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27.08.26 - 13:30
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Die besten Uran-ETFs: KI-Boom stärkt Nachfrage nach Atomstrom (Fundresearch)
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Der weltweite Strombedarf durch Künstliche Intelligenz und Rechenzentren macht Kernenergie wieder attraktiver. Neue Reaktorprojekte, steigende Stromproduktion und Investitionen in Urananreicherung stärken den Nuklearsektor – auch wenn Uranaktien zuletzt deutlich unter Druck standen....
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25.08.26 - 12:27
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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally" (ZeroHedge)
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Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally"
Bloomberg's continuous front-month uranium futures contract (UXA1 Comdty) briefly surged above $100 a pound in late January, driven by tightening supplies, renewed government support for nuclear power, and rising electricity demand from the AI infrastructure boom.
Uranium futures then retreated and remained range-bound between $84 and $87 for five months. But momentum has returned in August, with prices approaching $89 a pound, the highest level since early February.
The ongoing theme is that years of underinvestment have limited mine supply growth despite rising reactor demand. New uranium projects can take a decade to develop, leaving producers unable to respond quickly to higher prices. Output is also concentrated among a handful of miners, such as Cameco.
Goldman analysts have routinely pointed back to these charts, which show that the uranium market has entered a deficit and that the ga...
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24.08.26 - 16:27
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Uran aus Russland? Umweltministerium fordert EU-Sanktionen (DPA-AFX)
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LINGEN (dpa-AFX) - Angereichertes Uran aus Russland könnte laut Anti-Atomkraft-Initiativen noch heute in die Brennelementefabrik im niedersächsischen Lingen gebracht werden. Mehrere Organisationen kündigten eine Demonstration dagegen an. "Was wir heute ......
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12.08.26 - 02:06
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Looking Back At The Uranium One Scandal (ZeroHedge)
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Looking Back At The Uranium One Scandal
Authored by Stu Cvrk via American Greatness,
The Uranium One scandal was a 2010 controversy in which the Obama administration approved the takeover of Uranium One - a Canadian company with significant uranium mining assets in the United States - by Russia's state-owned Rosatom corporation. Critics alleged a pay-to-play scheme, pointing to large donations (roughly $145 million) to the Clinton Foundation from individuals connected to Uranium One and its investors, as well as a $500,000 speaking fee paid to Bill Clinton by a Russian bank involved in the deal.
The conventional wisdom is that no evidence was uncovered of improper influence or criminal wrongdoing by Hillary Clinton or other U.S. officials in the Committee on Foreign Investment in the United States (CFIUS) approval process, though the foreign donations and influence aspects have never been fully resolved.
Could the "conventional wisdom" be wrong (because it was manufactured to hide t...
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07.08.26 - 15:54
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Uran-Engpass: Milliarden-Rückenwind für diese US-Aktie (Der Aktionaer)
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Die Renaissance der Kernenergie nimmt Fahrt auf. Doch zwischen neuen Reaktoren und zusätzlicher Stromproduktion liegt ein kritischer Flaschenhals: die Urananreicherung. Westliche Kapazitäten sind knapp, russische Lieferungen politisch unter Druck. Davon könnte eine bislang wenig beachtete US-Aktie überproportional profitieren....
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