US electricity demand is forecast to grow by 25% by 2040. This growth = 126 nuclear reactors (92 now), ~115,000 wind turbines, or 4.8MM acres of solar farms (6.2x current install base, equal to the size of New Jersey). There is no energy transition...we need more of everything!

The Department of Energy has been ramping up Nuclear investments faster than ever before. Worth having exposure for the next 5 years as the battle for energy will only get bigger.

After Rare Earths, the next obvious place the government could look for investments is Uranium & Nuclear. Uranium Producers $UUUU Energy Fuels $UEC Uranium Energy $CCJ Cameco $NXE NextGen Energy $DNN Denison Mines $EU enCore Energy $URG Ur-Energy $BEP Brookfield Renewables