The Nuclear Inevitability: Why AI's Power Hunger Ends the Renewables-Only Dream
AI's electricity demand will double by 2030, colliding with the hard limits of the grid. The only answer is the atom — and uranium supply is already running short.
The Northern Pivot: Opportunities in the Arctic as the World Warms
The Arctic is warming four times faster than the planet. As the ice retreats, the map of global commerce is being redrawn — and capital should follow the friendly north.
The Cascade Thesis: Science Dictates Economics
The era of cheap abundance is over. A framework for positioning capital before the cascade arrives — proven with five years of real market data.
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