Cameco Future "ESG" Energy Commodity Yes Forkliftguy, you are right-on with your reasoning to own Uranium and/or near term Uranium producers.
Uranium in the same camp as Lithium in terms of "ESG" commodities, one would think, where BlackRock & other world global asset management companies are channelling funds into such "net zero emission" commodities.
In this category, the key, as everyone already knows, is to seek such investment opportunity like Cameco with high grade & relatively lower cost to production and smaller near term production situations like relatively good grade Global Atomic Uranium (GLO) and in the Lithium space such as Frontier Lithium (a former Cameco geologist), a company quickly unlocking investor value in the discovery of significant $Billion dollar potential revenue "high grade" Canadian Lithium deposit(s) from surface to depth in prolific & mining friendly Red Lake mining region.