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The world is taking the nuclear option
nuclear-2.jpg
Mobeen Tahir
Mobeen Tahir

The world is taking the nuclear option

Global adoption of nuclear energy is accelerating. In the face of rapidly rising energy needs and geopolitical shocks creating severe volatility in the price of oil and gas, countries are acting to move away from fossil fuels not only to protect the environment, but also to ensure energy security. This blog outlines key developments from governments around the world, why they matter, and the opportunities they create for investors.

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Nuclear EnergyMegatrendsEnergy Transition
Why the market's excitement around uranium is justified
nuclear-6.webp
Mobeen Tahir
Mobeen Tahir

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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Nuclear EnergyMegatrendsEnergy Transition
From ore to core: why uranium supply chains matter
nuclear-7.webp
Baoqi Zhu
Baoqi Zhu

From ore to core: why uranium supply chains matter

Nuclear is moving from niche to necessary as electrification and AI-driven data centres lift baseload demand. The opportunity and the risk sit in the fuel chain: mines take years to add supply, enrichment remains tight and mine restarts are proving slower than headlines. Over the next few years, outcomes will be shaped as much by the balance between upstream mining and midstream processing as by the number of new reactors.

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Nuclear EnergyEnergy TransitionMegatrends
“A nuclear renaissance is underway”: Yellow Cake’s message on The Next Big Thing
nuclear-3.jpg
Mobeen Tahir
Mobeen Tahir

“A nuclear renaissance is underway”: Yellow Cake’s message on The Next Big Thing

In the latest episode of our podcast The Next Big Thing, Chris Gannatti and I spoke with Andre Liebenberg, CEO of Yellow Cake Plc. We discussed how nuclear can deliver clean, reliable power as energy demand surges from data centres and artificial intelligence (AI), and how Yellow Cake offers investors direct exposure to uranium, the fuel at the heart of this nuclear renaissance.

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CommoditiesEnergy TransitionEquitiesMegatrendsNuclear Energy
The world has decided: Nuclear will power the future
nuclear-2.jpg
Mobeen Tahir
Mobeen Tahir

The world has decided: Nuclear will power the future

Policy support for nuclear power has surged. Governments around the world are increasingly recognising the crucial role of nuclear energy in meeting the growing demand for electricity and achieving climate targets. This shift is particularly striking because, for many years, the sector faced either a lack of support or outright opposition. The renewed momentum is creating a significant sense of excitement in the markets. This creates a compelling opportunity across the uranium and nuclear energy value chain for investors.

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Energy TransitionMegatrendsNuclear Energy
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