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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:
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.