Nick Hodge,
Publisher
Dec. 9, 2025
When Germany abandoned nuclear power, it abandoned the safest, cleanest, most stable source of electricity man has ever created.
It is now paying the price.
Power rates in Germany are nearly twice that of France.
The difference?
France, as you may know, uses nuclear energy for ~65% of its electricity needs.
The results are clear.
And this example can be applied to other areas of the resource economy as well.
Don’t want to mine and produce critical resources in your own country? There is an Asian or African nation that would love to have you rely on them. Good luck depending on getting your most precious resources of commies, child labor, and coup-prone states.
But, indeed, the Western world, in all its leaders’ wisdom, was perfectly content to do just that.
And now it’s going to take hundreds of billions, if not trillions, to reverse course.
That, put simply, is the thesis on which I’ve staked my investment lifetime and career.
The suck of Western resource demand will pull up prices from the lowest floors. The push of Western dollars will lift up related equity prices.
You can now see this unfolding before you on a daily basis.
Silver is at all-time highs right now, trading near $60 per ounce.
So is copper, with prices surging to $11,700 per ton this week as a half-a-million ton global shortfall in 2026 becomes imminent, with Bloomberg reporting that “Prices must average above $12,000 a ton next year to attract the investment needed in new mining capacity to ensure sufficient supply in the medium- to long-term.”
And back on the nuclear side of things, the hits keep coming as well.
You’ve likely seen the announcement from major tech and AI companies partnering with nuclear energy utilities to fuel their power-hungry data centers. Countries the world over — with the aforementioned Germany a woeful exception — are embracing or re-embracing nuclear energy as well.
Quoting Bloomberg once more:
In the US alone, data centers will require $350 billion in investment in additional nuclear capacity over the next 25 years, according to Bloomberg Intelligence. US President Donald Trump has signed orders to accelerate plant construction, and Nvidia Corp.’s Jensen Huang says nuclear is the future of AI power.
The trend is global, with Japan approving reactor restarts, while Taiwan is looking to do the same in the next few years. European nations including Italy and Denmark are moving toward reintroducing nuclear power, while the UK now allows it to qualify for “green” financing.
This week alone I saw multiple nuclear-related agreements announced by NextEra Energy, the country’s largest utility. It is extending the life of a reactor in Wisconsin and signed a deal with Google “to partner on multiple sites across the United States to scale multiple gigawatts (GW) of data center capacity and energy infrastructure.”
But one must wonder where all the uranium is going to come from.
Right now, the US needs ~50 million pounds of uranium per year… and produces one.
All the announcements are great. But without securing the necessary fuel inputs they are all moot.
Like is now happening with copper, the world will soon realize its nuclear ambitions are for naught without the accompanying yellowcake.
And that realization is going to be extremely profitable for investors who position now in the appropriate uranium investments.
There’s far too much unfolding for me to fit into an editorial, so we recorded a detailed breakdown — including three stocks we’re positioning in now.
Inside, you’ll see why they’re the perfect way to play what is becoming a Federally-mandated bull market.
Click here to watch it now.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle