Volume II: Congress and the President are telling you what will dominate the market and none of you are listening (nuclear & rare earths)

Yesterday I posted on the true meaning of Venezeula to energy security, specifically to Uranium & Rare Earths. I want to take this up a notch and focus specifically on nuclear given I received many questions on why the space is receiving more attention these days. Outside of the utilities and macro headwinds previously discussed, I want to discuss what our elected officials are focusing in on and doing and driving up demand. Check this:

Uranium isn’t ripping because of headlines. It’s ripping because politicians are admitting the problem out loud and backing real action. For years the narrative was “renewables can do it” while nuclear got dragged through every political fight possible. That was suppression. Cheap uranium prices were part of that suppression. Inventories got drained. Mines stayed closed. Licensing stayed slow. Meanwhile actual power demand kept growing.

Now you’re seeing the change. Chairmen Brett Guthrie and Bob Latta of the House Committee on Energy and Commerce just announced a congressional hearing titled American Energy Dominance: Dawn of the New Nuclear Era to talk licensing, deployment, and implementation of nuclear energy policies. That hearing isn’t symbolic, it’s strategic. Lawmakers are openly trying to push nuclear licensing and deployment as policy priorities because the grid can’t meet AI and industrial demand any other way. 

This isn’t Republicans and Democrats just saying they like nuclear as a talking point. This is the actual committee that controls energy policy holding a hearing to discuss how to execute recent laws and federal policies that boost nuclear growth and address licensing backlog. That’s the kind of government-level pressure that forces utilities and suppliers to reprioritize contracts and fuel security. 

You can see markets already moving on this. NuScale Power stock jumped double digits because traders are pricing the fact that faster licensing and deployment isn’t just talk – congressional heat makes it more real. 

All the anti-nuclear talking points have gone silent just as lawmakers start treating nuclear like a national energy and security issue instead of an environmental wedge issue. AI energy demand exposed the grid’s limitations, and the same committee that has talked about AI’s massive power needs months ago is now turning straight to nuclear as the only scalable solution that checks political and logistical boxes. 

This is the political backing that breaks suppression. When the House Energy and Commerce Committee puts nuclear licensing and deployment in the spotlight at the start of the year, that signals policy momentum, not posturing. Politicians aren’t just parroting soundbites -they’re holding hearings that force regulatory timelines forward and clarify where future federal support and direction are headed.

That’s why uranium is behaving the way it is. This isn’t a retail meme rally. This is political recognition meeting real energy constraints. The market was suppressed. Now that suppression is being dismantled at the policy level while utilities and miners watch their future fuel needs get legitimized by Congress.

Uranium is moving because politicians are finally putting muscle behind it. If they were just talking, prices wouldn’t care. But this is action. And markets respond to action before the headlines catch up.

Uranium is the greatest bull cycle in history (outside of bitcoin) and you all are sleeping.

My Holdings:

UUUU – Energy Fuels

CCJ – Cameco

LYSDY – Lynas Rare Earths

MP – MP Materials

LEU – Centrus