About eight months from now in November 2025, over 50,000 world leaders, bureaucrats, activists, celebrities, and VIPs will descend upon the Brazilian city of Belém for the United Nation’s annual climate change lollapalooza, otherwise known as COP30.
These esteemed experts will gather to lecture the world on how desperately the rest of us peasants need to cut carbon emissions. They’ll make “bold commitments” to end fossil fuels and pledge to save the Amazon rainforest.
But first they’ll fly in on their private jets, then convoy down to the conference site in luxury gas-guzzling SUVs.
Naturally, our moral overlords can’t be expected to sit in traffic like a filthy commoner. Their time is clearly too valuable.
So fortunately the Brazilian government is bulldozing thousands of acres of the aforementioned Amazon rainforest to build a special four-lane highway… so that visiting climate dignitaries can be whisked from their private jets to their luxury hotel suites in a matter of minutes.
Seriously. You can’t make this stuff up.
It’s called Avenida Liberdade—“Liberty Avenue”—a freshly paved road slicing right through a protected stretch of Amazon jungle, all so VIPs don’t get stuck in traffic on their way to dine on truffled wagyu beef— while telling everyone else to eat bugs and weeds to combat climate change.
But this really shouldn’t be surprising— such hypocrisy is extremely ‘on brand’ for the UN’s signature climate conference.
At COP27 in Egypt, over 400 private jets descended on Sharm El Sheikh, belching emissions into the atmosphere so climate VIPs could discuss… how to cut emissions. The gourmet menus featured $100 Angus beef medallions served to attendees who blamed cow flatulence for global warming.
In fact, the UN’s “State of Climate Action 2022”, which was released days before COP27, listed meat consumption as one of the key initiatives that political leaders need to tackle.
But at least it showed where the UN stands on human rights abuses at the hands of brutal authoritarian regimes like that of Egyptian President Abdel Fattah el-Sisi: murderous dictatorships are okay, as long as they bow to the climate agenda.
The next year, the theme of COP28 (the 28th year of holding the conference) was: “No more waiting. It’s time to take action.”
The bold action they took was to convene panels dedicated to gender identity and feminism—because naturally, pronouns are the key to stabilizing the planet’s temperature.
30 years of private jets, meat consumption, and felling rainforests has accomplished nothing other than providing luxury parties for elitists to discuss how regular people should suffer in the name of combating climate change.
The most ridiculous part is that the perfect solution already exists: nuclear energy.
But they completely ignore it. They’re more willing to pave through the rainforest so they can discuss pronouns, rather than acknowledge nuclear energy as the obvious answer.
Fortunately, no one actually listens to these hypocrites. And anyone in the know is already getting behind nuclear.
Tech giants like Meta, Google, Amazon, and Microsoft have all inked deals to secure their own nuclear power sources, many through extremely safe small modular reactors.
These evil capitalists will end up doing more to combat climate change than three decades of bureaucrats.
Funny thing, combating climate change isn’t even really the tech companies’ primary goal; the bigger issue is that the US power grid is already stretched to the max. And they know that power consumption will grow dramatically in the coming years because of AI, robotics, and more.
These companies are looking to safeguard their own power supplies. So they took matters into their own hands. They know nuclear is safe, cheap, and absurdly efficient. A single rock of uranium can power a small city for a day.
So they cut their own deals and made their own investments. But they’re not alone.
The state of South Carolina is getting back into nuclear power. And, even at the federal level, there is significant support emerging for nuclear power. In fact the new US Energy Secretary was formerly a board member at a small-scale nuclear start-up.
Unfortunately the US is currently lagging behind other countries in its nuclear ambitions; China, India, and many other countries are building nuclear reactors at a furious pace.
This also means that demand for uranium— the key fuel for nuclear power— is set to soar as these new nuclear plants come online around the world.
At the moment, however, there simply isn’t enough uranium being produced to match demand. Not even close. And that supply/demand imbalance almost certainly means a dramatically higher future price for uranium.
This is a classic real asset opportunity: the most promising energy asset on earth is facing skyrocketing demand and dwindling supply. Yet at the moment it is still cheap.
It’s only a matter of time before that changes drastically.
