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 […]

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