Why the market's excitement around uranium is justified
Nuclear power is firmly back on the global energy agenda, driven by energy security, decarbonisation goals and the rapidly rising power needs of data centres and artificial intelligence (AI) infrastructure. As governments and the private sector commit to expanding nuclear capacity, investor attention is increasingly turning to uranium, the fuel at the heart of the nuclear value chain. In this blog, we examine why the nuclear renaissance still has much further to run, why current build-out plans fall short of stated targets, and what this means for uranium at a time when supply is already constrained.
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