#Nuclear energy

#Nuclear energy

The launch of xU3O8-based lending on the DeFi aggregator Oku allows investors to access liquidity in USDC without selling their underlying physical uranium positions, enhancing capital efficiency.

The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers. Nuclear is one of the few energy sources positioned to absorb that load reliably, and its share of the generation mix is forecast to tick up.

In recent years, particularly under the current administration as of early 2026, the U.S. government has shifted toward some direct equity investments and partnerships in strategic private companies, often framed as efforts to bolster national security, reduce reliance on foreign supply chains (especially from China), and support key industries like semiconductors and critical minerals. This approach has been likened across Wall Street to an informal "American sovereign wealth fund" and has led the government to acquire significant stakes in certain publicly traded firms.

In terms of making things happen, energy is an indispensable consideration. Systems spontaneously tend towards the lowest-energy state. When a system reaches equilibrium, no further energy can be extracted. That maximum entropy, lowest energy state is the inevitable end-state of the Universe. But until that moment arrives, reactions of all kinds will occur, continuing to liberate energy. In our bodies, chemical bonds break and reform: releasing energy.

This morning, the S&P 500 is up 17 points. The SPDR S&P 500 ( SPY) is up $2.55. The Dow is up about 100 points, as the tech-heavy Nasdaq tacks on 68 points. Most of these gains are attributed to speculation that job gains could prompt the Federal Reserve to lower interest rates. That was after the December jobs report showed slight weakening, but a stable jobs market that could push the Fed to cut again.

"For the first half a decade that I was telling people I was doing nuclear, I had to convince them, 'Hey, here's why nuclear is important,'" Bret Kugelmass, founder and CEO of Last Energy, told TechCrunch. "Now everyone just comes to us saying, 'Oh yeah, of course nuclear is a key part of the solution.' I'm like, okay, great, I'm glad everyone's caught up now."