I've been pretty much following Lyn Alden's newsletter and Fortress model portfolios, which consists of international ETFS (VWO, VPL) energy and metal commoditi

I've been pretty much following Lyn Alden's newsletter and Fortress model portfolios, which consists of international ETFS (VWO, VPL) energy and metal commodities (RDS.B, SCCO, GOLD, FNV, WPM), and IVOL. Uranium ETFs like URNM might be worth a look if you expect extensions on reactors/new reactors to continue.