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There are supply bottlenecks in Canada and Kazakhstan. In addition, the bottleneck could widen, as small producers could also run into a bottleneck because they are sometimes forced to enter the market. After all, long-term contracts must be fulfilled. Many countries are increasingly turning to nuclear energy. Africa is expanding, Egypt is building its first power plant, and South Africa also wants to expand its only nuclear energy program in Africa. One option that many are betting on is small modular power plants, as countries need clean and reliable solutions to their energy problems.

In the field of artificial intelligence and data centers – major power consumers with rising demand – Google has signed a purchase agreement with Commonwealth Fusion Systems for 200 MW of power. The fusion power plant is to be built in Virginia. It is the largest fusion energy deal for companies ever. In fusion, light atomic nuclei merge at temperatures above 100 million degrees Celsius. The goal is to achieve a "net energy positive" state. This means that more energy should be generated than consumed. Google supports the commercial fusion market. However, it will be a long time before fusion energy can be produced economically. Until then, nuclear power will not only maintain its high status but also expand it.

The recently published World Nuclear Performance Report 2025 states that a record 2667 TWh of electricity was generated in the world’s nuclear reactors (440 units) in 2024. Demand from new sectors is therefore increasing, as is the rest of the world’s electricity demand. Incidentally, China has published a report stating that it wants to almost double its nuclear power capacity by 2040. With the expansion of global energy policy, uranium should therefore be an extremely sought-after commodity, which is good news for uranium companies.

Uranium Energy – https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ – has diversified uranium holdings and ISR uranium projects in the US, with additional projects in Canada.

Uranium Royalty – https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ – stands out as the only royalty company in the uranium market. This gives investors unique diversification in the uranium sector.

Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/en/companies/uranium-royalty-corp/ -) and Uranium Energy (- https://www.resource-capital.ch/en/companies/uranium-energy-corp/ -).

Sources:

https://www.mining-journal.com/energy-minerals/news-analysis/4519354/citi-upside-momentum-uranium  

https://esgnews.com/de/Google-unterzeichnet-gr%C3%B6%C3%9Ften-Fusionsenergie-Deal-f%C3%BCr-Unternehmen/  

https://world-nuclear.org/images/articles/World%20Nuclear%20Performance%20Report%202025.pdf

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