NYSEAM:UEC - Post by User
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mangoeon Dec 15, 2024 6:40pm
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Post# 36363399
ICYMI!🎇😴 🔥📗 New 36-pg Q3/2024 Natural Resources
ICYMI!🎇😴 🔥📗 New 36-pg Q3/2024 Natural Resources ICYMI!
New 36-pg Q3/2024 Natural Resources Commentary "#Copper and #Uranium: The Coming Divergence"
by critically-acclaimed makes the case that "The uranium market is positioned for a period of unprecedented excitement. The signs are everywhere." 
"A New Dawn for #Nuclear Power" has unleashed a "torrent of uranium-related news"
as "a transformation in perception is underway - one that bodes well for uranium's future."
"The virtues of nuclear power, long overshadowed by fear and controversy, are finally being recognized across the spectrum—from investors and electricity consumers to government officials and the global environmental community. These virtues, which we’ve outlined in detail, are so compelling that a worldwide nuclear boom is underway. The uranium market is positioned for a period of unprecedented excitement. The signs are everywhere." 
A series of seismic news events "underscore a simple but powerful truth: long maligned and underutilized Nuclear power is the only viable solution for the energy-intensive demands of the modern world." 
Microsoft partnering with Constellation Energy to reopen Three Mile Island; Holtec securing a $1.5 Billion DoE loan guarantee to reopen Palisades and also install 2 SMR's at the site; Google signing on with Kairos Power for 500MW of nuclear power for its data centers - "ushering in a new era of nuclear energy"; Amazon seeking to directly connect its data center to the largest nuclear power plant in the USA - which FERC blocked to force Amazon and other tech companies to reopen old plants or build new ones in "a win for aggregate uranium demand"; and Meta joining the fray with its own plans to build new nuclear power for its AI data center needs.
"Nuclear power is entering a new golden age."
"For investors, the uranium story has never been more compelling. The developments we witness are not merely bullish—they are the harbingers of a seismic shift. Like the nuclear industry itself, the uranium market is on the cusp of a remarkable transformation."
Unlike copper, tied to the fading future of renewable energy into the sunset like the French Concorde jetliner, uranium is where the Boeing 707 was in 1957, one year before it entered scheduled service as the global travel world was about to be disrupted with huge societal benefits that are still being felt. "The SMR, we believe, is the Boeing 707 of today." "The momentum is undeniable. The implications for investors are equally profound."
"The choice, as we see it, is between uranium and copper—between investing in the Concorde, a technological marvel that failed to take flight commercially, and the Boeing 707, the plane that launched the jet age. The Concorde sits in museums today; the legacy of the 707 is written in the contrails crisscrossing the globe. The parallels between SMRs and the energy revolution they promise are clear. At Goehring & Rozencwajg, we know which side of history we want to be on."
Download your "must read" copy here:
https://gorozen.com/commentaries/2024-q3…
