📢NEWS📢: URANIUM INSIDER'S, "the nuclear energy world is undergoing a tidal shift"
There’s something important happening right now. It's the re-emergence of nuclear energy.
To put it simply, the nuclear energy world is undergoing a tidal shift. As you’ve read in our previous emails, amidst an ever-widening uranium supply shortfall future availability has been further tightened due to geopolitics and the isolation of Russia – a critical source of uranium and uranium fuel services. As you can see in the graph below, the supply shortfall compared to the ever-growing demand for uranium is expected to expand in the years to come. Further supply of uranium can only come from significantly higher uranium prices necessary to incentivize new mines.
The ongoing emerging nuclear energy renaissance is now picking up steam:
60 reactors currently under construction, globally
112 reactors planned
324+ reactors proposed
112 reactors planned
324+ reactors proposed
China leads the way with 22 reactors under construction, and the lofty goal of 200GW of nuclear power by 2035 (put another way…an additional ~150 NEW reactors in the next 12 years!).
South Korea has pivoted in favor of nuclear.
Japan is more aggressively restarting their idled fleet (three more reactors to restart in 2023).
The United States with the world's largest reactor fleet (92 operating reactors) has enacted the Inflation Reduction Act, which contains robust clean energy production tax credits for utilities that will support further reactor life extensions.
There is so much more to share on this front…but let me simply summarize by saying that the setup in front of us for nuclear and uranium – although complex – is uniquely compelling and supportive for a multi-year bull market. We have now only completed the first big leg up in this young bull which was followed by a 14-month “bear trap” consolidation. We are now poised for the next leg of this young bull.
Justin Huhn,
Founder & Publisher
Uranium Insider Pro
Founder & Publisher
Uranium Insider Pro
$Uranium Energy (UEC.US)$ $NexGen Energy (NXE.US)$ $Cameco (CCJ.US)$ $Uranium Royalty (UROY.US)$ $FISSION URANIUM CO (FCUUF.US)$ $Ur-Energy (URG.US)$ $Energy Fuels (UUUU.US)$ $Global X Uranium ETF (URA.US)$ $Denison Mines (DNN.US)$ $Lightbridge (LTBR.US)$ $APPIA RARE EARTHS & URANIUM CORP (APAAF.US)$ $VanEck Uranium and Nuclear ETF (NLR.US)$ $SPROTT PHYSICAL URANIUM TR (SRUUF.US)$ $BWX Technologies (BWXT.US)$ $SPROTT JUNIOR URANIUM MINERS ETF (URNJ.US)$ $Exchange Traded Concepts Trust North Shore Global Uranium Mng Etf (URNM.US)$ $Denison Mines Corp (DML.CA)$ $Fission Uranium Corp (FCU.CA)$ $Premier American Uranium Inc (PUR.CA)$ $Encore Energy (EU.US)$ $Global Atomic Corp (GLO.CA)$ $F3 Uranium Corp (FUU.CA)$ $Uranium Royalty Corp (URC.CA)$ $First Uranium Resources Ltd (URNM.CA)$ $Stallion Uranium Corp (STUD.CA)$ $Standard Uranium Ltd (STND.CA)$ $CanAlaska Uranium Ltd (CVV.CA)$ $Blue Sky Uranium Corp (BSK.CA)$ $Strathmore Plus Uranium Corp (SUU.CA)$ $Atomic Minerals Corp (ATOM.CA)$ $Puranium Energy Ltd (UX.CA)$ $GLOBAL X URANIUM INDEX ETF CLASS A UNITS (HURA.CA)$ $Mega Uranium Ltd (MGA.CA)$ $Sprott Physical Uranium Trust (U.U.CA)$ $Sprott Physical Uranium Trust (U.UN.CA)$
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Northsea9 : Very timely provision of information
73372627 : Not before end of the second quarter 2025. the reserves still be high and the price by lb. I see IMHO is on the third bottom consolidation. Damage that Canada it is very slow on giving permits.