Julia DeWahl of Antares on building nuclear reactors for the US military

Bullish:

• $NUCLEAR - Nuclear energy is showing political resilience with bipartisan support, making it immune to political shifts that affect other energy sectors

  • “Nuclear's been a little bit actually, you know, immune to that.”

    Julia·20:22
• $DATACENTER - Data center operators are willing to pay premium rates above market for reliable, carbon-free power to meet their climate commitments

  • “They're actually willing to pay above market rates for that, and they will pay above market rates.”

    Julia·6:14
• $URANIUM - Uranium mining is experiencing a resurgence as the US reduces dependence on Russian supply

  • “We're starting to see more uranium mining.”

    Julia·25:28
• $NATGAS - Natural gas turbines are experiencing significant backlogs due to explosive power demand growth

  • “Even the natural gas turbines are backlogged.”

    Julia·44:07
• $WESTINGHOUSE - Westinghouse has been announced as the partner of choice for an $80 billion government nuclear partnership

  • “They've announced 80,000,000,000. Mhmm. They've announced Westinghouse as the partner of choice.”

    Julia·37:51

Bearish:

• $SOLAR - Solar energy faces massive hidden costs for true 24/7 coverage when accounting for battery storage and excess buildout requirements

  • “To get true one hundred percent twenty four seven coverage, the battery or the excess build out is massive. Yeah. It is really expensive.”

    Julia·21:02
• $DIESEL - Diesel generators face structural disadvantages in critical infrastructure as nuclear microreactors offer a superior alternative for military and industrial applications

  • “unleash us from the tether of fuel”

    Julia·10:45