DeFi Daily News
Tuesday, July 1, 2025
Advertisement
  • Cryptocurrency
    • Bitcoin
    • Ethereum
    • Altcoins
    • DeFi-IRA
  • DeFi
    • NFT
    • Metaverse
    • Web 3
  • Finance
    • Business Finance
    • Personal Finance
  • Markets
    • Crypto Market
    • Stock Market
    • Analysis
  • Other News
    • World & US
    • Politics
    • Entertainment
    • Tech
    • Sports
    • Health
  • Videos
No Result
View All Result
DeFi Daily News
  • Cryptocurrency
    • Bitcoin
    • Ethereum
    • Altcoins
    • DeFi-IRA
  • DeFi
    • NFT
    • Metaverse
    • Web 3
  • Finance
    • Business Finance
    • Personal Finance
  • Markets
    • Crypto Market
    • Stock Market
    • Analysis
  • Other News
    • World & US
    • Politics
    • Entertainment
    • Tech
    • Sports
    • Health
  • Videos
No Result
View All Result
DeFi Daily News
No Result
View All Result
Home Videos

Analyst breaks down nuclear energy amid the AI boom

DeFi Daily News by DeFi Daily News
October 1, 2024
in Videos
0 0
0
Analyst breaks down nuclear energy amid the AI boom
0
SHARES
0
VIEWS
Share on FacebookShare on TwitterShare on Telegram
Listen to this article



#energy #ai #stockmarket #yahoofinance

Nuclear energy has come into focus after Microsoft (MSFT) signed a deal with Constellation Energy (CEG) to reopen a dominant nuclear plant to power its artificial intelligence (AI) initiatives. Aniket Shah, Jefferies’ global head of sustainability and transition strategy, joins Julie Hyman and Josh Lipton on Market Domination to break down the state of the transition to clean energy.
Shah tells Yahoo Finance, “I’m surprised that the world is surprised about this moment,” nodding to the commitments made by the US to triple nuclear power capacity by 2050. He says “We all knew that we were going to have more power demand and that nuclear was going to play a role in this.”
The analyst says, “Big Tech is going to make [the nuclear transition] happen… the early indication is that Microsoft is willing to pay a considerable premium for both firm power and clean power. Of course, remember, Microsoft wouldn’t be paying this if it just wanted firm power because you could go down the path of natural gas, but they want to stick to their climate commitments. So where do you get all this low-carbon power? It’s going to be nuclear but at a significant premium. We’re seeing numbers at $100 to $120 per megawatt hour.”
He adds that “there’s bipartisan agreement around nuclear in this country,” highlighting that New York Senator Kirsten Gillibrand and former President Donald Trump have both indicated they support nuclear energy despite their political differences.
“If you see what’s happening in Washington with both parties coming together on nuclear, you see the ADVANCE Act very specifically getting passed in a bipartisan basis just a few weeks ago to speed line nuclear approvals. The building blocks are coming together. Now the question is, can you actually get it done? And getting it done is going to be hard. It’s going to be long. In fact, in the United States, we don’t have the skills and the capacity to do this right now. So the whole industry needs to get formed and we get to see it in live time.”
Shah suggests natural gas may be the best way for investors to play the energy space in the near term. “I think in the short run, natural gas is the big winner in all of this in this increased power demand, because we know how to do that. It can happen quite quickly. US natural gas prices are quite low, and the US is going to be a major center for AI and this whole power boom.”
He adds, “As interest rates come down, owning solar stocks will be a very good trade over the next six months to a year.”
In the long term, he highlights “the carbon capture space. If natural gas remains a part of our ecosystem, then I think climate commitments will also stay part of it. So you’ll need carbon capture for those natural gas facilities, and there are many ways to play that in the public equity markets. And I think if you look longer out, I’m actually very interested in the carbon removal space.”
For more expert insight and the latest market action, click here to watch this full episode of Market Domination.
This post was written by Naomi Buchanan.

Yahoo Finance: Market Coverage, Stocks, & Business News
About Yahoo Finance:

Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

– Get the latest news and data at finance.yahoo.com

– Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)

– Follow Yahoo Finance on social:

X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance

source

Tags: AnalystBondsboomBreaksbusinessCurrenciesenergyEquitiesFXInvestingInvestmentMarketMarketsMoneyNewsnuclearNYSEPersonal FinancePoliticsSavingsStock marketstocksYahoo FinanceYahoo FInance Premium
ShareTweetShare
Previous Post

Top 5 Factors to Keep in Mind While Selecting a Cryptocurrency Payment Gateway

Next Post

Port strike 2024: Dockworkers demand 77% wage increase | LiveNOW from FOX

Next Post
Port strike 2024: Dockworkers demand 77% wage increase | LiveNOW from FOX

Port strike 2024: Dockworkers demand 77% wage increase | LiveNOW from FOX

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Search

No Result
View All Result
  • Trending
  • Comments
  • Latest
rewrite this title SEI Leads Crypto Market With 43% Weekly Surge – alt=

rewrite this title SEI Leads Crypto Market With 43% Weekly Surge – $0.5 Reclaim In The Horizon?

June 28, 2025
rewrite this title High Season, High Stakes: Navigating Summer Risks in Property Management

rewrite this title High Season, High Stakes: Navigating Summer Risks in Property Management

June 27, 2025
rewrite this title ‘FIFA Rivals’ Review: Should You Play This NFT Soccer Game? – Decrypt

rewrite this title ‘FIFA Rivals’ Review: Should You Play This NFT Soccer Game? – Decrypt

June 28, 2025
They’re Going ALL IN on Crypto: This is What Wall St is Buying!

They’re Going ALL IN on Crypto: This is What Wall St is Buying!

June 25, 2025
rewrite this title with good SEO Bitcoin Could Explode On Bessent’s 0 Billion Deregulation Shock

rewrite this title with good SEO Bitcoin Could Explode On Bessent’s $250 Billion Deregulation Shock

May 28, 2025
Crypto Analyst Reveals Six ‘Super-Cycle’ Tokens Set to Surge by 1000x in Value

Crypto Analyst Reveals Six ‘Super-Cycle’ Tokens Set to Surge by 1000x in Value

August 16, 2024
rewrite this title DOJ Charge Fake North Korean Devs ‘Embedding’ In Crypto Startups – Decrypt

rewrite this title DOJ Charge Fake North Korean Devs ‘Embedding’ In Crypto Startups – Decrypt

July 1, 2025
rewrite this title XRP Price Surges, Then Cools — Will Bulls Return for Round Two?

rewrite this title XRP Price Surges, Then Cools — Will Bulls Return for Round Two?

July 1, 2025
rewrite this title with good SEO Bold Brew: Spanish Coffee Giant OKs .17 Billion Bitcoin Strategy

rewrite this title with good SEO Bold Brew: Spanish Coffee Giant OKs $1.17 Billion Bitcoin Strategy

June 30, 2025
rewrite this title and make it good for SEOOil edges down on expectations of more OPEC+ supply, tariff fears

rewrite this title and make it good for SEOOil edges down on expectations of more OPEC+ supply, tariff fears

June 30, 2025
rewrite this title ChatGPT: Everything you need to know about the AI chatbot

rewrite this title ChatGPT: Everything you need to know about the AI chatbot

June 30, 2025
rewrite this title The Best Prime Day Travel Deals 2025 – NerdWallet

rewrite this title The Best Prime Day Travel Deals 2025 – NerdWallet

June 30, 2025
DeFi Daily

Stay updated with DeFi Daily, your trusted source for the latest news, insights, and analysis in finance and cryptocurrency. Explore breaking news, expert analysis, market data, and educational resources to navigate the world of decentralized finance.

  • About Us
  • Blogs
  • DeFi-IRA | Learn More.
  • Advertise with Us
  • Disclaimer
  • Privacy Policy
  • DMCA
  • Cookie Privacy Policy
  • Terms and Conditions
  • Contact us

Copyright © 2024 Defi Daily.
Defi Daily is not responsible for the content of external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Cryptocurrency
    • Bitcoin
    • Ethereum
    • Altcoins
    • DeFi-IRA
  • DeFi
    • NFT
    • Metaverse
    • Web 3
  • Finance
    • Business Finance
    • Personal Finance
  • Markets
    • Crypto Market
    • Stock Market
    • Analysis
  • Other News
    • World & US
    • Politics
    • Entertainment
    • Tech
    • Sports
    • Health
  • Videos

Copyright © 2024 Defi Daily.
Defi Daily is not responsible for the content of external sites.