The scale of the coming energy boom bull market is hard to comprehend & Nuclear Energy & Uranium will be leading it. The IEA now projects global electricity consumption will reach roughly 33,600 TWh annually by 2030. To put that into nuclear terms, a typical 1 GW nuclear reactor operating at 92% capacity produces about 8 TWh of electricity per year. 33,600 TWh = the equivalent annual output of roughly 4,170 1-GW nuclear reactors. And AI/data centers are a small part of the coming demand. The IEA projects global data-center electricity consumption alone will reach over 500 TWh with some sources over 945 TWh by 2030, more than double today's level. That would require the annual output equivalent of roughly 117 additional 1-GW nuclear reactors if nuclear supplied all of it. But look at everything else driving electricity demand, industry, EVs, appliances, air conditioning, heating & the broader electrification of the global economy. The IEA expects global electricity consumption to rise from approximately 28,200 TWh in 2025 to 33,600 TWh in 2030, an increase of roughly 5,400 TWh in only five years. That incremental 5,400 TWh alone is equivalent to the annual output of roughly 670 1-GW nuclear reactors. Then comes the fuel. Goldman Sachs estimates a cumulative uranium supply deficit of approximately 2.3 BILLION pounds of U₃O₈ through 2045, as reactor requirements increasingly outrun projected supply. The parabolic demand along with carbon goals from the biggest companies in the world is why today we are see companies like Google make a massive 3.6 GW power deal with constellation energy. Remember Nuclear requires uranium. The nuclear renaissance may ultimately be much bigger than the AI boom that helped ignite it and some of the largest U.S. Nuclear and uranium stocks combined are still smaller than meme coin market caps like Dogecoin. I still believe this Nuclear & Uranium stock run up will be historical, the sector is so tiny that even if a fraction of the market enters the trade we could see parabolic moves like last year during the 6 month run many nuclear stocks ran up 1000s of %. Source IEA CC BY 4.0 Goldman Sachs Global Investment Research; Google/Constellation Energy $LEU $XE $UEC