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Commented by André Will-Laudien on December 4th, 2023 | 07:30 CET

COP28 Climate Summit in Dubai boosts uranium shares! Cameco, GoviEx Uranium, Siemens Energy and E.ON in focus

  • Mining
  • Uranium
  • nuclear
  • renewableenergies

With a raised finger, Chancellor Scholz calls for a global shift away from fossil fuels in Dubai. Climate change remains "the great global challenge of our time". He is thus appealing to the almost 200 countries, which are holding energetic consultations until mid-December, to join in the energy transition formulated in Germany. Specifically, he proposed an agreement on two binding targets that are already consensus among the industrialized countries of the G20: One is to triple the expansion of renewable energy, and the other is to double energy efficiency - both by the year 2030. So far, more than 110 countries have agreed to expand green energy production at this rate. However, there is also the opposing party: around 20 countries want to almost triple their investment in nuclear energy. Where are the winners hiding?

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Commented by Stefan Feulner on November 7th, 2023 | 06:50 CET

Cameco, GoviEx Uranium, Nel ASA - The coast is clear

  • Mining
  • Uranium
  • renewableenergies
  • Electromobility

According to political plans, Germany wants to become climate-neutral by 2045, while the US has set itself this target for the middle of the current century. These targets are to be achieved through the use of renewable energies, heat pumps, electromobility and electricity and hydrogen networks. Outside of Germany, nuclear power is still being maintained, without which the climate targets could not be achieved, according to experts. While the price of uranium has climbed to a new 13-year high in recent weeks, renewable energy companies have been stumbling from one annual low to the next. Now, a bottom seems to be forming, at least in the short term.

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Commented by Nico Popp on July 20th, 2023 | 08:15 CEST

Turning point in uranium: ThyssenKrupp Nucera, GoviEx Uranium, Cameco

  • Mining
  • Uranium
  • Hydrogen
  • Electromobility

The energy issue is a concern for industry and citizens. Consumers, in particular, are now so unsettled that they have decided to wait and see. But passivity is not a good advisor. Within industry, it has long been clear that hydrogen is the key to climate neutrality - the successful IPO of ThyssenKrupp Nucera underscores this. But there are energy alternatives: An agreement between Canada and Ukraine shines a spotlight on uranium.

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Commented by Stefan Feulner on May 31st, 2023 | 08:15 CEST

Bright prospects - GoviEx Uranium, Cameco, Uranium Energy

  • Mining
  • Uranium
  • nuclear
  • renewableenergies

Germany is taking a unique path in the green energy mix and, after shutting down the last three reactors, is doing without nuclear energy altogether. In contrast, global nuclear power capacities are steadily increasing, with 60 reactors currently under construction. Politicians in North America are supporting the expansion with programs worth billions to support the domestic uranium sector and, at the same time, minimize dependence on Russia.

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Commented by Stefan Feulner on March 23rd, 2023 | 07:54 CET

RWE, Myriad Uranium, Cameco - The best environment ever

  • Mining
  • Uranium
  • nuclear

The geopolitical events of 2022 have heightened concerns about the security of supply and, combined with the ongoing focus on climate change, have created transformative tailwinds for the nuclear power industry. While Germany's last three nuclear reactors face shutdown, major industrialized nations are relying on zero-carbon nuclear power. As a result, the uranium price should be poised for a brilliant comeback after a bear market that has lasted for years.

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Commented by Stefan Feulner on March 10th, 2023 | 10:20 CET

Cameco, GoviEx Uranium, Fission Uranium - Elemental energy source

  • Mining
  • Uranium
  • nuclear
  • Investments

With the exception of Germany, the world's largest industrialized nations are focusing on expanding nuclear energy to achieve the climate targets they have set. However, due to the Ukraine conflict and possible sanctions against Russia, growing demand has been met with limited supply. The US alone obtains almost half of the uranium it needs from state-owned companies in Russia or Kazakhstan. But rising demand is meeting a supply that is too tight. The primary beneficiaries here are Western companies in production or close to it.

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Commented by Nico Popp on February 21st, 2023 | 14:11 CET

Russia's uranium business is booming! Cameco, GoviEx Uranium, RWE - How investors benefit

  • Mining
  • Uranium
  • Investments

Since the outbreak of the Ukraine war, the West has imposed sanctions on the Russian energy sector. However, as evaluations by the London-based Royal United Services Institute (RUSI) and the Bloomberg news agency show, Russia's nuclear exports increased in 2022. While customers such as Ukraine and the Czech Republic would have stopped their imports from Russia, China, for example, would step into the breach. We look into what the situation on the uranium market means and how investors can achieve rich returns.

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Commented by Stefan Feulner on January 25th, 2023 | 14:02 CET

Fission Uranium, GoviEx, Cameco - Uranium: New supercycle on the horizon

  • Mining
  • uranium
  • Energy
  • renewableenergies

The international community sees an urgent need to make electricity generation carbon-free to protect people and the planet from the dangers of air pollution and climate change. To be able to cover this with sustainable energy, nuclear energy is essential, in addition to the expansion of wind and solar power. With the exception of Germany, the largest industrialized countries are focusing on building new reactors. However, due to the sanctions against Russia, increasing demand is being met by an insufficient supply of uranium. The beneficiaries of this shortage are uranium producers from Western countries.

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Commented by Stefan Feulner on January 20th, 2023 | 13:50 CET

Cameco, Tocvan Ventures, Barrick Gold - Shining in new splendor

  • Mining
  • Gold
  • uranium

The era of hefty interest rate hikes is coming to an end, but high inflation remains. That is bad news for the economy and society. But for precious metals, which serve as inflation protection, this is grist to the mill. In addition to the gold price, another metal has celebrated a comeback recently. Uranium was able to bottom out after a bear market that lasted for years. With demand rising due to climate change, stocks in this sector should promise sustainable gains.

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Commented by Stefan Feulner on January 6th, 2023 | 09:44 CET

Power Nickel, American Lithium, Cameco - Last chance before new wave?

  • Mining
  • Lithium
  • Nickel
  • Batteries

The climate targets have been set, and the energy turnaround must be achieved. After the escalation of the conflict in Eastern Europe, the future must become green even faster to escape dependence on Russian oil and gas. Decarbonization is to succeed alongside the electrification of transport and the significant expansion of renewable energies. To date, it has yet to be precisely analyzed where the required industrial metals and raw materials are to come from. A shortage and, thus, sharply rising prices are pre-programmed. Producers of critical goods, especially from the West, are the clear beneficiaries.

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