Dear Reader,
Most people don't know this yet.
But the superpowers are in a race to put nuclear reactors on the moon.
And it started in August.
Here’s what's actually happening.
NASA quietly brought in contractors last August to prepare an RFP — a request for proposals — asking each of them to design a nuclear reactor capable of surviving a space voyage to the moon's south pole.
Without maintenance.
On the other side of that race, Russia and China have partnered together — one of the rare cases where China is actually the junior partner.
Russia has decades of experience sending small nuclear reactors into satellites.
They're providing the nuclear technology.
China is providing everything else.
Their goal: a nuclear-powered lunar base by 2036.
Why the South Pole of the Moon
Both the US and China want the same piece of real estate — the south pole of the moon.
The reasons are straightforward.
First, frozen water.
If you can access water on the moon, you dramatically reduce the resupply risk from Earth.
A moon base that can sustain itself is a moon base that can actually function.
Second, and more importantly, the military angle.
We fight by satellite now as much as anything else.
In any conflict between the US and China — God forbid — one of the first things both sides would do is try to take out each other's satellite infrastructure.
No satellites means no communication with drones, troops, ships, or planes.
The side that goes dark first loses.
The moon is harder to reach than a satellite.
A base there is harder to destroy.
You can harden it in ways you simply cannot harden a satellite.
That's why both countries are racing to get there first.
The moon is the ultimate high ground of the 21st century.
We've been saying that on this channel for years.
Now the governments are confirming it with their budgets.
Why Solar Doesn't Work
A lot of people push solar as the answer for lunar energy.
It won't work.
On the moon, nights can last two weeks.
Temperatures swing from 130 degrees Fahrenheit to minus 334 degrees Fahrenheit.
Solar panels can't handle that environment.
Nuclear power can.
For a permanent moon base, reliable power isn't a preference.
It's a full stop requirement.
What This Means for Investors
I'm deep in research right now on the companies developing reactors capable of surviving this kind of hostile environment.
The specifications are extraordinary — small, self-sustaining, maintenance-free, able to operate through temperature swings that would destroy almost any conventional system.
Very few companies can even attempt this.
The ones that can are going to be at the center of a space race that neither superpower can afford to lose.
This is exactly the kind of opportunity Frontier Investor was built for.
To find the overlooked companies at the center of massive geopolitical megatrends — before Wall Street figures out what they're worth.
If you want to be the first to know when I identify the winner, Frontier Investor is where that research lands first.
Get on the list to receive the alert here>>>
I'll have more for you as that research develops.
Tomorrow I'll be talking about robotics — another area I've been digging into deeply since getting back.
Have a wonderful day.
I'll see you tomorrow.
“The Buck Stops Here,”
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Written by Dylan Jovine