Uranium’s New Era of High Prices, Geopolitical Rivalry

Worries about an impending recession may have suppressed energy commodity prices this year, but uranium has not had that problem.

Years of underinvestment and a general reevaluation of nuclear power’s place in the clean energy transition suggests the recent rally will continue. Bank of America’s Global Research projects uranium spot prices to increase by 34% by the end of 2025.

The European Union’s abrupt policy shift, a massive reactor buildout in Asia, and the fast-tracking of safer small modular reactor designs by the Biden administration all suggest a new era.

New trading instruments are arriving in the space to capitalize on this. The recent launch of the Zuri-Invest Actively Managed Certificates (Uranium AMC) is emblematic of a secular change that could last a decade. ETF Exposure Since utilities depend on long-term contracts and new reactors can take five to 10 years to complete, this is a “long ball” investment theme. And […]

Click here to view original web page at www.etf.com

About the author: StockMan

Please remember:

The information provided here is for general knowledge and educational purposes only.
It is not intended to be a substitute for professional financial advice.
Every individual's financial situation is unique, and what works for one person may not work for another.
Before making any investment or financial decisions, you should always consult with a qualified financial advisor who understands your specific circumstances and goals.

Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, should never be acted upon. Please be aware that any information posted on this site should not be considered to be financial advice and i am not a financial advisor.