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 2050 2. Electricity growth from electrification of everything 3. China remains a disruptive behemoth through 14th FYP 4. Implications from SMRs and advanced reactors 5. Commodities supercycle and flight to real assets 6. Impact of generalist investors and speculators 7. Graphic imbalance between supply and demand centres 8. Opportunity from ESG and decarbonisation imperative