Hate him, mock him, call him names all you want but Joe Biden just handed nuclear stock investors one of the biggest opportunities of the decade.
This past Tuesday, President Biden, signed the ADVANCE Act (Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy Act of 2023) into law.
It is among a very short list of newly introduced bills to enjoy broad bipartisan support, and perhaps the most impactful, with major implications across a decades-long timeline.
Among other things, the ADVANCE Act directs the Nuclear Regulatory Commission to streamline approval processes, reduce licensing fees, and create incentives for the development and implementation of next-generation reactors.
More than $9B was earmarked for investment in reactor development as well as a credit program for the maintenance of the U.S.’s 94 currently operating commercial nuclear power reactors.
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Nuclear Stocks Are Approaching A Golden Era
At the moment, no national reactor fleet comes close to ours in terms of size and output, with 30% of total global nuclear power generation accounted for by American-based facilities.
That, however, is old news.
The U.S. nuclear program has been in a state of neglect for years, with new reactor construction falling off to zero, while our primary rival, Beijing, has 70 under construction and plans to add no fewer than 150 new installations by the middle of the next decade.
All of these facts put together was enough to create somewhat of a unicorn in the world of modern legislative dealings — agreement from both sides of the isle.
For nuclear stock investor, this represents just one of several catalysts that may push the sector into its biggest bull market of the century.
While Washington signs new bills to spend public money, private investors and tech startups are getting into the business as well.
General Electric, Rolls Royce, Westinghouse and more than a dozen other public companies are investing in new reactor design, Silicon Valley itself has jumped into the ring to start constructing the next generation of nuclear power plants — the Small Modular Reactors (SMR) you may have been hearing about lately — to suit their own needs.
Tech Giants See Personal Gain In Nuclear
These reactors aren’t the massive multi-gigawatt endeavors like the kind that just switched on at Alvin Vogtle Plant south of Augusta, Georgia in late April.
They don’t require decades and tens of billions of dollars just to switch the power on.
They don’t require 300 square mile exclusion zones.
SMRs are between 1 and 10% the capacity of full-scale commercial reactors, can be housed in small buildings, or even cargo containers.
Constructed quickly and licensed with minimal red tape thanks to the provisions of the ADVANCE act, reactors like the kind Bill Gates is currently building in Kemmerer, Wyoming will power hospitals, schools, military bases and small communities across the country in the coming decades.
And it’s this catalyst, more than any other, that’s opened the door to one of the most overlooked opportunities in the retail investment world.
Nuclear fuel is by far the biggest weak spot in all of American nuclear infrastructure, and I only need to present one fact that’ll paint this picture fully…
What Sanctions?
Up until earlier this year, Vladimir Putin was one of our biggest Uranium suppliers.
That’s not an exaggeration. For years, Russia has been one of our biggest import partners, providing us with up to 12% of our annual demand — that’s not just fuel for our civilian nuclear reactor fleet, but fuel for our prized carriers and ballistic missile submarines.
Making matters worse, Kazakhstan and Uzbekistan, two former Soviet states and eternal Russian satellites, accounted for an additional 30%.
Which means the pressure has never been higher to get domestic Uranium production and enrichment back to early cold war levels.
As you read this, there is exactly one company operating in the U.S. which is licensed to produce the kind of high-grade uranium it will take to run our fleet of next generation SMRs.
Just one.
Last winter, it made history by kicking off the first new U.S.-based uranium enrichment program since 1954.
So for the moment, all roads in the realm of American nuclear energy lead back to it.
Find out more about it while there’s still time. Fortune favors the bold, Alex Koyfman His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.
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