Key Thematics Driving the Sentiment Switch for Nuclear/Uranium

Brandon Munro and Matt remind us of what’s important to remember and what’s important to know when invested into the uranium and nuclear thematic. No one wants to be accused of drinking the cool aid so we leaned into this conversation. Some good take aways.1. World’s largest economies committed to carbon neutral by 20502. Electricity growth from electrification of everything3. China remains a disruptive behemoth through 14th FYP4. Implications from SMRs and advanced reactors5. Commodities supercycle and flight to real assets6. Impact of generalist investors and speculators7. Graphic imbalance between supply and demand centres8. Opportunity from ESG and decarbonisation imperative