| | | |  Dear Reader, For years, nuclear power was dismissed as outdated. Now? It’s back at the center of global energy strategy. With governments funding small modular reactor projects, AI data centers consuming more power, and new zero-emission mandates kicking in - uranium demand is quietly accelerating. Tucked away in a historically rich region sits a set of uranium projects with early exploration data and built-in infrastructure. The setup could be well-timed. Here's why early movers are digging in: - Global uranium supply hasn’t kept up with rising policy demand
- Infrastructure and permitting pathways already exist
- Additional assets beyond uranium add optionality
- Exploration activity is ongoing
If you’re looking for overlooked exposure to a potentially revived energy source - this could be worth your radar. See what’s emerging behind the uranium rebound
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