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Uranium

Climate change and energy security concerns have meant a nuclear power renaissance across America, Europe and Asia is driving up demand for uranium, the yellow cake essential to power one of the world’s most reliable and cleanest energy sources.

Roughly two-thirds of the world’s uranium production comes from Kazakhstan, Canada and Australia for the world’s nearly 440 nuclear reactors, with 60 more reactors in construction and over 400 more planned.

Change of global sentiment – government and public – in favor of nuclear energy, numerous new build announcements, life extensions for existing fleets, and the commercialization of SMR technology, all combine as power growth drivers in this exciting investment opportunity.

Our latest in-depth analysis on uranium:

Where will new uranium supply come from?
Are nuclear small modular reactors too good to be true?

Our industry video report with major uranium developers:

Our in-depth industry report into the nuclear renaissance and its impact on uranium:

The supply of nickel Class I, essential for electric batteries, is expected to face a shortage for the next 3-5 years, according to our new report. The Oregon Group predicts a continued crunch in the nickel market despite increased production by Chinese nickel giant, Tsingshan. 

Report: The Start of the Uranium Bull Market and the Coming of the Second Atomic Age

Uranium is at the start of a 10-year bull market, according to our new report.

Report: The Start of the Uranium Bull Market and the Coming of the Second Atomic Age

Uranium is at the start of a 10-year bull market, according to our new report.

Stay ahead of the market with our regular investment insights into uranium:

Latest infographics on nickel:

Latest Market Analysis:

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Welcome to The Oregon Group, an investment research team founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.

Anthony, Justin and their team, are now sharing their boardroom expertise, institutional experience and analysis from our global network, to help you profit and hedge your investment exposure during this time of unmissable opportunity.

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