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Keith Kohl

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

Will the Top 10 Energy Stocks Continue to Outperform in 2022?

January 24, 2022 By admin Leave a Comment

Here are our top 10 energy plays from 2021…

  • Matador Resources
  • Global X Uranium ETF
  • Energy Fuels
  • Orocobre Limited
  • Chevron
  • Uranium Energy Corp.
  • Fuel Tech
  • Graphene Manufacturing Group
  • Skyharbour Resources
  • FuelPositive

Dear Reader,

When the market crashed in March 2020, simpleminded market “experts” either sold everything and sat on the sidelines in the fetal position, scared of their own shadows, or they sold everything and bought gold. Shocker!

In the short term, buying gold paid off, even though it was a predictable reaction for the soft-headed. It was a conga line of the brain-dead and spineless shuppets.

“Go into gold… go into gold… go into gold…”

But ever since, gold and gold stocks have been dead money. It's why our natural resource expert, Luke Burgess, has pivoted to other commodities like oil and gas, phosphate, and now tin.

Retreating into gold as a safe haven was always a sucker's bet.
Let me explain…

I told my entire company and our readers to buy the crash in March 2020. I was met with skepticism. But I kept to my guns, because I’ve been through a few catastrophic crashes in my career.

What has happened since?

This:

(source: energyandcapital.com)

[Alert: This “metal fuel” is the cheapest, most powerful energy source on the planet. And it has nothing to do with wind, solar, or any renewables]

This is a chart of the Dow versus gold stocks in 2021.

Not even close.

And our performance and advice in these very pages prove why you continue to read us day after day.

We’ve made great calls in the past 12–24 months on a wide variety of different companies in different industries.

We’ve had record-breaking options profits, from Starbucks to semiconductors, from our emerging ace trader, Sean McCloskey. Sean also killed it in the options space with oil and gas.

We’ve prophesied the flourishing of new medical treatments and technologies, from psilocybin to genetic engineering.

But most impressive of all, our energy plays outperform anything anyone else is predicting.

Take a look at this chart of oil and gas stocks versus gold stocks for the past 12 months:

(source: energyandcapital.com)

Gold stocks are off to a horrible start in 2022 — already down nearly 7% year to date.

[Discover: The “Quantum Leap” technology that could hand early investors an exceptional windfall of as much as 46,018%]

Oil and gas stocks? Up nearly 10% in 2022. They'll only get better as global economies continue to reopen after the idiotic and catastrophic lockdowns. It will be energy that leads the way.

And we are the “go-to” research firm when it comes to all things energy.

Here are our top 10 energy plays from 2021…

  1. Matador Resources

Starting off our list at No. 10 is Matador Resources, which Keith Kohl at Energy Investor sold last June for a respectable 60% gain.

Matador Resources is an oil and natural gas company that operates primarily in the southwest United States. Of special note, it focuses a large part of its efforts on the Delaware Basin lobe of the Permian Basin, a huge oil reserve we’ve discussed before in Energy and Capital. It’s no surprise Matador made these gains as the oil industry recovers from the collapse in demand due to COVID and the Permian leads the return of U.S. oil production.

  1. Global X Uranium ETF

Our Global X Uranium ETF play, courtesy of Jimmy Mengel at The Crow’s Nest, netted a very handsome 90% gain last year.

Sold on September 17, the ETF grew thanks to widespread interest in uranium mining and the nuclear industry. As small modular reactors continue to develop, the field is only likely to expand. That is why Global X is only the first of several uranium plays to make this list, but we’ll get to those later…

  1. Energy Fuels

Energy Fuels, a play from Alex Koyfman’s Microcap Insider, is yet another uranium mining company. Coming in at No. 8, it earned a 146% gain.

Sold on January 8, 2021, Alex started the year off right with a gain of about seven times the previous year’s market average. It’ll be interesting to see whether we return to Energy Fuels, as we’ve discussed that uranium isn’t going anywhere. The company also mines vanadium and is breaking into the rare earth elements market, which would allow it to take advantage of growing demand for electric motor and battery technology for EVs.

[Major Buy Alert: America’s Next Energy Revolution Will Be Powered by “TriFuel-238”]

  1. Orocobre Limited

Another play from Jimmy Mengel’s The Crow’s Nest, Orocobre Limited earned those readers who joined him in this venture a whopping 196% gain last October.

Orocobre focuses on lithium mining in Argentina, which carries with it the prospect of greater and greater profit as the world’s hunger for lithium-ion batteries only grows. On that note, please keep in mind that we’re not done with the company. Energy Investor's Keith Kohl, who first advised buying shares of Orocobre several years before Jimmy, is still holding on to the company at a current gain of 436%.

  1. Chevron

Sean McCloskey at Naked Trades played the options game and played it well, earning 206% and 208% respectively on two back-to-back Chevron calls last October. That puts him in an enviable sixth place on our Angel Energy Top 10 list.

As these wins demonstrate, while Sean doesn’t break into energy often, when he does, he’s very successful.

  1. Uranium Energy Corp.

Jason Simpkins, of Wall Street’s Proving Ground fame, sold Uranium Energy Corp. for a 259% gain last April! Incredible!

Another uranium mining company, Uranium Energy Corp. focuses its efforts on the southwest United States. UEC boasts control of a huge database of historic uranium exploration to assure that the projects it acquires have a lot to offer. Less than a month ago, it acquired Uranium One Americas and is now the largest uranium mining company in the U.S.

  1. Fuel Tech

Another play from Microcap Insider’s Alex Koyfman, Fuel Tech netted readers 284%.

Fuel Tech specializes in emissions control for power plants and other polluting energy technologies. An essential part of today’s energy infrastructure, Fuel Tech assures that the air we breathe remains safe for us even as we keep the lights on. This is one of the important things to remember when investing in the energy industry and the reason why Fuel Tech made it to No. 4 on the list — it’s not just about investing in power plants or mines. There is just as much profit to be made in the background technologies and supporting innovations that make our energy infrastructure possible.

[Discover: The “Quantum Leap” technology that could hand early investors an exceptional windfall of as much as 46,018%]

  1. Graphene Manufacturing Group

The third of Alex Koyfman’s recommendations to make it on the list, Microcap Insider made three different plays on Graphene Manufacturing Group last year, the highest of which made a 306% profit in a little over a month.

Graphene Manufacturing Group manufactures battery-grade graphene and produces its own state-of-the-art graphene aluminum-ion battery. This kind of technology will be essential to the future of energy as we move toward EVs and large-scale storage of renewable energy. GMG also makes other products, such as lubricants, coolants, and coatings, that help make sure energy production runs smoothly wherever it’s happening.

  1. Skyharbour Resources

Another Jason Simpkins and Wall Street’s Proving Ground play, Skyharbour Resources is the final uranium mining company on this list and came in second place of all energy plays last year with gains of 311%!

As Jason wrote several months ago, there’s no way the U.S. or any other country can meet its climate goals without nuclear energy. This need and other factors, such as the numerous nuclear projects currently in development, raised the price of uranium over the last year. Skyharbour, which currently holds 14 uranium mining projects in the Athabasca Basin of Canada, was in the perfect position to profit. And if you were smart enough to join Jason, so were you.

  1. FuelPositive

Topping it out in first place, the most lucrative energy play from Angel Publishing this year was FuelPositive. Recommended by Alex Koyfman in First Call, the company earned his readers a 757% GAIN! That’s over twice the profit of even the second-place energy pick!

First Call has been reporting on the revolutionary power of green ammonia fuel to upend transportation and agriculture as we know it for months now. Producing no CO2 but able to work within existing transportation infrastructures and internal combustion engines, FuelPositive’s tech has rightfully earned back incredible rewards for the investors who trusted in it. But despite the fact that many industries and governments are starting to bank on ammonia, almost no one in the mainstream media is discussing the role it has to play in making a greener world.

That’s why Angel Publishing and its newsletters are essential to any informed and intelligent investor.

[Major Buy Alert: America’s Next Energy Revolution Will Be Powered by “TriFuel-238”]

Eating What I Cook

Personally, your publisher did quite well with Exxon Mobil (NYSE: XOM) and the Global X MLP & Energy Infrastructure ETF (NYSE: MLPX).

On December 11, 2020, I purchased 500 shares of Exxon for $43.60. At the time of my purchase, the stock was yielding a 10% dividend.

Today, Exxon is paying a 5% dividend, and the stock is currently trading for $71.92 — a 52-week high — and going higher.

Three months prior to buying Exxon, I purchased 1,000 shares of MLPX for $17.63, a master limited partnership that’s super-diversified in oil and gas. But I specifically bought MLPX for its pipeline exposure to the Permian Basin.

It hasn’t disappointed. Today the stock trades for nearly $32 and yields nearly 9%. When I bought it, it was yielding a dividend in the midteens.

Oil and gas will continue to reward investors, but we have more — a lot more — in our investment pipeline in 2022.

And it’s exciting as hell.

The wolves are at the door,

Brian Hicks Signature

Brian Hicks

Read more from Brian Hicks at EnergyAndCapital.com

Filed Under: Analysis Tagged With: Alex Koyfman, Brian Hicks, Chevron, Energy Fuels, Exxon Mobil, Fuel Tech, FuelPositive, Global X MLP & Energy Infrastructure ETF, Global X Uranium ETF, Gold, Graphene Manufacturing Group, Jason Simpkins, Jimmy Mengel, Keith Kohl, lithium, Matador Resources, MLPX, Orocobre Limited, Sean McCloskey, Skyharbour Resources, Uranium, Uranium Energy Corp, xom

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