
Thematic Investors: Why Institutional Investors Should Consider Uranium
Thematic Investors
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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.
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