Money For the Rest of Us

Should You Invest in Nuclear Energy?

Nov 20, 2024

Recent interest in nuclear energy is fueled by initiatives like Microsoft's deal to reopen the Three Mile Island reactor. Nuclear power now contributes significantly to global electricity generation, especially in the U.S., amidst rising electricity demand driven by AI and climate change. The podcast highlights the efficiency and cost advantages of nuclear energy, while also tackling challenges such as waste management. Additionally, it explores investment opportunities in uranium and nuclear sectors, offering practical options for prospective investors.

20:40

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The resurgence of nuclear energy interest is fueled by rising electricity demand, especially from AI expansion, highlighting its essential role in baseload power.

Investors can explore various vehicles like uranium trusts and ETFs to capitalize on the anticipated growth of the nuclear energy sector.

Deep dives

Historical Context of Nuclear Energy

The history of nuclear energy in the United States has been significantly shaped by past accidents, such as the incident at Three Mile Island in 1979 and the more recent Fukushima disaster in 2011. These events have led to a general public perception of nuclear power as dangerous, causing a decline in its adoption, particularly in countries like Germany, which phased out nuclear energy following these incidents. Despite this, nuclear power has remained a consistent contributor to the global energy mix, supplying approximately 9% of global power generation. In the U.S., nuclear energy accounts for 19% of the electricity generated, outpacing coal as a source of power generation, reflecting its enduring presence in today’s energy landscape despite limited expansion efforts in recent decades.

Intro

2min

Global Nuclear Energy Overview and Emerging Trends

3min

Navigating Data Privacy and Rising Electricity Demands

3min

The Advantages of Nuclear Energy in the Modern Grid

5min

Navigating the Future of Nuclear Energy and Investment Opportunities

11min

Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it?

Topics covered include:

Why did Microsoft sign an agreement to reopen a nuclear reactor at the infamous Three Mile Island nuclear facility
How much does nuclear energy contribute to global power generation
Why is demand for electricity accelerating
What are the advantages and challenges with nuclear energy
What investment vehicles individuals can use to invest in nuclear energy

Episode Sponsors

NetSuite

Delete Me – Use code David20 to get 20% off

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Microsoft in deal for Three Mile Island nuclear power to meet AI demand by Myles McCormick and Jamie Smyth—The Financial Times

Nuclear Power Was Once Shunned at Climate Talks. Now, It’s a Rising Star. by Brad Plumer—The New York Times

Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner—YouTube