Nuclear Is a Big Winner in the Iran War — So Is This Stock

The impact the Iran war has had on oil prices is obvious.

Less talked about, though, is the war’s effect on natural gas prices.

And they’re just as important.

Because while oil’s role in transportation makes it indispensable, natural gas plays a crucial role in the global power grid.

That is, natural gas accounts for more than one-fifth of the world’s electricity.

So the fact that vital natural gas assets — production and storage facilities, liquefaction plants, distribution centers, and transit lines — have been compromised by the Iran war is a big deal.

Especially since gas infrastructure is more complicated than oil infrastructure, meaning it will take much longer to come back on line.

The global gas supply chain also has fewer rerouting options and less storage capacity than the oil market, making the fallout for gas consumers considerably more acute.

That hasn’t really been a problem for the United States because we have an abundance of natural gas right here at home.

But Europe imports more than half of its energy supplies. And now it’s paying 50% more for gas and 27% more for oil — an increase that cost the continent $3.5 billion just the first 10 days of the war.

Of course, Europe is no stranger to energy disruption. Because its reliance on Russia for fuel has been a constant point of consternation.

In that context, the Iran war just reinforced something that we’ve known for a while now…

Europe needs to embrace nuclear power.

For too long, the stigma around nuclear power — Fukushima, Three Mile Island, Chernobyl, etc. — has kept Europe from taking the necessary steps to secure its energy independence.

Germany, for instance, closed its last nuclear reactors in 2023 — a phase-out that Chancellor Friedrich Merz has already called a “serious strategic error.”

The sporadic disruptions that come with each new global conflict aren’t the only reason European leaders are kicking themselves, either.

The rapid proliferation of AI data centers and their insatiable demand for energy were already waking people up to the fact that nuclear is a necessity.

And that’s true in America, as well. Because despite our bounty of fossil fuels like natural gas, oil, and coal, nuclear still accounts for 20% of our country’s power.

However, as a global leader in AI, we’re also pressing our energy infrastructure beyond its limits.

And that’s why the Trump administration has been working so diligently to expand America’s nuclear capabilities.

Indeed, in a push to achieve “energy dominance,” the Trump administration aims to quadruple U.S. nuclear capacity from 100 GW to 400 GW by 2050.

Key strategies include reversing regulations, restarting closed plants, accelerating small modular reactor (SMR) deployment, and funding advanced, high-assay low-enriched uranium (HALEU) technology.

To support that effort, the DOE in January awarded $2.7 billion to boost domestic uranium enrichment and distributed $900 million to three companies to provide LEU and HALEU services over the next 10 years.

The DOE also ponied up $28.5 million to continue advancing next-generation uranium enrichment technology for the nuclear fuel cycle, $11 million for HALEU transportation packages, and a whopping $800 million in federal cost-shared funding to advance nuclear startup projects in Tennessee and Michigan.

So, obviously, nuclear power was already riding a wave of momentum — but the Iran war has certainly exacerbated it.

But if you’re looking for the perfect stock to play it, you should steer clear of the obvious choices, like Oklo, NuScale, and Duke Energy and instead focus on the industry’s best-kept secret.

And I really do mean that, because this company is notorious for its secrecy.

It actually manages the United States entire nuclear energy program. And its services and solutions span the entire nuclear life cycle — from research, development, design, and engineering, to operations and maintenance, and ending with decommissioning and environmental remediation.

It even just signed a boatload of nuclear deals with several European nations.

However, it also has extensive ties to the military. And it could well be involved with the most top-secret of top-secret programs.

It’s a story you have to see for yourself to believe. So make sure to get all the details here.