Archive | Terawatt Era

Thursday Deep Dive - Cameco (CCJ): Tier-one nuclear franchise, priced like both legs go right

Thursday Deep Dive - Cameco (CCJ): Tier-one nuclear franchise, priced like both legs go right

Tier-one quality. Demanding entry. The path is patience, not enthusiasm.

Deep Dive

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Terawatt Era — May 18 | Capital is buying utilities for AI exposure

Terawatt Era — May 18 | Capital is buying utilities for AI exposure

NextEra and Dominion in $400B merger talks. PJM prices already up 76%. The repricing has begun.

LNG & Natural Gas

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