Bright Future?
https://www.mining.com/web/rare-earth-uranium-miners-benefit-from-ev-mania-and-dash-of-esg/?utm_source=Daily_Digest&utm_medium=email&utm_campaign=MNG-DIGESTS&utm_content=rare-earth-uranium-miners-benefit-from-ev-mania-and-dash-of-esg
"“Uranium sector supply/demand balance is the tightest we’ve seen since pre-Fukushima,” said GJL Research analyst Gordon Johnson, referencing to 2011 nuclear catastrophe in Japan.
“When you add to this, uranium stocks are now gaining attention from ESG investors due to their low GHG footprint and quintessential role as a clean energy alternative, we see the set-up for incremental/new Uranium investments as opportune,” Johnson added, referring to greenhouse gas emissions.
The uranium sector could gain even more as some are speculating that large funds are probably slowly increasing their position in the sector, according to Johnson. “If true, this could go on for a long time as they build significant positions ahead of the inevitable price rise in the commodity,” he said."