Going Nuclear With Cameco And Energy Fuels

Nov. 17, 2022 11:57 AM ETCameco Corporation (CCJ), CCO:CA, EFR:CA, UUUU19 Comments
Leo Nelissen profile picture
Leo Nelissen


  • In this article, we dive into the rapidly growing global nuclear energy industry fueled by the energy crisis, net-zero plans, and geopolitical risks.
  • Moreover, there's an urgent need to source local uranium while boosting nuclear output. For now, most mining operations are in less democratic nations, which come with additional risks.
  • Cameco and Energy Fuels are two great plays benefiting from higher uranium demand, strong prices, and the need to capture rare earth supplies for other energy purposes.
Sign of radioactive danger depicted on a concrete wall

Nikolay Chekalin


Over the past two years, we have spent a lot of time discussing fossil fuels in light of the post-pandemic demand recovery, subdued supply growth, progressive environmental policies, OPEC, and everything related to these developments. While we will certainly continue to do that given the

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Leo Nelissen profile picture
Welcome to my Seeking Alpha profile!I'm a buy-side financial markets analyst specializing in dividend opportunities, with a keen focus on major economic developments related to supply chains, infrastructure, and commodities. My articles provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. I aim to keep you informed of the latest macroeconomic trends and significant market developments through engaging content. Feel free to reach out to me via DMs or find me on Twitter (@Growth_Value_) for more insights.Thank you for visiting my profile!

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article serves the sole purpose of adding value to the research process. Always take care of your own risk management and asset allocation.

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