AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.

① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.

cls.cnDec 18 11:33

Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.

① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.

cls.cnDec 13 04:46

AI is driving up the demand for Electrical Utilities! According to Morgan Stanley, the market has underestimated niche areas such as Fuel Cell Energy and Bitcoin mining sites.

Morgan Stanley believes that the reutilization of Fuel Cell Energy and Bitcoin mining sites will provide new Energy solutions for Datacenters. Technologies for Electrical Utilities transmission and grid enhancement are crucial for the efficient and safe electricity use of Datacenters, and it is recommended to pay attention to power generation facilities such as Nuclear Power located near Datacenters. Legislative proposals in Texas may promote the construction of Henry Hub Natural Gas power plants, and the new Trump administration will take measures to support the growth of AI infrastructure.

wallstreetcnDec 12 17:23

We're Interested To See How Ur-Energy (TSE:URE) Uses Its Cash Hoard To Grow

Yahoo FinanceDec 5 20:38

"Power-hungry" AI: The electricity consumption of a single datacenter "exceeds that of a city, or even a state."

Analysts say that in the short term, it is difficult for AI datacenters to rely solely on wind power, so they are forced to use henry hub natural gas. But what is even worse than the shortage of electrical utilities is that the scale of datacenters has already reached the "limit of existing infrastructure".

wallstreetcnNov 25 15:54

Morgan Stanley: It is time to be bullish on uranium prices.

Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.

wallstreetcnNov 19 17:28