Dear Reader,
AI is driving a surge in demand for nuclear power. Those hyperscalers—Google, Amazon, Microsoft—need reliable, clean energy for their data centers.
Lots of it.
AI's nuclear power demand is hitting a uranium supply deficit–10-15 year timelines for new mines, and constrained enrichment capacity
Tech giants are privatizing energy security by locking up uranium– Microsoft, Amazon, and Google are securing dedicated reactors
Geopolitical control and constraints create the perfect storm for uranium prices. Russia and Kazakhstan control 40% of supply, and the US imports 90% of its uranium
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They're turning to nuclear energy. Makes sense on paper. No carbon emissions. 24/7 baseload power. Sounds perfect.
But there's a problem.
A big one.
The Supply Deficit Nobody Talks About
Uranium.
There's not enough of it.
The supply deficit existed before AI went mainstream. Now? It's getting worse. Fast.
Here's what they're not telling you.
Nuclear plants need fuel. That fuel is uranium. And the world hasn't been mining enough uranium for years.
Why?
After Fukushima in 2011, uranium prices crashed. Mining companies shut down. Projects got mothballed. Nobody wanted to invest.
Now demand is exploding. Supply can't keep up.
The Tech Giants Privatize Energy Security
Tech companies are doing something unprecedented.
They're privatizing energy security.
Microsoft signed deals for dedicated nuclear reactors. Amazon too. Google's in the game.
They're not waiting for utility companies. They're building their own energy infrastructure.
Think about that.
Private companies securing their own nuclear fuel supply chains. Locking up uranium before it hits the open market.
That's not just smart business. That's monopolization of critical resources.
What happens to everyone else?
Geopolitical Chaos
Here's where it gets interesting.
Russia and Kazakhstan control about 40 percent of global uranium supply. China's been buying up uranium mines in Africa for years.
The West? Playing catch-up.
The US imports over 90 percent of its uranium. Most of it from foreign sources. Some from countries that aren't exactly friendly.
Geopolitical tensions are rising. Supply chains are fragile. One trade war, one sanction, one pipeline disruption—and prices explode.
Tech giants see this coming. That's why they're scrambling.
Technical Challenges Nobody Wants to Discuss
Mining uranium isn't like drilling for oil.
It's expensive. Time-consuming. Environmentally complex.
Opening a new mine takes 10-15 years. Billions in investment. Regulatory nightmares.
The existing mines? Many are depleting. Production is declining.
There's uranium in the ground. Plenty of it, theoretically. But getting it out economically? That's the challenge.
And here's the kicker.
Enrichment capacity is constrained too. You can't just dig up uranium and throw it in a reactor. It needs processing. The facilities that do this are limited.
Russia controls nearly half of global enrichment capacity.
See the problem?
Energy Rationing on the Horizon
Now think ahead.
AI demands more power. Nuclear needs more uranium. Supply can't meet demand.
What happens?
Prices surge. That's obvious.
But beyond that? Energy rationing.
Not the kind where your lights go out. The economic kind.
Energy gets expensive. Really expensive. Only big players can afford it.
Small businesses? Individuals? You'll pay through the nose.
Tech giants with secured nuclear fuel supplies? They'll run their AI data centers while everyone else scrambles.
That's the future they're building.
Smart Money Moving Into Energy
Uranium prices are still relatively low compared to where they're heading.
Smart money is already moving. Uranium mining stocks. Enrichment companies. Nuclear fuel processors.
Physical uranium too. Yes, you can buy it. Not the radioactive kind—certificates backed by physical uranium stored in secure facilities.
The supply deficit is real. Demand is accelerating. Geopolitics are favorable for a price spike.
This isn't speculation. It's arithmetic.
When tech giants are privatizing their energy supply chains and locking up uranium, you better be paying attention.
The Long-Term Cost
AI-driven progress comes with a price.
The cost isn't just your electric bill. It's energy security. It's market concentration. It's the privatization of what should be public infrastructure.
Tech giants will control the power. Literally.
The question isn't whether this will happen. It's already happening.
The question is: Are you positioned to profit from it or pay for it?
Robert Kiyosaki
Editor, Money Power and Profit
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