Quick takeaways

• There is a significant supply shortfall in uranium mining stocks due to high demand from existing and upcoming nuclear reactors, creating a bullish outlook for the market.

• Advanced nuclear technologies, such as small modular reactors (SMRs), are the future of nuclear energy, offering economic advantages and driving the global trend away from large-scale reactors.

• Renewable energy sources have limitations in terms of intermittency and grid stability, while nuclear power is gaining recognition as a consistent base load clean power source, highlighting the need for a diversified energy mix.

Deep dives