Its no secret that China’s nuclear capacity is growing rapidly. China’s government views nuclear power as a key part of their strategy to reduce carbon emissions and improve standard of living for their people. Historically, China has been overly dependent on coal fired power plants. Pollution has become such a problem in many cities that […]
Uranium Week lamented the challenges faced by the uranium industry. Uranium spot prices keep shifting lower due to temporarily curtailed demand. Consequently, production curtailments are ongoing around the world. There is a clear case for nuclear power, but costs are a problem preventing new capacity from being built.Recently the world’s largest mining conference, was recently […]
No doubt wind and solar are an important part of our energy future. However by themselves they cannot provide the energy society needs. This is an unpopular opinion, but science backs it up. As we build more solar panels and wind farms, their productivity declines. Even though the cost of an individual solar panel is […]
Half of North Carolina’s energy is generated carbon free by Nuclear Power. This is an even higher ratio than the US as a whole. Duke Energy is the major supplier. However their licenses are expiring. Does that mean nuclear is dying? Uranium demand expectations included the assumption that these Duke Energy plants would close in […]
With most commodity markets investors are better off spending more time on the supply side than the demand side. This is because the supply side is relatively easy to forecast and the demand side is not. However, this is less true with uranium. With uranium there is a lot of public information on both the […]
Bill Gates is one of the smartest and wealthiest people in the world. After “retiring” he has been focused intensely on philanthropy. He has a large team conducting research in order to determine what the most important issues are, and he focuses his resources accordingly. The fact that he has decided to dedicate his time […]
The WNA Nuclear fuel report has received a lot of press coverage. Some analysts believe it contains errors. In any case, it has important implications for uranium investors. One great resource for a variant view on this topic is economist Julian Tapp. We highly recommend watching this whole video:
Its a common myth that nuclear power is dying. In fact the opposite is true. Around the world countries are finding nuclear is the best option for providing clean baseload power. Emerging markets, led by China are the biggest part of this story. However its true elsewhere as well. No more so than in the […]
