Joshua Kayce-Ogbonna

Has anyone ever actually studied the reason why we can’t have 24hrs power in Nigeria? Is there a curse in the power sector or what? All those that like reading and writing books do you have any explanation? I mean, no be juju be dis?

Microsoft paid to restart a nuclear reactor at Three Mile Island. Amazon spent $650 million buying a nuclear-powered data center campus. Google signed the first-ever corporate deal to buy power from small modular reactors that don't even exist yet. Three of the most valuable companies on earth are so desperate for electricity that they're buying nuclear plants. Global data center power demand is projected to double to over 1,000 TWh by 2026. The grid operator serving 65 million Americans says it will be six gigawatts short by 2027. Retail electricity prices are up 42% since 2019. Elon Musk couldn't get grid access for his xAI data center in Tennessee so he brought in mobile gas generators and powered the entire facility off-grid. The demand for power is growing faster than the grid can supply it. And every month it takes to build new generation capacity, the companies that already own power plants get more pricing power. I'm buying the power generators and the nuclear operators. Constellation Energy (CEG) operates the largest nuclear fleet in the country. They're the ones restarting Three Mile Island for Microsoft. Nuclear runs 24/7, produces zero carbon, and operates at 90%+ capacity factors. It's the only baseload power source that meets every requirement data centers have. Every major hyperscaler is now negotiating long-term power purchase agreements with nuclear operators. Those contracts lock in revenue visibility for 10-20 years. Constellation hasn't had that kind of earnings certainty in its history. Vistra (VST) is the largest competitive power generator in the US. Natural gas and nuclear in Texas and PJM territory where data centers are concentrated. When data centers sign decade-long PPAs at premium rates, the revenue certainty transforms how you value these companies. They stop looking like volatile utilities and start looking like infrastructure monopolies with contracted cash flows. Cameco (CCJ) is the uranium play underneath the nuclear renaissance. 34 countries pledged to triple nuclear capacity. There are only 8 publicly traded uranium miners at scale. Supply is already in a 7,000 tonne annual deficit before a single new reactor gets approved. When Microsoft, Amazon, and Google are all competing for nuclear power, uranium demand isn't theoretical anymore. It's contracted. On the infrastructure side, Quanta Services (PWR) and MasTec (MTZ) build the transmission lines and substations these data centers need. Transformer lead times are 2-4 years. Permitting takes a decade. The companies with existing crews and utility relationships are raising prices because there aren't enough qualified teams to do the work. I'm heaviest in the nuclear operators because the demand is locked in by 10-20 year contracts with the richest companies on earth. When Microsoft signs a 20-year PPA, that's not a forecast. That's a binding commitment. I break down nuclear, energy infrastructure, and uranium plays every week in a 100% FREE webinar. Link is in comments.

The new goal of the war now seems to be opening the Strait of Hormuz, which was open before the war began Crazy, right?

BREAKING: Iran says the war will continue until all sanctions are lifted and war damages are paid by the United States

I've been analyzing the stock market for 50 years I manage billions of dollars and I'm an expert in macroeconomics Here's exactly what will happen from here with the Iran situation: I have no fucking idea

The Times reports the Royal Navy will take the lead in a “Hormuz Coalition” to reopen the strait, with Britain deploying mine-clearing units alongside the U.S. and France. Interesting.

BREAKING: Iran now confirms there has been outreach between the U.S. and Iran and that Iran is “willing to listen” to proposals.

JUST IN: 🇶🇦 QatarEnergy declares force majeure on LNG contracts with China, Italy, South Korea, and Belgium.

Alex Otti is working, Alex Otti is working, what has he done concerning this heat in Rivers state????????

Sowore has confirmed what I’ve always said: Alex Otti is louder in propaganda than in governance. He has chosen hype over real leadership.

Germany didn’t become an industrial powerhouse by sending everyone to university. They built something smarter. It’s called Ausbildung, a structured apprenticeship system where young people earn while they learn inside real companies. A 17-year-old in Germany can train to become: • a mechatronics engineer • an industrial technician • an automotive systems expert • a precision machinist • a medical equipment technician They are paid during training. They graduate with globally respected skills. And many of them end up earning more than university graduates. Over 50% of German youth pass through this system. Now look at Nigeria. We push everyone into universities. Millions graduate every year. But the country is still importing basic technical expertise. We have degrees but we don’t have enough skills. This is why we are studying the German Ausbildung model closely to implement in the South East. Because the South East must lead Africa’s skills revolution. Imagine a structured apprenticeship system across Aba, Nnewi, Onitsha, Enugu and beyond where young people can train to become: • industrial fabricators • automotive engineers • robotics technicians • electronics specialists • renewable energy installers • precision manufacturing experts Training will happen inside real companies. With structured certification, modern tools and clear career paths. Not the informal “Igba Boy” system, but a world-class apprenticeship ecosystem. The South East already has the largest concentration of indigenous manufacturers and traders in Africa. What we need now is structure, technology, and certification. If Germany can power Europe’s manufacturing through apprenticeships, there is no reason the South East cannot power Africa’s industrial future. The next generation of millionaires in Africa will not only be software founders. Many will be master craftsmen, engineers, and industrial builders. And when Africa finally fixes its skills crisis, history may remember that the revolution started in the South East.