|
|
|
|
|
|
|
|
|
|
|
|
14.08.25 - 05:24
|
Latest Global Nuclear Project Snapshot Shows China Still Dominates (ZeroHedge)
|
|
Latest Global Nuclear Project Snapshot Shows China Still Dominates
Nuclear has been a core investment theme since December 2020, followed by the launch of "The Next AI Trade" in April 2024 and the introduction of the "Powering Up America" theme shortly thereafter.
We expanded our nuclear coverage yesterday as Goldman initiated bullish coverage on Uranium Energy Corp. As a reminder, we first flagged Cameco Corp. as a buy around $9 a share; it's now trading above $78.
Goldman's latest nuclear reactor tracker, which charts out global project progress, underscores that a new era of atomic energy is set to come online to help power all things AI in the 2030s.
New reactor progress and announcements:
North America
7/18/2025 - United States - At an energy summit in Pittsburgh PA, Westinghouse announced plans to start construction of the first of 10 new AP1000 reactors in the US by 2030 (here).
7/29/2025 - United States - The US NRC has approved licensing for the ...
|
|
|
|
|
|
|
|
|
05.08.25 - 10:00
|
Uranium Energy-Aktie: Gewinne realisieren oder noch halten? (Sharedeals)
|
|
Die Uranium Energy-Aktie war in der Vergangenheit durch eine sehr hohe Schwankungsbreite geprägt. Am Dienstag verliert sie leicht und steht aktuell bei rund 8 €. Damit verdoppelte sie sich gegenüber dem Tief im April bei 3,70 €. Was ist hier jetzt ratsam? Immer mehr Atomanlagen Den Sonderweg Deutschlands, sich von der Atomkernkraft zu verabschieden, findet […]
The post Uranium Energy-Aktie: Gewinne realisieren oder noch halten? first appeared on sharedeals.de....
|
|