Nuclear Fuel Profit Opportunities

A few years ago, I listened to legendary architect William McDonough speak at a green building conference.

During his presentation, he shared a story about someone from the Department of Energy asking him what he thought of clean nuclear power. His response:

I love nuclear power. I love clean nuclear power. I am especially fond of fusion. I think we should spend trillions of dollars immediately on fusion capture. And thank God, literally, we already have our reactor, the sun, exactly where we need it 93 million miles away.

That story alone got McDonough a standing ovation from the very large crowd of clean energy purists. It also opened up a great dialogue between nuclear supporters and nuclear opponents, and was probably the first time I had ever seen solar advocates and nuclear power advocates discuss the pros and cons of both energy sources in a rational manner.

It is true that the power of the sun is enormous; it delivers more energy to the earth in one hour than we use in a single year from fossil fuels, nuclear, and all renewable sources combined.

And if you’re a regular reader of these pages, you know that on a global scale, we are finally starting to utilize this inexhaustible resource… which is also helping us make an absolute fortune in solar — particularly when it comes to new solar technologies.

Thanks, Japan, for Making Me Rich!

As you read last week, the Japanese government is about to pass one of the strongest renewable energy laws the world has ever seen.

And according to Japan’s trade minister, Banri Kaieda, the bill that was just passed by the country’s lower house of parliament will stimulate the kind of growth in solar that’ll amount to six times Japan’s solar panel sales in 2010.

Needless to say, we’ve already staked our claim. In fact, our most recent solar technology play skyrocketed last week after news of the bill’s passage hit the news feeds.

That one was up over 40% in less than a week.

Japan’s upper house of parliament is now expected to sign off on this new bill in just days. When that happens, I expect to see at least another 40% jump on the stock.

I’ve already alerted my Green Chip Stocks readers to it. 

Also worth noting is that the most likely contender in Japan’s next election is Seiji Maehara, who has gone on record saying Japan should phase out nuclear power over the next 20 years (though I’m not actually convinced Japan will be able to completely phase out nuclear over the next two decades).

Bottom line is that Japan is a resource-poor nation. And while the country’s solar market will experience the kind of growth most investors see only once or twice in a lifetime, it will also have to keep some of its nuclear power online.

However, it’s looking more and more like the only way this will fly with voters is if they can make nuclear safer and cheaper to operate.

And there’s only one company that can make that happen…

Safer, Cheaper Nuclear Power Generation

Boasting the ability to significantly reduce the risk of meltdowns, some nuclear insiders now believe one company could control nearly the entire nuclear fuels industry in just ten years.

And by the way, some of the smartest and richest investors I personally know — I’m talking about guys who boast a net worth in the tens of millions — already own a piece of this company.

They bought it dirt cheap, but you can actually pick some up today for about $0.22.

At twenty-two cents, this is probably the best bargain I’ve ever seen for a stock of this nature.

Truth is, this thing could easily be a buck by early next year, running to well over $5.00 before some behemoth like GE comes along and writes a fat check for a controlling interest.

To a new way of life and a new generation of wealth…

Jeff Siegel
Editor, Energy and Capital