Reflections-AI’s Energy Hunger: The Power Shift Driving Uranium, Natural Gas, and Oil Higher

From data centers to market cycles—how AI is fueling an energy boom and reshaping the entire sector.

Back to our regularly scheduled programming.

Appreciate you all being patient—it’s been a busy but incredible week.

Talking to traders, exchanging ideas, getting boots on the ground—that’s what I do. And that’s why I show up here every day.

So let’s get to it. The big themes? China, Reflation (yeah, that was me), and Dan Ives was leading the charge on AI.…