ENERGY FUELS INC.
Commented by Stefan Feulner on February 8th, 2026 | 07:25 CET
Energy Fuels, American Atomics, Occidental Petroleum – Beneficiaries of the US energy transition
Global energy demand is heading toward a new dimension. Artificial intelligence, data centers, cloud infrastructure, and electromobility are causing electricity consumption to skyrocket, and at a rate that exceeds the growth of grids and generation capacities. Without reliable, base-load capable power sources, technological progress threatens to reach its physical limits. This is precisely why nuclear energy and fossil fuels are back in focus. They provide predictable power on a large scale, regardless of weather and time of day. Anyone who ignores this bottleneck is misjudging one of the key drivers of the next investment cycle.
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Commented by Stefan Feulner on May 26th, 2025 | 07:10 CEST
Cameco, Energy Fuels, Almonty Industries, Vonovia – Trump decision causes stocks to explode
US President Donald Trump is again flexing his muscles and sent stock markets worldwide into a tailspin at the end of the week. This time, his chosen target is not China or Russia, but instead Europe, which the Republican is hitting with his tariff hammer and threatening with import tariffs of 50%. Another plan to be implemented in the United States in the short term by decree is the acceleration of reactor approvals, which has led to double-digit gains for uranium stocks. The aim is to minimize dependence on energy imports.
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Commented by Carsten Mainitz on December 23rd, 2020 | 08:27 CET
Lynas Rare Earths, Defense Metals, Energy Fuels - Rare Earths, Uranium & Co.
We encounter rare earths in many ways in everyday life in the form of smartphones, notebooks, LED lights and electric cars. However, the raw material is not earth, but metals. The total of 17 elements, which can additionally be categorized as light and heavy, are also not rare. However, the concentration in which they occur is low, and thus economic extraction is often tricky. China has the largest deposits worldwide. Many countries and industries are interested in discovering and producing rare earths outside of China to become less dependent on the market power of the People's Republic. Should supply and demand diverge too sharply, this could - as in the past - lead to drastic price increases at times and cause share prices to move sharply. We introduce you to three exciting commodity companies.
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