Uranium Energy Watchlist

Analysts Provide Tailwind: Uranium Stocks Soar Thanks to Political Shift. BMO Capital Sees Over 30% Upside Potential for Uranium Energy.

S. Bank
Reading Time: 2 minutes

Uranium stocks are currently on the rise due to the U.S. government under President Trump undergoing a policy shift in energy: With new decrees and the use of the "Defense Production Act," domestic uranium production is set to be significantly expanded, the construction of new reactors accelerated, and dependence on imports – particularly from Russia – reduced. The demand for low-emission energy is also rising due to the boom in AI data centers and the global renaissance of nuclear power, while the supply of uranium remains tight. These political...

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