America's Energy Weapon
I argued that energy dominance would hand the United States a strategic advantage no rival could match. Oil, gas, nuclear, renewables: no other country on earth commands that full spectrum.
Every piece of that thesis has landed.
The U.S. now produces more oil and more natural gas than any nation in history.
American LNG shipments replaced Russian pipeline gas across swaths of Europe.
And a wildcard I flagged in 2021, the collision between technology and power demand, blew the door wide open.
AI reshaped far more than Silicon Valley; it redrew the entire energy map.
Every hyperscale data center devours electricity on an industrial scale.
And that surge in demand reignited the nuclear sector, drove uranium back toward $100 per pound, and pushed energy stocks in the S&P 500 up over 20% since January alone.
- The U.S. government just approved 10 new Westinghouse reactor builds and committed $2.7 billion to domestic uranium enrichment.
And on February 12th, the DOE launched its Genesis Mission: 26 AI challenges aimed at cutting new nuclear reactor deployment time in half, speeding grid planning 20-100x faster and building real-time fusion digital twins.
The U.S. government is now explicitly fusing AI with energy infrastructure to power the AI economy itself.
That's the kind of demand that plays out over decades.
The Resource Supercycle HAS ARRIVED
In The Rise of America, I laid out a collision course.
Electrification, reshoring, and the energy transition would slam into each other and ignite a generational supercycle in critical minerals: copper, uranium, rare earths, and the entire supply chain behind everything from electric vehicles to AI servers.
That collision arrived ahead of schedule.
- The CHIPS Act dragged semiconductor manufacturing back onto American soil.
- The Pentagon now funds domestic rare earth projects to crack China's stranglehold on processing.
- Copper demand from data centers alone will rival entire nations' consumption within a few years.
Gold confirms the thesis from a different angle.
Central banks (led by China's PBOC, now buying for 15 straight months) are stockpiling at a pace unseen in decades.
Gold above $5,000 reflects a market repricing a world where hard assets carry genuine weight again.
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