Extreme Heat Exposes Fragile U.S. Energy Grid

For the third consecutive day, extreme heat across the eastern half of the U.S. has triggered power grid alerts and emergency warnings, highlighting the fragility of current energy infrastructure. Extremely tight power grids reinforce a core part of our energy thesis: the urgent need for clean, reliable baseload power, and there is no better option than nuclear.  The current environment strengthens our conviction as long-term ‘atomic bulls’, a stance we’ve maintained since our original call in December 2020 (read here). Nuclear energy remains…