Energy security is placing renewed focus on uranium and nuclear energy markets.
Guy Keller highlights that supply remains the key constraint, with uranium markets continuing to face a structural deficit following years of underinvestment across the sector.
At the same time, demand continues to strengthen as countries prioritise energy security, grid stability, and long-term decarbonisation objectives. The rapid growth of AI infrastructure and data centre power consumption is also emerging as an increasingly important driver of future electricity demand.
As these themes converge, the long-term outlook for uranium and nuclear energy continues to gain momentum across global markets. We continue to see compelling opportunities emerging across the uranium and energy transition landscape.
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