. If not, then perhaps you’ll let NVIDIA give you a boost of confidence. The company announced last week that it was backing Bill Gates’ TerraPower on the development of its 345-megawatt sodium fast reactor — the Natrium reactor. Of course, this is just another move in a long line of announcements that have pushed for the development of advanced nuclear technology. Now, here’s the dirty little secret in this renewed American nuclear renaissance… Nobody should be under the illusion that SMR technology is going to be online within the next five years — it’ll take longer than that no matter how hard we step on the gas pedal. And in the meantime, we’re going to see a host of new AI data centers start popping up across the country, and each one will require a huge amount of power. Unfortunately for the coal industry, its time is swiftly coming to an end as our country’s aged fleet of coal plants start shuttering at a rapid pace; the average age of a U.S. coal plant today is nearly 50 years old. The good news is that there IS a solid energy bridge that the U.S. will embrace as we build out our advanced nuclear reactors. Until next time, Keith Kohl A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing's Energy Investor and Technology and Opportunity. For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology. Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.
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