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Valar Atomics Founder Isaiah Taylor - making nuclear reactors says nuclear has a fundamental advantage over natural gas for powering AI data centers because it can scale faster and isn't constrained by pipeline infrastructure. "We believe that nuclear has some fundamental scaling advantages over something like gas. The climate...

26,596 görüntüleme • 1 ay önce •via X (Twitter)

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Matthew forecasts an unprecedented natural gas shortage starting in 2028. He names four winners if he's right: gas producers, midstream, nuclear, and solar. (1) Natural gas producers in the U.S. and Canada should be clear winners, especially those with future inventory of wells to drill without infrastructure constraints. "Expand Energy is probably at the top of that list. They control 70% of remaining core Haynesville wells. The stock has dropped. The assets have not changed. It has some of the highest quality rock in the country." "Choosing the specific companies with real, rather than perceived or merely disclosed, high-return well inventory will matter. Ask to see engineered future wells on a map. Ask for the timelines." He also names $CRK, and $RRC ranks first in Appalachia. "Range has significant room to grow production and materially grow returns to investors." (2) Vital midstream assets should be well-positioned to benefit. "Natural gas infrastructure development has lagged the entire 'powering AI' thesis, the imminent 20 Bcf per day growth in supply, 20 Bcf per day of approved LNG project growth, and more than 5 Bcf per day of natural gas-fueled generation growth. The systems strategically positioned to grow throughput and deliverability will win." He names $KMI, TC Energy ($TRP), and Pembina ($PBA). (3) Large-scale nuclear is the only scalable path to avoiding acute baseload electricity shortages. "There's no bridge fuel other than solar and wind, because currently natural gas is the only flex fuel to get us to when we can bring on nuclear. Large scale nukes are the only solution that makes sense, which points us primarily to the AP1000 Westinghouse units. Westinghouse is deeply undervalued within Cameco today." "SMRs are a band-aid on a bullet wound. A nuclear renaissance is coming." Ha names Cameco ($CCJ) and $BWXT. (4) Solar and batteries are critical to the reliability of the U.S. grid. "Solar assets stand to benefit from a windfall. The marginal plant's fuel price is rising while sun costs the same. Residential solar is really one of the only ways to protect yourself from what you pay for electricity at your house once gas gets really tight. We think residential solar grows exponentially from here, even without tax incentives." "That margin expands. The market has not priced it." He names $XIFR and $CWEN at utility scale and $RUN in residential.

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157,712 görüntüleme • 14 gün önce

#WATCH | On being asked about the West Asia conflict and where the Islamabad MoU stands right now, Senior Journalist, Political Commentator & Author, Fareed Zakaria says, "It's completely dead. It was predictable that it would be dead... Iran has figured out it has a usable nuclear weapon that can be used as leverage, which is control over the Strait of Hormuz...What we are trying to solve now is a problem created by the war itself, and even that has not been solved. In my opinion, the whole thing is a very humiliating defeat for the United States" "It's completely dead. And it was predictable that it would be dead because it is a memorandum of misunderstanding...Iran has figured out it has a usable nuclear weapon, in other words, a weapon that is actually more powerful because it can be used as leverage. That leverage is control over the Strait of Hormuz, and they want to assert that power...To give you an understanding of how poorly this war has gone for the United States, remember President Trump's original goal, which was to destroy the Iranian regime, have the people of Iran launch an uprising, and bring democracy to Iran. That didn't work. The goal number two became the nuclear issue...The desire to get the Iranians to hand over their enriched uranium, swear that they would never use it again, and permanently end the program none of that has happened. The third goal then became control of the Strait of Hormuz, which, of course, was open before the war. What we are trying to solve now is a problem created by the war itself, and even that has not been solved. In my opinion, the whole thing is a very humiliating defeat for the United States" Watch full interview here:

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48,501 görüntüleme • 18 gün önce