Uranium/nuclear energy continues to pick up steam. Countries are starting to understand that there are few options when it comes to clean energy that actually produces on a large scale for decades.

Uranium is pushing toward $89/lb, its highest since early February, as constrained mine supply collides with rising nuclear demand. Years of underinvestment and AI-driven electricity growth are reinforcing expectations of a structural deficit. #Uranium# #Nuclear# #AI#

The uranium in the Hiroshima bomb. Shinkolobwe mine. Belgian Congo. The uranium that ended World War II and inaugurated the nuclear age and gave the United States its defining geopolitical advantage for the following decade: Came from African ground. Mined by African labor. Under Belgian colonial administration. The Congolese miners who extracted it had no idea what it was for. They received no benefit from what it produced. The geopolitical order it enabled, American dominance, the Cold War architecture, the entire post-war system under which African independence was managed and constrained: Was built in part on Congolese uranium. And then that same geopolitical order looked at the Congo and saw a country that needed to be guided toward development. The country that provided the material for the weapon that shaped the world was then subjected to the world the weapon shaped. Without acknowledgment. Without compensation. Without a single line in American education connecting Shinkolobwe to Hiroshima to the Cold War to Mobutu to the Congo today. The lines exist. They are documented. They are simply not drawn in the curriculum. Because drawn lines connect causes to effects. And connected causes and effects produce accountability.

Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.