The average price of electricity per Kilowatt-hour in the United States.
Source: Koyfin @KoyfinCharts
Germany's Merz admits: It was a serious strategic mistake to exit nuclear energy.
Friedrich Merz just plainly admitted: ditching nuclear was "a serious strategic mistake" and Germany's running the world's most expensive energy transition. "At least 3 years ago we had to leave the last remaining nuclear power plants in Germany on the grid so that we at least had the power generation capacities we had at that time. We have taken over something that we now have to correct. But we just don't have enough energy generation capacities." Source: Mario Nawfal on X
In Germany, cold weather is rapidly draining gas storage.
Facilities are now only 52% full – the lowest level for this time of year since at least 2020, and even lower than in 2022, the year Russia launched its war against Ukraine. Source: HolgerZ, Bloomberg
Uranium, $URA extends it’s rally, gaining +5% The bull market is broadening
Source: Hedgeye
Brussels we have a problem...
EU hit RECORD LNG imports in 2025 almost ALL from America! Russian gas? CRUSHED to zero US LNG (blue bars) exploded while Europe ditched Putin pipelines. Source: Jack Prandelli, S&P Global
⚛️ THE "URANIUM SQUEEZE": DATA CENTERS VS. SUPPLY CHAINS.
If you think the energy transition is just about solar panels and wind turbines, you’re missing the biggest structural shift in the market right now. Uranium is no longer just a commodity. It is becoming a top-tier strategic asset. 🛡️ Here is why the "Nuclear Renaissance" is reaching a boiling point: 1️⃣ The AI Power Hunger 🤖 Large language models don't just need data; they need uninterrupted, carbon-free baseload power. * Tech giants (Amazon, Google, Microsoft) are pivotting to nuclear to power their massive AI data centers. Unlike renewables, nuclear provides the 24/7 "always-on" energy that AI requires to function. 2️⃣ Extreme Supply Concentration 🇰🇿 The global supply map is shockingly narrow. Kazakhstan dominates the market, producing ~40% of the world’s uranium. Canada and Namibia form the critical "second tier" for Western energy security. In a world of geopolitical tension, depending on a single region for 40% of your fuel is a massive risk. 3️⃣ The Looming Deficit 📉 The math doesn't add up. We are seeing record reactor restarts and new builds globally. Primary mine production is lagging behind actual reactor requirements. Secondary supplies (stockpiles) are thinning out fast. The Bottom Line: As we move toward a high-tech, low-carbon future, the demand for "reliable green power" is skyrocketing—but the "fuel" for that power is controlled by just a handful of players. In a tight, concentrated market, security of supply is the only thing that matters. Source: Jack Prandelli on X
And the winner is ...
Source: Willem Middelkoop @wmiddelkoop
Global energy demand has risen nearly 60% since 2000, with more than half of the increase taking place in China
In the coming years, other emerging economies, led by India & Southeast Asia, are set to become increasingly influential in growth trends . Source: IEA
