Taken from a US war lab, Beijing is going all in on a new energy
source that could provide 60,000 years of cheap power...
The driving force behind this breakthrough
is already sending a handful of ASX stocks soaring…
Taken from a US war lab, Beijing is going all in on a new energy
source that could provide 60,000 years of cheap power...
The driving force behind this breakthrough
is already sending a handful of ASX stocks soaring…
It’s 1965 — the height of the Cold War — and America is on the verge of an energy breakthrough…
Inside a nondescript lab, located on the outskirts of Oak Ridge, Tennessee — the same place the Manhattan Project was developed…
American scientists have succeeded in creating a new kind of ‘Super Fuel’.
Not only is this Super Fuel 200X more powerful than uranium…
It’s also 90% cheaper…
And, according to the Georgia Institute of Technology, it could’ve been the key that unlocked cheap, carbon-free power for the entire continent of North America…
For the next one thousand years.
Only decades later, it was revealed that what the top brass really wanted was a fuel they could weaponise…
But this brand-new energy source was actually too safe.
But while the rest of uranium’s history is public knowledge today…
Details of this Super Fuel have sat untouched in a drawer full of classified documents for more than half a century.
Or so we thought…
Recently, it was discovered that those documents quietly ended up in the hands of some of China’s top scientists.
As it turns out, back in 1970, Beijing launched what they called ‘Project 728’.
The goal of Project 728 was to be the first country in the world to capture this ‘holy grail’ of reliable energy.
They began by rebuilding what the Americans had already achieved back in the ’60s…
And then, in their own words, they ‘pushed further’…
As one Beijing-based geologist put it…
For more than a hundred years, countries have waged wars over fossil fuels. [But] it appears that the infinite source of energy is right beneath us.’
It’s called thorium.
Similar to uranium, it’s classified as a ‘nuclear metal’.
But unlike uranium, thorium can generate up to 200 times more power…
For as little as one-tenth the cost.
So, it’s no wonder why China is now massively ramping up their investment into their production of thorium.
As we speak, they’re locking up countless patents on the specialised technology involved at every step of the process…
From the overarching control systems, all the way down to the underlying chemistry.
But this ‘nuclear arms race’ isn’t just limited to China…
In fact, EVERY developed nation is involved in this energy revolution — whether they know it or not.
You see, right now, the world’s most powerful countries are locked in a winner-take-all race…
It’s a race to determine who will control the next wave of 21st century technologies.
I’m talking about emerging tech like artificial intelligence, military-grade drones, electric vehicles and much, much more.
Every government knows that if they ever want to eclipse the US as the world’s leading superpower…
They need one thing above all else…
HUGE amounts of always-on, reliable energy.
Because every one of these advanced technologies is massively energy-intensive.
Which means in order to economically compete in the future — let alone win...
Every country, every corporation and every consumer will need consistent access to sources of reliable energy…
Capable of pumping out continuous power — 24 hours a day, seven days a week.
On the other hand, anyone who gets stuck relying on unpredictable energy sources like wind, solar and renewables…
Will be completely crushed under the weight of these future energy demands.
These massive new demand drivers are precisely why countries like China are working round the clock right now…
To tap into as many sources of reliable energy as they possibly can…
Including resurrecting decades-old research into previously ignored metals like thorium.
But China’s hunger for reliable energy extends well beyond merely doing cutting-edge scientific research…
But it’s not just Beijing making these moves.
The rest of the world is pivoting back to these sources of reliable energy too…
And when national interests come together, multinational corporations are never too far behind…
But after decades of watching China ignore its ‘net zero’ pledges…
And continuing to use cheap, reliable energy to fuel its economic ascendancy…
The West has finally realised that if they want to compete on the world stage…
Their green fantasies ultimately MUST take a backseat to their real-world energy needs.
Because at this point, it’s not about politics…
It’s about survival.
That’s why the US federal government has recently taken several major steps in the same direction, including…
In fact, it feels like everywhere you look lately…
Governments, think tanks and politicians all over the world are suddenly rediscovering the benefits of reliable energy.
This is because these issues are not just run-of-the-mill economic decisions any more…
They’re EXISTENTIAL threats to the global order as we know it.
Even the world’s richest man and modern-day pioneer of electric vehicles understands the severity of the situation, saying…
Realistically, I think we need to use oil and gas in the short term because, otherwise, civilization will crumble.’ — Elon Musk
That’s why, at the end of the day, it looks like all roads are leading back to reliable energy…
And this has opened up a huge opportunity for switched-on Aussie investors.
So, if you can take a small stake in the three stocks I’m going to tell you more about today…
And you’re able to act FAST — before mainstream sentiment catches up…
You could stand to capture some seriously outsized investment wins in the months and years ahead.
Because when it comes to competing for deals in the global energy marketplace…
Australia’s vast stockpiles of untapped mineral wealth give our homegrown companies an almost unfair advantage.
This is a big reason why Aussie companies have been able to secure incredible deals with the world’s leading economic superpowers…
Like Woodside’s legendary LNG deal with China, worth over $45 billion — making it our nation’s largest ever single export deal.
But even this could end up being just a drop in the ocean, compared to what could be coming next…
Today, driven in large part by the accelerating global demand for Australia’s massive stockpiles of reliable energy…
All of my research is indicating that we could be on the cusp of a brand-new resources boom…
And I believe we’ll see share price moves in certain stocks that could rival what we witnessed back in the 2000s.
Resource stocks like these are high-speculation, high-excitement plays, of course…
But that’s why I’m here today — to help get you up to speed BEFORE that happens.
James Cooper,
Senior Exploration
Geologist
My name is James Cooper.
I’m a former senior exploration geologist with 15 years of experience out in the field.
I was helping head up operations for Equinox Minerals, back when Barrick Gold swooped in and snapped up Equinox for $7 billion and change.
Over the course of my career, I’ve run the gamut…
From sleeping in tents in the Outback…
To supervising multimillion-dollar drilling operations in Zambia…
And everything in between.
It’s safe to say I’ve seen just about everything this industry has to offer.
Today, I’m using my years of mining experience and geological expertise to help everyday investors get an edge in the Aussie stock market.
And when it comes to investing in resource stocks…
This pivot back to reliable energy is the most exciting investment opportunity I’ve come across in a LONG time.
So, let’s not waste another minute…
As you’re probably aware, thanks to the infamous Fukushima disaster…
Nuclear power has largely been relegated to the energy wilderness since 2011.
But today, we are about to enter ‘a new era for nuclear energy’.
As we speak, governments all over the world are now desperately rushing back into nuclear…
And given that Australia holds the world’s largest reserves of uranium…
This presents an incredible opportunity — not only for certain companies in our uranium sector…
But also for the investors who are smart enough to back them.
The private sector is getting on board too.
Take Constellation Energy, for example.
They’re well-known in the industry for being a private supplier of nuclear power to Big Tech.
Recently, at an exclusive Energy Roundtable event with President Trump, Constellation’s CEO said:
‘These data centres run 24/7 […] so we can’t use intermittent resources. We need something that’s always on 24/7 and nothing does that better than nuclear.’ — Joseph Dominguez
The AI data centre rollout is a big reason why investment in nuclear energy is forecast to DOUBLE between now and 2030.
This is precisely why mega-caps, including Microsoft, Amazon, Meta and many others, are all investing billions in custom-built nuclear solutions to power these new AI data centres.
So, given this sudden influx of capital from both world governments and private enterprises…
And the massive surge in demand that’s anticipated to hit the sector in the coming years…
It’s no surprise that certain ASX-listed nuclear stocks have recently begun posting some notable gains once again…
For example, at the time of writing…
Deep Yellow [ASX:DYL] has shot up over 100% in just the past six months…
Norfolk Metals [ASX:NFL] is up over 40% within the same period…
NexGen Energy [ASX:NXG] is up over 50%…
Haranga Resources [ASX:HAR] is up over 70%…
And Eclipse Metals [ASX:EPM] has soared over 360% in the last six months.
But as remarkable as these gains have been so far…
I believe the best days for the sector could still be ahead of us.
This company was founded by an Aussie entrepreneur with over two decades’ experience in the uranium sector.
He sensed this U-turn back to nuclear coming well in advance…
Which is why he got back in the trenches and set out to launch his own project…
One that would cement his legacy…and potentially make him — and his shareholders — a small fortune in the process.
This guy now owns what has been dubbed ‘easily one of the largest uranium deposits in the world’.
And he’s already inked deals with several major US energy firms…
Agreeing to supply them with a staggering 4,500 tonnes of uranium over five years…
And then, once this mine is fully operational, it’s expected to ramp up production to more than 13,000 tonnes of uranium every year…
That’s almost 25% of the world’s current supply.
So, it’s no wonder this particular Aussie-helmed uranium mine is considered ‘absolutely critical’ to America’s nuclear future.
And here’s the best part…
The founder was a former head of the uranium division at a name-brand private equity firm…
Which taught him EXACTLY what other ‘smart money’ investors look for when backing the most promising nuclear projects.
So, it’s no surprise that certain institutions and funds have just poured ANOTHER round of investments into this Aussie founder’s company, totalling $250 million.
I reckon this is your best chance to ‘follow the smart money’ for yourself…
And get in before the share price of this mission-critical uranium project potentially rockets much higher this year.
These guys are my top uranium play for the coming reliable energy ‘U-turn’ in 2025 and beyond.
I’ve put together all the details for you in a new report, titled…
‘3 Stocks to Own for the Global U-Turn Back into Reliable Energy’.
Inside you’ll find the stock name, ticker symbol, and my recommended buy-up-to price — everything you need to take a stake in this Aussie uranium play immediately.
I’ll show you how you can get your hands on a copy in just a moment.
But first, I want to tell you about the second play I’ve got lined up for you…
Now, when it comes to energy, liquified natural gas — or LNG — usually flies under the radar…
But lately, it’s been making the headlines across practically every major media outlet.
That’s because earlier this year — completely without warning…
China announced a total halt on all LNG imports from the United States, effective immediately.
This unexpected embargo left US LNG tankers, with billions of dollars’ worth of cargo, completely stranded in the middle of the Pacific.
This wasn’t an accident — it was a targeted geopolitical retribution for Trump’s Liberation Day tariffs.
But while America’s tankers were sitting idle and bleeding cash, Australian companies have been quietly claiming pole position in the LNG industry…
Setting themselves up to supply even more reliable energy to the world’s largest economies, including China.
China suspends US LNG imports for 40 days, turns to Australia’ — LNG Journal
In fact, the Australia Chinese Energy and Resources Association even went as far as saying that Australia is now…
A strategic cornerstone in ensuring energy security for China’.
For example, Woodside [ASX:WDS] has just locked in a brand-new 15-year agreement to supply US$1.5 billion worth of LNG to China — every year for the next 15 years.
No doubt closing this landmark deal played a key role in Woodside’s share price rising by over 40% in the last six months.
Aussie gas giant Santos [ASX:STO] recently signed a deal to supply state-owned QatarEnergy with a million tonnes of natural gas over a two-year period.
Shares in Santos have risen 50%, also within just the last six months.
And how about Zicom [ASX:ZGL]…
Zicom manufactures specialist equipment for the LNG industry — including propulsion systems, deck machinery, and gas metering stations.
Its shares have risen more than 130% in the last six months…
These are all fantastic returns from a sector that most resource investors often overlook.
It’s already got partnerships teed up with British oil major BP, German gas giant Uniper, and even the government of Saudi Arabia.
Best of all, it’s got not one, not two but FOUR new projects about to come online — covering multiple energy sources, including LNG…
Its Aussie venture is a mega-project that’s set to expand its already-profitable LNG-focused business…
In Mexico, it’s teamed up with state-owned Pemex to deliver 100,000 barrels of oil a day…
Its first US project is producing a special kind of ‘green gas’ and is set to come online later this year…
And its second US project is in the box seat to potentially capitalise on Trump’s plans to turn the US into a major gas economy.
In short, what you’ve got here are four revenue-generating ventures, all under one roof…
And all coming online, one after another.
Plus, with analysts at Shell now forecasting demand for LNG to surge 60% higher by 2040…
I believe this is the perfect time to get in on this Aussie natural gas developer.
This company is my top natural gas play for 2025.
You’ll get all the details you need to invest in this stock — as well as my top uranium play — inside my new report…
‘3 Stocks to Own for the Global U-Turn Back into Reliable Energy’.
Step-by-step instructions on how to claim your copy are coming up shortly.
But before I go, I need to tell you about the third and final stock recommendation that’s ready and waiting for you today.
In recent years, China has been hailed as the world leader in green energy investments…
And when you look at the data, you’ll see it’s not even close.
In terms of annual expenditure on renewables, China outstrips their second-place competitor by more than two-to-one…
And they leave everyone else in the dust.
On the surface, this looks impressive, but when you dig a bit deeper…
You quickly discover that it’s NOT renewables that turned China into the manufacturing powerhouse it is today…
It’s coal — vast, unrelenting quantities of coal.
Right now, coal makes up more than HALF of China’s energy use.
But they’re hiding this fact behind the smokescreen of so-called ‘green energy’…
For example, new data has just come out that shows that even though China has built US$50 billion worth of solar panels since 2011…
It actually used COAL POWER to build them.
During the past decade, exploiting loopholes like these have given China a HUGE edge over countries that toed the ‘net zero’ line.
As it stands today, China consumes nearly 40% more coal than the rest of the world COMBINED.
In fact, in 2024, China’s rate of construction for new coal plants was the highest it’s been in the last 10 years.
That’s why, back in April, President Trump revealed he was fed up with China getting a ‘tremendous economic advantage over [the US] by opening up hundreds of all coal-fired power plants.’
So, in retaliation, Trump signed an executive order titled ‘Reinvigorating America’s Beautiful Clean Coal Industry’.
Already, hundreds of new coal plants are being reopened across the US to ‘counter China’…
Fortune is reporting that ‘coal-fired power plants [are] a hot-ticket item again’.
And The Wall Street Journal has highlighted ‘a flurry of dealmaking among miners, particularly for coal assets’.
In fact, we are currently the world’s number one coal exporter by dollar value — exporting north of $100 billion per year.
We also sit on the world’s third-largest coal reserves by country — so we have more than enough supply to satiate rising demand.
And right now, we’re seeing all the necessary market conditions align to create a HUGE opportunity for investors in certain Australian coal stocks.
This is why some lesser-known ASX-listed coal stocks have already moved HARD and FAST this year…
Like Jameson Resources [ASX:JAL]. At the time of writing, Jameson’s share price is up 170% in just the last six months…
And take a look at Viridis Mining and Minerals [ASX:VMM]…
Its share price is up over 380% within the same period.
Its financials are fantastic, too…
Put simply, this is an absolutely stellar Aussie resource stock…
And with the world turning back to coal en masse, this stock is only getting MORE attractive by the day.
So, if you’re interested in getting into my top coal play for 2025…
I recommend making a move on this stock as soon as possible.
Again, you’ll find all the details, alongside both my top uranium play and my top natural gas play…
In my new report, ‘3 Stocks to Own for the Global U-Turn Back into Reliable Energy’.
I’ll send you a copy of this report immediately when you activate your membership to Diggers and Drillers.
And if you become a member today, you’ll be doing so at a limited-time-only, heavily discounted rate.
I’ll tell you how to claim this special deal in just a moment…
Diggers and Drillers is my private investment advisory…
Designed to alert everyday Aussie investors to some of the most promising resource opportunities available on the ASX.
As I mentioned, I’ve worked in the trenches of the mining industry for over 15 years.
That first-hand experience often gives me unique insights into resource companies that most people don’t often see…
And I regularly share these insights with Diggers and Drillers members.
Check out some of the messages I’ve received from our members…
James is the real deal. He explains everything in plain English… He is a great geologist with a keen understanding of commodity cycles. I definitely trust his judgement.’ — Lorna
James is one of these decent honest blokes you can trust. He’s not up there with the shiny pants mob pretending, but down in the dirt, where he can see, hear and smell what’s going on… I have been an investor for over 40 years, and you get to know who you can trust. I trust this bloke.’ — Darby
These market insights can often translate into substantial investment wins.
At the time of writing, the average across all our open positions is an impressive 67% GAIN.
That 67% figure includes all our positions — winners AND losers.
Of course, I pick duds from time to time, too — every investor does.
And since these are open positions, we’ve yet to officially lock in our profits on these stocks.
That’s why you’ll get instant access to my full open portfolio.
Including plenty of investment opportunities that you can take advantage of right away, if you choose.
[Diggers and Drillers] has now become one of my best performing portfolios in the Fat Tail stable and I have every confidence it will continue to excel.’ — Wel G
My aim is always to recommend stocks with similar upside potential to the three plays I’ve been sharing with you today…
Plus, I’ll include a full breakdown of all the risks involved, so you can make an informed decision about how to invest your capital…
…along with details of the targets I’m tracking, and my market outlook for the short, medium and long term.
Now, of course, I can’t promise you a nice profit every time…
Sometimes we have to sell to stop a small loss from turning into a bigger one.
But I monitor each stock the entire time the position is open in the portfolio — and I’ll email you the moment something happens that changes my recommendation.
Well, the official sticker price is $299 per year.
And frankly, I reckon it’s a bargain at that price.
We’re talking less than a buck a day for access to high-potential resource stock recommendations…
The exact kind of stocks you want to be invested in, just as world governments accelerate into an historic U-turn back to reliable energy.
But I want to make this as easy as possible for you today.
That’s why, for a limited time, you can activate your membership to Diggers and Drillers for three months for just $49.
Now, that’s more than 83% OFF the entry fee you’d usually have to pay to activate your membership.
It’s an extremely low fee — especially when you consider you’re getting direct access to me, as a former senior exploration geologist, and my perspective on the resource markets.
Why so low?
Well, this is my way of introducing you to my advisory service.
Again, that small entry fee gives you three months’ membership to Diggers and Drillers…
Plus, immediate access to my new ‘Reliable Energy U-Turn’ report.
Personally, I think $49 for everything you’re getting today is a steal.
As a subscription service, Diggers and Drillers is good value for money for buying and holding resource stocks in Australia (mainly) and sometimes overseas. I have been a subscriber since its launch and intend to continue. Thank you!’ — Elaine S
And the best part is, your membership is covered by my 90-day money-back guarantee.
So, if you aren’t absolutely loving everything you’re getting from me inside Diggers and Drillers…
Simply let my Melbourne-based customer service team know at any time within your first 90 days…
And we’ll give you a full refund of everything you pay today — no questions asked.
Simply click the button below now.
When you do, you’ll be taken to a secure order form.
There, you’ll be able to review everything you’re getting before you join me inside Diggers and Drillers today.
As soon as your order is confirmed, I’ll immediately send you a digital copy of my ‘Reliable Energy U-Turn’ report via private email.
You could be placing buy orders on these three recommendations within the next half hour, if you want.
You can access all of this inside our private members-only website…
Plus, all of the other benefits included with your Diggers and Drillers membership…
Including instant access to all of the stocks in our current open portfolio — as well as a steady stream of brand-new recommendations delivered directly to your inbox.
Well, if you like the ideas and research you’re getting from me inside Diggers and Drillers — and you want to keep receiving it — you don't need to do a thing.
The newsletter issues and weekly updates will continue to arrive in your inbox.
Then, after three months, your card will be charged another $49 for the NEXT three months — and so on.
And since the official price for a one-year membership is $299…
That means you’re saving more than $100 over the next 12 months with this limited-time offer.
And remember, your membership is covered by my 90-day money-back guarantee — so you don’t have to decide today.
I hope you’re as excited as I am to take advantage of this seismic shift happening in the resources sector right now.
But before I go, there’s one more important point I have to mention…
When you join me today, you’ll also be getting instant access to a second special report.
It’s called…
I’ll send it to you with my compliments, as soon as you activate your membership.
Now, if the events of the mid-2000s taught us anything, it’s that…
When China’s economy booms, the ASX tends to follow suit.
For example, during the 2000s boom, China’s insatiable appetite for iron ore helped more than DOUBLE the share price of Rio Tinto [ASX:RIO]…
Handing some lucky investors returns of over 150% between 2003 and 2013.
And shares in BHP [ASX:BHP] TRIPLED in value…
Generating returns of over 270% during the same 10-year period.
And I’m sure everyone is familiar with the story of Fortescue [ASX:FMG]…
Evolving from humble beginnings to eventually becoming a multibillion-dollar iron ore powerhouse.
We all know how crazy those gains were…
Today, I believe we’re witnessing Beijing set out on ANOTHER big build-out…
This time, driven by the need for reliable energy.
In 2025 alone, the Chinese government is injecting US$88 billion into upgrading their national power systems…
And to make that upgrade happen smoothly, they’ve drastically ramped up imports of TWO key metals.
You’ll find the full details on both these companies — including their names, ticker symbols, and my recommended buy-up-to prices — inside your second special report…
‘China Shock 2.0: How to Invest in Beijing’s Big Energy Build Out’.
Now, will these two stocks reach the lofty heights that Rio, BHP or Fortescue did during the last boom?
Well, it’s impossible to say for sure.
Especially since some of those returns were true outliers, and are unlikely to be repeated.
But just like the 2000s mining boom, the investors who got in earliest had the best chance to capture significant potential gains.
And I believe the two ASX-listed companies I’ve targeted for you inside ‘China Shock 2.0’…
Are best positioned to take full advantage of Beijing’s brand-new energy build-out in 2025 and beyond…
So, to claim your digital copies of both of these special reports today…
Alongside activating your initial three months’ membership to Diggers and Drillers…
Simply click the button below now and fill out the secure order form on the next page.
When you do, I’ll send you all the details on every recommendation I’ve shared with you here.
Plus, you’ll have instant access to our full Diggers and Drillers open portfolio…
So, you can start taking stakes in companies you like the look of, right away.
Here’s what other members have been saying about their experience with Diggers and Drillers…
This man on the ground has a pretty accurate handle on all things resources. Thank [the] lord he is a geologist, not a salesman like some of his peers. Well done, James — keep up your good work.’ — YB
Good honest information from someone who actually knows what he’s talking about.’ — Dave
Love the geology perspective which enables the commentary to be based in practical reality as opposed to theoretical possibilities that are difficult to act on.’ — Simon
I want to help you find great resource companies to add to your portfolio, too…
Starting with the three stocks I’ve shared with you today.
Plus, even more stock recommendations over the coming months…
Today, I’ve shown you how the energy demands of brand-new 21st century technologies are forcing the hands of governments worldwide…
How the US, China and even prominent members of the EU are now back-pedalling on their previous ‘net zero’ promises.
Their infrastructure is crumbling under the weight of ever-increasing energy demands…
Suddenly, they can’t switch their gas, coal and nuclear power plants back online fast enough.
And who is standing by, ready to supply them with the reliable energy they desperately need?
You guessed it — we are.
And given these emerging technologies — including electric vehicles, drones, AI and many more — aren’t going away any time soon…
The pivot back to reliable energy is, in my mind, all but inevitable.
As you’ve just seen, the early rumblings of this historic U-turn are ALREADY sending the prices of some stocks soaring…
Handing everyday investors gains of hundreds of per cent — in some cases, in just a matter of months.
I expect those gains could only get bigger and bigger as this trend continues to accelerate.
Of course, it goes without saying that investing in mining stocks can be risky.
These are high-volatility, high-excitement stocks, after all.
If things don’t go your way, you could lose some or all of your investment capital.
So, these stocks should definitely be reserved for a small, speculative portion of your portfolio.
But if you’re ready to take advantage of what’s looming just over the horizon in the Aussie mining sector…
I believe NOW is the time to put your money into a handful of carefully selected stocks…
The ones that are best positioned to potentially profit from this historic U-turn back into reliable energy.
Look, it’s impossible to keep a lid on a trend this big.
So, don’t be surprised when you see more and more headlines about this energy U-turn begin bubbling up in the mainstream financial press.
This story could be front-page news in a few short months, weeks or even days from now…
But once everyone has heard about what’s happening…
By then, it’ll be way too late.
And the stocks I’ve told you about today will likely no longer be cheap.
So, your best chance to get in on this today is by taking action right here, on this page.
If you’ve stuck with me this far, it’s fair to say you’re interested in this opportunity.
Well, all that’s left to do now is to click the button below…
Activate your membership by filling out the short form on the next page…
And in just minutes from now, you’ll have your digital copies of both my special reports in your inbox.
What happens from there — well, that’s all up to you.
Thank you for spending your time with me today; I really appreciate it.
I’m James Cooper — and I look forward to welcoming you into our community of switched-on resource investors.
Sincerely,
James Cooper,
Diggers and Drillers