Energy Prospectus

WAYNESBORO, Ga. (AP) — U.S. Energy Secretary Jennifer Granholm on Friday called for more nuclear reactors to be built in the United States and worldwide. But the CEO of the Georgia utility that just finished the first two scratch-built American reactors in a generation at a cost of nearly US$35 bill...

Carlos Slim added 1,750,000 shares this week to his stake in Talos. Keep your eye on Zama.

I’m up 77% since March on BWLP. Thank you AJA. Also up 100%+ on Scorpio and TK since Fraser introduced them on the forum. Thanks guys for posting these ideas.

Rob West of Thunder Said Energy has published a recent (behind paywall) research piece analyzing the optimal locations to build data centers. His conclusion is that building data centers in gas basins is superior both in terms of cost and time to place in service compared to shipping gas via pipelin...

You nailed it! Awesome work. thanks for the update.

Newmont Mining, Freeport McMoran to name a couple gems.

Imagine what your better picks do at $90 bbl!

These are BofA Research’s top stocks and ETFs for North American power supplies to future technology: Within commodities: Direxion Auspice Broad Commodity Strategy ETF (NYSEARCA:COM) - Top rated commodities ETF BHP Group Ltd. (BHP) - World’s largest copper mine Freeport-McMoRan Inc. (FCX) - Blue chi...

In fact, during CRK’s recent cc, I recall them saying they are in talks with data center developers. In my view long term bullish for gassers and uranium/nuclear. Hopefully we will see things return to Trump speed by this time next year.

In your podcast you highlighted massive increase in electricity demand from data centers. In that most of the major gas basins are constrained by infrastructure pipeline takeaway, our electrical grids seem massively overwhelmed and outdated, and we have an inept energy department, where specifically...