Rick Rule → The Energy Math No One Wants to Talk About

In this exclusive interview, legendary investor Rick Rule (Founder of Battle Bank & Rule Investment Media) joins us to break down the future of global energy. From natural gas vs uranium, to the rise of data centers, to the energy math no one wants to talk about... This conversation dives deep into the realities of energy demand, politics, and investment.

Rule explains why global energy demand will double by 2050, why nuclear remains essential, and how natural gas still dominates despite the green transition narrative. If you care about energy investing, uranium markets, or the economics of power, this is a must-watch.

Key Insights:
→ Global electricity demand is set to double by 2050, but supply won’t.
→ Natural gas and uranium are both critical to the next energy decade.
→ Data centers and AI are reshaping the power grid, and the investment landscape.
→ Thorium, fusion, and SMRs may revolutionize nuclear, but money still follows uranium.

00:00 — Intro: Rick Rule returns after a decade
00:21 — LNG battles, British Columbia & global energy shifts
01:43 — Global energy demand: doubling by 2050
02:52 — Energy access for 1 billion people still without electricity
03:34 — Why we’ll need all forms of energy: gas, oil, nuclear & renewables
04:10 — $5 Trillion on green energy… for just 2% progress?
04:44 — Natural gas: cheap, clean(er), and unstoppable
05:33 — Canadian politics & the math of energy economics
06:07 — Data centers: the new oil of the digital age
07:15 — Why only nuclear can power hyperscale data centers
08:42 — The rise of small modular reactors (SMRs)
09:27 — Data centers, crypto mining, and gas co-location
10:20 — Why natural gas enables renewables
12:17 — The coal-to-gas transition: global implications
12:35 — Thorium reactors: hype vs. real money
14:26 — The $160B bet on uranium
15:04 — Following the money: why uranium’s future looks bright
15:12 — Closing thoughts: Fukushima’s shadow fading