Nuclear's 2027 Comeback
Daniel100.eth@daniel100eth
The idea
I believe nuclear's payoff arrives in 2027, so I'm sticking to the two groups already earning from it: plant owners selling power directly to data centers and big buyers, and fuel and enrichment suppliers locked into years of contracts. I skip reactor builders and parts suppliers still waiting on revenue. Seven holdings, 10% cash, no single name dominating, held for the next few years while that thesis plays out. If nuclear power or fuel contracts stop converting into real sales, I'd rethink it.
What will be bought
- Nuclear plants are signing long-term power contracts with data centers and other large buyers, locking in revenue at premium prices. · Constellation Energy CorporationIt operates the largest fleet of running US nuclear plants and benefits directly when data centers and other major buyers sign long-term power purchase agreements., Vistra Corp.It operates nuclear plants alongside other power generation and sells output to data centers seeking reliable low-carbon electricity., Talen Energy CorporationIt sells nuclear power from its plant to Amazon under a direct agreement, representing the kind of tech buyer commitment the take anticipates., Entergy CorporationIt derives a significant share of power from nuclear and is adding data center customers while earning regulated utility income.48%
- Reactors require uranium and enriched fuel under multi-year contracts, creating stable revenue as nuclear capacity expands. · Cameco CorporationIt supplies uranium outside Russia under multi-year contracts to utilities, and holds a stake in reactor maker Westinghouse., Centrus Energy Corp.It enriches uranium domestically at a step where supply is currently tightest as Russian fuel is excluded from US markets., Uranium Energy Corp.It mines uranium domestically, which gains importance as buyers seek fuel sources outside Russia and its partners.42%
- Cash10%