Trump Just Revolutionized America's Energy Landscape
Contributed Opinion

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Alright, let's be direct: The former president has reclaimed the White House . . .  and he's embracing nuclear energy. No metaphor intended.

He's expediting authorizations, revitalizing uranium extraction, and mobilizing federal resources to champion America's nuclear future.

This extends beyond energy policy — it encompasses national defense, employment creation, and technological advancement, all combined.

And here's the kicker? Uranium prices, nuclear industry securities, and any enterprise with "reactor" in its strategic vision are skyrocketing.

If uranium isn't on your investment radar yet, you're overlooking one of the decade's most significant commodity opportunities.

Allow me to elaborate. . . 

When the president's signature hit those recent atomic energy directives, everything transformed.

He:

• Accelerated power plant approvals (particularly for small modular reactors, aka SMRs).
• Designated uranium as an essential material under military production legislation.
• Completely prohibited Russian uranium shipments by 2028, while issuing exemptions to accelerate domestic production.

Wam!

The administration has officially sanctioned America's next major energy revolution — but this time, oil takes a backseat. The spotlight shines on uranium. Silent, pristine, emission-free, and vital for powering artificial intelligence centers, defense networks, crypto operations, and metropolitan regions.

Tomorrow's power source is nuclear. The president recognizes this. Financial institutions are beginning to understand. And investors are finally recognizing the opportunity.

The Challenge? America Lacks Sufficient Uranium

Our nation maintains over 90 operational reactors — yet produces minimal uranium.

Last year? We extracted merely 224,000 pounds. That's less than 1% of our requirements.

The majority of our uranium continues to arrive from . . . you guessed it . . . Russia and Kazakhstan.

Concerning indeed.

And currently? With Russian imports officially diminishing — and Kazakh resources gravitating toward Chinese influence — American utility companies desperately seek the limited uranium available from allied nations.

Consider this reality:

• Nuclear facilities require uranium continuously.
• Domestic extraction falls dramatically short of demand.
• Nations like China are securing global reserves.

This isn't simply supply constraints — it's a strategic resource war.

Uranium Valuations Are Surging — And We're Just Witnessing the Beginning

Let's examine the figures.

Current uranium prices have reached $78.55/lb.

That represents this year's peak valuation, and market specialists anticipate $100/lb or beyond within the next 12–18 months.

Why? The explanation is straightforward:

• Energy providers are purchasing anxiously.
• Available quantities remain limited.
• Additional facilities are becoming operational.
• No country desires dependence on competitors for nuclear materials.

This exemplifies classic resource boom conditions: constrained availability + increasing necessity = dramatic price escalation.

Sprott (a leading authority in physical uranium investment) indicates we're still in early development. Even following a brief hesitation earlier this year, momentum remains powerful, and investors are beginning to participate significantly.

The Securities Are Performing Exceptionally: Here's What Deserves Attention

1. Cameco

Full transparency: I possess shares in the uranium industry leader, Cameco Corp. (CCO:TSX; CCJ:NYSE)

The company achieved a record high last month.

Let that statement resonate: a record high.

Canadian-based. Massive reserves. Extended contractual agreements. And now, tremendous political advantages thanks to the president's America-centric energy strategy.

The stock is breaking barriers — appreciating over 50% during the past 12 months — and financial analysts maintain it remains undervalued.

This represents the Exxon Mobil Corp. (XOM:NYSE) of uranium. . .  with potential to double again if valuations continue climbing.

2. GE Vernova 

Similarly, GE Vernova Inc. (GEV:NYSE) represents another company in my portfolio.

You recognize GE or General Electric — the established industrial conglomerate?

Vernova is its renewable energy spin off.

And it maintains significant nuclear exposure through power generation and distribution operations.

With nuclear suddenly attractive again, GEV benefits from substantial investment capital.

\Additionally, it offers diversification, with potential in wind generation, natural gas, and advanced grid technologies too.

3. Oklo, BWX Technologies, NuScale

These represent the "innovative" investments in nuclear, pioneering compact modular reactor development.

Oklo Inc. (OKLO:NYSE) has appreciated nearly 200% since January.

BWX Technologies Inc. (BWXT:NYSE) continues securing government contracts.

NuScale Power Corp. (SMR:NYSE) has experienced volatility but remains central to the compact reactor conversation.

Should any successfully develop affordable, transportable nuclear solutions, they could yield tenfold returns.

Consider ETFs

If you desire exposure without concentrating investment in individual corporations, consider these three principal options:

• URA (Global X Uranium ETF) – Comprehensive exposure to uranium producers and affiliated services.
• URNM (Sprott Uranium Miners ETF) – Concentrated on dedicated uranium enterprises.
• Sprott Physical Uranium Trust – For investors preferring direct commodity ownership.

All three demonstrate strong performance. Should uranium reach $100, institutional managers everywhere will add them to their acquisition lists.

Enter China: The Resource Competition Has Commenced

Let's be realistic.

China views nuclear energy as the future, and it's proceeding aggressively. China is constructing more reactors than any nation. It is acquiring uranium mines throughout Africa. And it is investing in revolutionary technologies like extracting uranium from ocean water.

Meanwhile, America is finally waking up from four decades of inactivity.

The president's executive directives represent a direct response. This transcends energy policy — it's strategic rivalry, unambiguously stated.

Without controlling our uranium supply, we sacrifice control over our energy independence. The president comprehends this reality. Now investors must position accordingly.

This Represents an Unmissable Opportunity

If you're seeking the next significant energy investment, you've found it.

Nuclear energy experiences a rebirth. Uranium supplies remain inadequate. America competes economically with China for energy dominance. And valuations continue surging.

We haven't witnessed comparable conditions since the initial stages of the shale revolution.

Except currently, rather than extracting petroleum . . .  we're harnessing atomic energy.

Establish your positions immediately. Because once the uranium opportunity becomes mainstream knowledge, the simplest profits will already be claimed.