From Hard Assets Investor:

In his most recent budget, President Obama called for increased support for nuclear energy, and why not? Nuclear power offers a golden combination: the ability to come online in large enough chunks to keep up with demand, with minimal environmental impact. It's no wonder, then, that new players are coming into the market every day, bringing with them new ideas for reactor designs, manufacturing processes—even nuclear fuel.

That's because uranium, plagued by continual supply shortages and storage concerns, is quickly becoming too much of a headache for power and technology companies to navigate. Instead, next-gen nuclear has its eye on a new fuel source...

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