Uranium (Nuclear Energy)

[behappyalways]

Where The US Gets Its Enriched Uranium
https://www.zerohedge.com/energy/where- ... ed-uranium

[winston]

Even the US Government is Worried There Won’t Be Enough Electricity

The uranium market is taking notice. Prices have more than doubled since 2021, but they remain well below the levels needed to incentivize new production.

The few publicly traded uranium miners and developers have seen their stocks surge. Yet most investors remain unaware of just how critical this resource will become.

Uranium is also a quintessential real asset— a critical resource that is vital to economic prosperity and new technology.

Yet, again, uranium is in a deficit. Demand already outpaces supply, and that imbalance is only set to worsen.

That likely means skyrocketing uranium prices. And massive profits for the few producers left— many still trading at quite modest valuations.

Source: Schiff Sovereign

[winston]

Uranium price falls but equities mostly rebound after DeepSeek disrupts nuclear plays

The uranium oxide price fell $3.90 to $67.30/lb on Tuesday, culminating a weekly decline of $6.55/lb, according to The Northern Miner.

"There was certainly an element of [power] load growth that was going to be driven by data centers, but it was far from the only element driving load growth" in the U.S., Osha wrote, adding factors such as reindustrialization and economic decoupling from China also are behind rising energy demand.

"Despite a negative shift in AI sentiment yesterday, our reactor demand outlook remains unchanged out through 2030, underpinned by significant growth from ongoing reactor builds in China," Heppel wrote, adding that improving economics for the carry trade should provide upward support at current levels.

Source: Seeking Alpha

https://seekingalpha.com/news/4399660-u ... e=hs_email

[behappyalways]

The West Faces Uranium Shortage Amid Competition From China And Russia
https://www.zerohedge.com/markets/west- ... and-russia

[behappyalways]

AI revolution triggers energy anxiety, major Silicon Valley manufacturers deploy nuclear energy technology

AI革命引發能源焦慮 矽谷大廠佈局核能科技｜FOCUS午間新聞 20250224 ‪@tvbsfocus

https://m.youtube.com/watch?v=4XxpFQLUiJM

[behappyalways]

US Uranium Production Hits Highest Level In 6 Years
https://www.zerohedge.com/commodities/u ... el-6-years

[winston]

URNM: Uranium Equities Extremely Out Of Favor, Provides A Buying Opportunity

Summary

URNM, launched in 2019, focuses exclusively on uranium equities and has 36 holdings with significant investments in Cameco, Kazatomprom, and the Sprott Physical Uranium Trust.

Despite healthy net inflows and a 38% increase in the share count over the past two years, URNM’s AUM has nearly halved due to poor performance and depressed sentiment.

The ETF is well-diversified, but naturally has larger allocations to the most liquid uranium equities to support substantial investment flows.

The recent underperformance illustrates a massive disconnect from the uranium term price, which is not far off its high.

Source: Seeking Alpha

https://seekingalpha.com/article/477384 ... e=hs_email

[winston]

Trump signs orders to revive US leadership in nuclear power

The US president’s initiative aims to spur construction of at least one reactor at US military installations

To accelerate the construction of nuclear power plants, including small, untested designs that offer the promise of rapid deployment but have not yet been built in the US.

It has finished building only two new reactors in the last 30 years and shuttered existing plants, even as China and Russia race to deploy them.

Former president Joe Biden last year laid out a plan to triple US nuclear capacity by 2050, and Trump’s new plan aims to quadruple it. It also comes as technology companies are clamouring for power to supply energy-hungry data centres.

One of the orders also aims to get 10 large, conventional reactors under construction by 2030, potentially benefiting Westinghouse Electric.

Reactors currently supply almost a tenth of the world’s power, including about 100 gigawatts of capacity in the US.

Advocates say the industry needs to grow three-fold by 2050 to help avoid the most catastrophic consequences of climate change.

China is now the world’s top builder, with roughly 30 reactors under construction. Russia, meanwhile, has spent years honing its own technology and has exported reactors to buyers in India, Iran and elsewhere.

Source: Bloomberg

https://www.businesstimes.com.sg/intern ... lear-power

[winston]

These Stocks Are Soaring on Amazon’s Atomic Misstep

by Sean Michael Cummings

Many tech giants are getting interested in nuclear microreactors and small modular reactors (“SMRs”)…

These are smaller, portable reactors that they can build and use on-site.

Microreactors can produce up to 20 MWe (megawatts of electricity), while SMRs range from 20 to 300 MWe. And they can run either on or off the grid.

Global X Uranium Fund (URA). It tracks a basket of companies involved in uranium mining and nuclear equipment.

The world is starving for nuclear power. And as Amazon’s Susquehanna saga shows, the new flood of demand is non-negotiable.

Make sure you’re in position to profit as the atomic renaissance continues.

Source: Daily Wealth

https://dailytradealert.com/2025/07/11/ ... c-misstep/

[behappyalways]

Global Nuclear Power Generation Hits Record High As Asia Surges Ahead
https://www.zerohedge.com/energy/global ... rges-ahead