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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.


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.