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 […]
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