“The vision you set out to save human civilization from climate change is likely to be anathema to many environmentalists. “
A journalist speaking to Steward Brand in 201
The day a tsunami wiped out the Fukushima nuke plant, the world changed. Ironically, or not, I was in a hotel lobby in Bogota, Colombia. It was hot. I had on a suit jacket and regretted it.
A group of us, strangers all, watched on TV as a woman got swept over the breaker. We watched a couple of vans teeter and get swallowed by the sea as it arrived, bigger than anyone’s imagination.
It wouldn’t take long for us to also learn, the Fukushima Nuclear Power plant was under water. I do remember thinking, “we should trade this event”. Short nukes. It would’ve been perfunctory for our set, but no one moved.
A few thousand miles north, Justin Huhn was farming. When Justin heard what I was also watching he dropped his shovel.
“Honestly, I was very scared about it,” recalled Justin. “The news was alarmist and I realized at the time was like, oh, that just happened. That’s terrible. There’s 400 more of these around the world? Damn. I can’t believe that.”
As Justin dug into the news, he noticed something particular. Not one person died from damage at the nuclear plant.
“I realized that negative sentiment wasn’t just because a meltdown happens on occasion,” Justin recalls.
“You actually had a fossil fuel lobby, funds like GreenPeace, et cetera, that would slander nuclear energy because anytime a nuclear plant is shut down, oil and gas picks up the pieces.”
Starting in 2016, Justin became an advocate for nuclear technology. He saw that the demand for electricity was increasing exponentially. Yet those advocating the fuzzy wuzzy Climate Change Agenda were not talking about realistic solutions.
Nuclear would have to be on the table, as Justin saw it.
I agree. If you want clean engines. You need clean energy.
Yeah, yeah, we’re not going to solve this today. But you may be willing to take a grain of salt, spread it on some butter, spread it on some bread and take a nibble.
As Justin explains,
From 2016 to 2019, I just learned as much as I possibly could. I found myself in a community on Twitter. I started to write a free newsletter that was just longer than tweeting, about what I was learning about the space, and my thoughts on investing in the space.
And that just naturally morphed into the paid newsletter based on the audience that I had at the time, essentially asking me to do it saying, ‘Hey, if you ever do something that’s paid where you talk specifically about the companies you’re investing in, et cetera, I’m on board.’So, it was just really a natural process, and it’s been an awesome experience so far. I have a great small team. My right hand man is a former hedge fund guy, been in the metal space for longer than I’ve been alive.
You can watch my full conversation with Justin here.
Justin likes these three nuclear picks NuScale, Cameco, and Centurs. Take a look here.
Follow your bliss,
Founder, The Wiggin Sessions
P.S. The headline article in the Economist this week…
A New Nuclear Era. With his threats to use the bomb, Russia’s president has overturned the nuclear order…
P.S. With the changing of the nuclear order, you can stay on top of investment opportunities with a subscription of Uranium Insider Pro. Founder and Editor,Justin Huhn covers all the “macro factors” that impact uranium prices. He also maintains a list of 10 uranium equities that he believes offer the best risk/reward. In fact, since he started the list two years ago, the stocks he’s tracking have generated a +335.9% return – versus a 27.4% increase in the price of uranium in the same time.
Learn more about Justin’s monthly updates and “time-sensitive” intra-month bulletins here.