SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Items affecting stock market picks

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: russet12/1/2025 4:30:35 PM
   of 8305
 
Progress hinges on abundant, affordable power.
For many decades in the U.S. and Canada, the prevailing focus around electricity was conservation: make appliances more efficient, turn off the lights, etc. And it worked! Since 1980, power consumption has stayed flat on a per capita basis, as has power generation.

But the recent explosion of AI data centres, the adoption of EVs, and a groundswell of enthusiasm for reindustrializing have come with a sobering reality for the West: we’re losing the race to power the future.

The problem is production. Whereas China has 33 nuclear reactors under construction, the U.S. has zero and Canada has one (and it’s small). The U.S. plans to build 10 reactors ASAP, and Canada has three in the works — but electricity costs are soaring now. If the government wants to position Canada for success in this energy-hungry era, increasing our generation capacity would be a decent place to start. —C.P.R.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext