US Nuclear Investment Needed to Meet Domestic Fuel Production Requirements
US investments in nuclear: Investment needed to meet the US nuclear fuel production requirements domestically, in $ billions.
America’s blue-collar workforce is shrinking: US blue-collar employment is falling at a rate of ~200,000 jobs per year in 2026. Collectively, utilities, transportation & warehousing, natural resources & mining, construction, and manufacturing have been losing jobs for 12 months straight.
European energy security: Azerbaijan supplies 16% of Italy's gas. SOCAR just bought 4,500 Italian fuel stations. This is what energy security looks like when Hormuz closes.
CapEx: While tech-related capex is surging, other private capex has slumped.
CapEx cycle concentration: Unlike previous capex cycles, today’s investment boom is concentrated entirely among large-cap firms
