nuclear energy

Latest news and analysis on nuclear energy

Equities

Boss Energy or Paladin Energy? ASX uranium sector expert views

A major broker initiates coverage on ASX uranium – cautious on near-term prospects but sees longer-term potential – favouring BOE over PDN.
BOE
PDN
Carl Capolingua
Livewire Markets
Funds

7 vanilla and ‘hot sauce’ ETFs Bloomberg is watching

One of the world’s most respected ETF analysts highlights 2025's key funds, and we look at how investors can play these themes in Australia.
+17
Vishal Teckchandani
Livewire Markets
Investment Theme

Why now is the time for your portfolio to gain exposure to nuclear power

As global electricity demand accelerates, so does the growth prospects of electric utilities in the global listed infrastructure sector.
Sarah Lau
Resolution Capital
Equities

What’s going on with the uranium market?

The fundamentals for uranium appear strong, growing demand from nuclear power and AI versus limited scope for production increases.
AEE
+17
Carl Capolingua
Livewire Markets
Equities

Boss stands out from uranium pack as production, costs cheer analysts

Stellar performance leads to swathe of glowing research notes. Plus, Pilbara chief cites ‘incredibly strong’ long-term outlook for lithium.
BOE
Barry FitzGerald
Independent Journalist
Equities

Paladin Energy and Boss Energy still top ASX uranium picks, but few catalysts for uranium surge in 2025 —UBS

What’s in store for the uranium market in 2025 and which ASX uranium stocks are oversold at current levels.
AEE
+8
Carl Capolingua
Livewire Markets
Equities

If the uranium price has bottomed, these are the major uranium stocks and ETFs to watch

Uranium is rallying on the US election result and Russia’s export ban. If the low is in, these are the global & ASX uranium stocks to watch.
AEE
+13
Carl Capolingua
Livewire Markets
Equities

FireFly super-charges Canadian copper hunt as China stimulus fuels optimism

Plus: uranium stocks jump on US Three Mile Island call; Spartan's multi-million-ounce potential; Raiden drills for lithium next to Azure.
BHP
BOE
+5
Barry FitzGerald
Independent Journalist
Commodities

Why uranium bulls shouldn't get too excited about the Kazatomprom production cut

A report from a major broker suggests a production cut by the world’s biggest producer may not reverse the slide in the uranium price.
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Equities

Uranium prices will rise again: Remain “tactically bullish” – Citi

After a promising start to 2024, the uranium melt-up hasn’t materialsed. Major broker Citi reassures investors there’s still more to come.
BOE
+6
Carl Capolingua
Livewire Markets
Equities

Bumper gold price finally starts to flush out near-term producers

There are few choices for investors in this space, but Rox’s strong PFS shows this may be changing; And look at the real uranium price.
AEE
BOE
+5
Barry FitzGerald
Independent Journalist
Commodities

Nuclear energy trends in the US are bullish for uranium – Citi

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Education

Power play: the company harnessing nuclear and hydro

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Equities

Investors dipping toes back in lithium waters amid growing doubts over big banks’ bearish calls

There is renewed interest in explorers such as Cygnus and Mont. Plus, Boss’ first drum of uranium will pave way for growth at Honeymoon.
BOE
+1
Barry FitzGerald
Independent Journalist
Equities

This Australian company is looking to ride the tailwinds of a uranium supply gap

To understand the uranium market, it is important to understand the role uranium plays in the nuclear energy supply chain.
BOE
Tim Montague-Jones
ASR Wealth Advisers
Commodities

What's ahead for lithium, iron ore and uranium producers?

Lithium will recover, iron ore remains resilient, and we’re headed for a nuclear renaissance, says Janus Henderson
DEG
FMG
+5
Glenn Freeman
Livewire Markets
Equities

The stunning revival of nuclear energy

Walking the fine line between environmental preservation and deprivation has seen resurging interest in nuclear energy.
BOE
PDN
WND
+1
David Haddad
Eiger Capital
Rapid Fire

Tribeca bullish on uranium as prices continue to skyrocket

Uranium is one of the hottest commodities in the market right now, but is there more to come?
Chris Conway
Livewire Markets
Macro

January Podcasts: The state of the stock market

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Equities

COP28 support for nuclear and US ban on Russian product sets up uranium for a booming 2024

More tailwinds mean Boss is set to start production and sign offtakes in a bullish market. Plus, Flanagan and Harmanis back in spotlight.
BOE
+4
Barry FitzGerald
Independent Journalist
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