Thematic Investors cover image

Thematic Investors: Why Institutional Investors Should Consider Uranium

Thematic Investors

00:00

Nuclear Energy's Resurgence

This chapter examines the escalating demand for nuclear energy amidst a tightening supply landscape, emphasizing its critical role in carbon-free electricity generation. It highlights recent political shifts and the potential of small modular reactors as a solution to increasing energy needs. Additionally, the discussion covers global competition in nuclear development and the complexities of uranium investments in a rapidly evolving market.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app