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Jeff Siegel

Investing in the Next Generation of Nuclear Power

December 17, 2022 By admin Leave a Comment

In this Article:

  • U.S. Department of Energy announced…
  • Talk about opportunity…
  • A new type of nuclear fuel…

The devil is always in the details.

This week, the U.S. Department of Energy announced that scientists achieved a nuclear fusion reaction that created more energy than was used. Make no mistake: This is a huge deal. This has never happened before.

To clarify, a nuclear fusion reaction happens when two light nuclei merge to form a single heavier nucleus.

To put it simply, this is essentially the reaction that powers the sun; when properly harnessed, it can be used to create a limitless source of energy on Earth. In fact, according to the U.N.’s International Atomic Energy Agency, nuclear fusion could generate 4 million times more energy than burning coal or oil…

But, of course, without the massive environmental and social burdens.

While I’ve never been a huge fan of traditional nuclear power — mostly because it remains cost-prohibitive without massive subsidies (far more than coal, gas, solar, and wind) — the promise of nuclear fusion has always been fascinating to me because it could potentially allow us to ditch fossil fuels altogether while creating energy in an economically and environmentally superior fashion.

It’s also far safer than traditional nuclear fission, which produces radioactive waste that, despite world governments' best efforts, creates an inconvenient safety and security risk that few ever want to talk about.

And, of course, because fusion is not based on a chain reaction like we see with fission, a nuclear accident is not actually possible. 

But I’m not here to talk about nuclear physics.

Instead, I’m here to talk about opportunity.

[Whitney Tilson: Gold 2.0 Tap Into the Most Lucrative Vein of the SWaB Revolution]

And as much as I love the promise of nuclear fusion, the opportunity to profit from this is highly unlikely because it’s highly unlikely we’ll ever actually see nuclear fusion happen for at least another 30 years — and that’s figuring conservatively. 

Like I said, the devil is in the details.

As reported in The Washington Post, the net energy gain scientists witnessed only happened at the micro level:

The lasers used at the Livermore lab are only about 1% efficient, according to Troy Carter, a plasma physicist at the University of California at Los Angeles. That means that it takes about 100 times more energy to run the lasers than they are ultimately able to deliver to the hydrogen atoms.

So researchers will still have to reach “engineering net energy gain,” or the point at which the entire process takes less energy than is outputted by the reaction. They will also have to figure out how to turn the outputted energy — currently in the form of kinetic energy from the helium nucleus and the neutron — into a form that is usable for electricity. They could do that by converting it to heat, then heating steam to turn a turbine and run a generator. That process also has efficiency limitations.

All that means that the energy gain will probably need to be pushed much, much higher for fusion to actually be commercially viable.

At the moment, researchers can also only do the fusion reaction about once a day. In between, they have to allow the lasers to cool and replace the fusion fuel target. A commercially viable plant would need to be able to do it several times per second, said Dennis Whyte, director of the Plasma Science and Fusion Center at MIT. “Once you’ve got scientific viability,” he said, “you’ve got to figure out engineering viability.”

In other words, don’t hold your breath for nuclear fusion.

Yes, it’s absolutely fascinating, and one day it’ll be a real thing.

But it’s not going to be a real thing anytime soon, and it’s certainly of no use for us as energy investors. 

[Alexander Green: The New King of LNG]

What I do find interesting, though, is that while so many people in the media are talking about nuclear fusion this week, they’re completely clueless about the next generation of realistic nuclear power, which is likely to be one of the most profitable energy investment opportunities of our lifetime.

Utilizing a new type of nuclear fuel called “Tri-Fuel 238,” this next-generation nuclear power technology is cheaper than coal and natural gas, carbon emission-free, and, unlike traditional nuclear power plants, its reactors cannot fail.

It’s by far one of the safest, cleanest, and cheapest forms of power in the world, and the best part is there’s only one company making all this possible. 

My good friend and colleague Keith Kohl actually turned me on to this company (along with its ticker symbol) earlier this year, and let’s just say that I really like looking at my trading account these days. 

While I remain bullish on solar, wind, geothermal, and battery storage, I also know a solid opportunity when I see one. And quite frankly, if you look at the details on this new nuclear technology for yourself, you’ll see what I’m talking about.

Bottom line: Nuclear fusion isn’t going to happen anytime soon, but Tri-Fuel 238 is a reality right now, and it’s going to make a lot of energy investors very, very rich.

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

Jeff Siegel Signature

Jeff Siegel

[Nomi Prins: 10x Gains on a Small Firm Disrupting a Critical American Industry]

Read more from Jeff Siegel at EnergyAndCapital.com

Filed Under: Nuclear Tagged With: Battery, Coal, energy storage, Geothermal, Jeff Siegel, Keith Kohl, Nuclear energy, Nuclear Fusion, oil and gas, Solar, Tri-Fuel 238, U.S. Department of Energy, wind power

Profit from California’s Aggressive Climate Change Laws…

July 19, 2022 By admin Leave a Comment

In this Article

  • California is Incredibly Powerful
  • A Variety of Clean Energy Programs
  • Carbon Neutral by 2035

Guys like Elon Musk and Larry Ellison like to talk a lot of smack about California.

And while criticisms of overzealous regulation and high taxation are credible, I still love the Golden State.

In fact, I was in the Bay Area last weekend and loved every second of it…

The food, the people, the tremendous views of golden-hour sunsets over the ocean.

California is a magical place. It’s also an incredibly powerful state.

Boasting a GDP of $3.35 trillion, it’s the fifth-largest economy in the world. That means it's bigger than India, France, and even the U.K. This is not trivial. 

Now, one of the reasons California’s economy is so large is because it’s so well-diversified, encompassing everything from media, entertainment, and tourism to technology, agriculture, and education.

And while there have been some high-profile entrepreneurs recently leaving California for what they call more “business-friendly” environments in Texas and Florida, the influence of California’s massive economy remains strong.

This is particularly true in the case of clean energy adoption and climate change mitigation strategies, where California has long been a leader.

Under the umbrella of the state’s California Air Resources Board (CARB), which is a sort of “clean air agency” that was established under Ronald Reagan while he was governor, California has been instituting a variety of programs and legislation that puts the state in the pole position of trillion-dollar economies transitioning to a cleaner energy economy.

Here are a few examples:

  • The Greenhouse Gas Emission Reduction bill, which required California to reduce its overall greenhouse gas emissions to 1990 levels by 2020 and 40% below 1990 levels by 2030, appointing CARB to develop policies (ultimately including the state’s cap-and-trade program) to achieve this goal
  • Renewable Energy Procurement bill, which requires the state to procure 60% of all electricity from renewable sources by 2030 and 100% from carbon-free sources by 2045, double the energy efficiency of existing buildings, and allow greater electric utility investment in electric vehicle charging infrastructure
  • Sustainable Transportation Planning bill, which set regional greenhouse gas emission reduction targets for passenger vehicles and requires agencies to assess and mitigate the vehicle miles traveled (VMT) impacts of new developments
  • Energy Storage bill, which requires electric utilities to install minimum levels of grid-scale energy storage infrastructure
  • Electric Vehicle Charging bill, which requires local governments to develop streamlined ordinances for electric vehicle charging infrastructure.
  • Advanced Clean Cars Program, which was designed to reduce greenhouse gas and smog-causing emissions from California cars, including vehicle performance standards and manufacturer requirements
  • Green Building Standard program, which was designed to reduce the energy use of California buildings, including energy efficiency standards for new construction and retrofits for existing buildings
  • Low Carbon Fuel Standard program, which requires transportation fuel producers to reduce the greenhouse gas emissions intensity of their products, from extraction to refining and end use
  • Renewables Portfolio Standard, which is a statewide requirement that electricity providers procure 33% of energy from renewable sources by 2020 and 60% of total electricity by 2030. It's worth noting that the state exceeded its 2020 goal after data showed that 59% of the state’s electricity came from renewable and zero-carbon sources in 2020.

Now, I understand that some folks don’t think much of these types of programs and laws that seek to address climate change.

And that’s fine.

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To be honest, I really don’t care what your thoughts are on climate change-related laws and mandates because I’m not here to convince you to hug trees or recycle. I’m here to convince you that if you play it right, you can make a lot of money by investing in the companies that are going to benefit from California’s very aggressive clean energy and climate change laws — especially now that some of those laws are about to get even more aggressive.

You see, in an effort to counter the Supreme Court's recent decision to restrict the EPA’s ability to regulate greenhouse gas emissions, California is now making moves to become carbon neutral by 2035 — which is 10 years ahead of the state’s current target. And some have suggested that the state may also try to reach its 100% clean energy portfolio by 2030, which would be five years ahead of schedule. 

A lofty goal, to be sure, but not impossible to reach.

In fact, earlier this year, on May 8, California produced enough renewable electricity to meet 103% of consumer demand. 

So much renewable electricity was generated that day that the California Independent System Operator even exported some of it to other western states. 

Still, in order to speed up the state's renewable energy goals, it will need to build solar and wind projects three times faster than they’re being built now, and battery storage projects need to be built eight times faster.

I’m not fully convinced that the state will be able to pull this off, but I do know enough about California’s aggressive climate change mitigation strategies to understand that those leading the charge here are going to make a very serious effort. This, of course, will result in certain renewable energy projects and technologies getting a very serious shot of steroids.

Translation: Savvy investors are about to make a ton of cash. 

Might as well be you, right?

[Nomi Prins: 10x Gains on a Small Firm Disrupting a Critical American Industry]

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

Jeff Siegel Signature

Jeff Siegel

Read more from Jeff Siegel at EnergyAndCapital.com

Filed Under: Analysis Tagged With: California, clean energy, Climate Laws, electric vehicle, elon musk, energy storage, Jeff Siegel, Larry Ellison, renewable energy, Solar, wind power

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