Dear Fellow Investor,
This weekend, Wall Street is still debating whether the Iran deal will hold for 60 days.
But while most investors remain focused on what's happening above the sand in the Middle East…
The biggest energy story of the decade is unfolding underneath the sand right here in America.
What Iran Just Proved
Earlier this week, the United States and Iran signed an initial deal that allows Iranian oil to flow freely for the next two months.
Oil prices fell. Energy stocks sold off.
And here's what that tells you:
After everything — the Strait of Hormuz closure, $126-a-barrel oil, 500 ships stranded at sea, an entire global supply chain brought to its knees…
The moment Iran's oil came back online, prices collapsed.
That's not a sign of strength. That's a market admitting it was held hostage.
We've been fighting wars over oil for a century.
And the lesson never changes:
Whoever controls the supply controls the price — and you pay whatever they decide.
But what if I told you there's an energy source sitting right here in America, next to the Grand Canyon, that makes the entire argument irrelevant?
The Biggest Energy Source on Earth
The center of the Earth is as hot as the surface of the sun — powered by a nuclear reactor that's been running for 4.5 billion years.
The International Energy Agency says this single resource holds enough power to meet global electricity demand 140 times over.
Not 140 percent. One hundred and forty times.
Harnessing just one-tenth of one percent of it could power civilization for two million years.
For decades, the problem wasn't knowing it was there. The problem was reaching it.
That changed last year.
In a remote valley in Utah, a drilling crew punched through nearly three miles of solid granite — 15,765 feet in 16 days.
The Department of Energy said it should have taken 64.
They used the same horizontal drilling technology that made America the world's largest oil producer.
Except they weren't drilling for oil.
The DOE reports that drilling speeds in this field have improved 500% in the past three years.
The technology that was "too expensive" five years ago is now beating cost projections.
Why the Smart Money Is Desperate
Right now, the biggest tech companies on Earth are spending $736 billion on data centers this year alone.
Morgan Stanley estimates the U.S. faces a 49-gigawatt power shortfall by 2028 — the equivalent of 49 large natural gas plants. Missing.
Solar stops at sunset. Wind stops when it stops. Nuclear takes a decade and goes three times over budget.
And here's the part nobody talks about:
The biggest data center builders on Earth have already signed legally binding zero-carbon commitments.
Natural gas is off the table. They need around-the-clock clean power — and they need it now.
In February, Google signed a 15-year contract for 150 megawatts of this energy source. That's enough to power a mid-size American city — with zero carbon emissions and zero fuel costs.
The five largest tech companies on Earth are all signing contracts.
Billionaires are writing nine-figure checks.
Total investment in this sector has surged 100-fold in seven years.
Yet, you've likely never heard this company's name on any major news outlet.
And on July 4th — eight days from now, America's 250th birthday, the government is about to hand this energy source the biggest competitive advantage in modern history.
What This Means for Your Portfolio
The Iran deal is a band-aid.
The Strait of Hormuz will reopen, and someday it'll close again.
That's the cycle we've been trapped in since 1973.
But beneath our feet sits an energy source 50,000 times larger than all the oil and gas reserves on the planet. Combined.
Today, the technology to reach it works.
The economics work.
And the demand — from every major AI company on Earth — is so urgent that data centers are running diesel generators just to keep the servers on.
Every time a critical energy technology breaks through like this — solar in 2008, uranium in the 2000s, shale in 2014 — one company at the center doesn't just do well.
It redefines what's possible for early investors.
I've spent months investigating the company sitting at the dead center of this revolution.
It signed the Google deal.
Its technology was proved at the DOE's flagship site.
And on July 4th, a government deadline could be the catalyst that changes everything.
"The Buck Stops Here,"
Found this helpful? Share it with others.
Written by Dylan Jovine