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Nations around the world are racing towards clean energy goals, but many are forgetting about one key component that could make net zero goals more feasible. When it comes to carbon emissions, nuclear energy equals and sometimes even outperforms renewable energy sources.
Yes, renewable energy sources like wind and solar are the end goal, but uranium is an essential element in achieving global decarbonization goals.
Why? Because nuclear energy doesn’t directly contribute to greenhouse gas emissions and climate change,and it runs 24/7,meaning it is one of the cleanest, most reliable forms of power generation in existence.
The 2011 Fukushima tragedy caused the uranium market to tank, and up until recently, low energy prices have disincentivised further investment in aging power plants.
However, sentiment towards uranium is continuously shifting, with several countries (including Japan) rethinking their nuclear energy policies.
Even Tesla CEO Elon Musk said that limiting the use of nuclear energy "is insane from a national security standpoint & bad for the environment to shut them down."
And according to a recent market report from The Oregon Group, a uranium bull market is on the horizon.
The Oregon Group is an investment research company that was founded by independent capital markets experts, Anthony Milewski and Justin Cochrane.
Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements.
He realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the privatization of vast swaths of the regional economies. He also noted the great potential in building companies on the back of these changes and, for a time, was employed by Renaissance Capital in Moscow, Russia, working with entrepreneurs and natural resource companies. Upon graduating he took a job at New York based Skadden, Arps where he became immersed in commodity transactions. Milewski would later transition from Skadden to Firebird Management in New York where he worked in the Global Macro funds.
His time at Firebird had a profound impact on his investment style. He realized that you can “get a call right” but the “timing wrong.” Investing is about understanding the themes and ideas that shape our world, environment, and capital markets. It was this realization that helped to shape his views on identifying themes, thinking about liquidity, and ultimately making successful investment decisions. No one ever lost money selling for a gain! After Firebird he went on to work with other major funds as a c-level executive specializing in global origination and investment processes. This time cemented his views on risk mitigation and liquidity.
After years in the asset management business, Anthony realized it was time to strike out on his own. Along with his business partner, Justin Cochrane, he founded and took public several companies. To date, he has helped raise over a billion dollars for listed companies on various exchanges around the globe. In a sense, this was Act Two of his career.
All told, Anthony has served as a founder, advisor, director, executive and investor. He now pursues investment ideas that make money and make the world a better place. That might mean investing in nickel as key ingredient in batteries, carbon as a way of saving forests, copper for the electrification of things, artificial intelligence to help reduce the impact of farming on our environment — the list goes on.
In short, Milewski is no stranger to the industry, and because of his strong track record in the space, his opinions about the market are definitely worth paying attention to.
The Oregon Group Predicts a 10-Year Uranium Bull Market
Milewski and The Oregon Group are forecasting a significant net increase in nuclear reactors that use uranium as fuel, which will favor the uranium market.
The report "The Start of the Uranium Bull Market and the Coming of the Second Atomic Age" takes a deep dive into some of the major factors that have contributed to this expansion, including decarbonization, the commercialization of small modular reactor technology, and energy security.
Not to mention, an analysis of the uranium market shows a significant decline in current global stockpiles, a lack of production in the near future, and the possibility of a supply shortage.
Here are some of the report’s highlights:
The 10-year downturn in the uranium market, during which time mines were shut down, development projects put on hold, and many exploration companies ran out of money, has now come to an end. Mining restarts are being announced as uranium prices rise. But because of dwindling reserves and grades at existing producers, and a dearth of advanced development initiatives, supply won't be sufficient to meet demand in the near future. Producers have categorically declared that considerably greater incentive pricing is necessary for new production.
The European Union recently designated nuclear energy as green energy, opening the sector up to multibillion-dollar green financing. Uranium is one of the most energy-dense fuels available, and it is used in nuclear reactors to generate clean energy. The same factors have primarily contributed to the global shift in public opinion in favour of uranium and nuclear power. This is particularly evident in Japan, where most of the population now supports restarting the country's reactor fleet.
On the supply side, the industry is still struggling to recover from a decade of underinvestment. As a result of mergers and acquisitions, and warnings from leading producers that prices must rise further to incentivize new production, uranium equities have increased in value over the last two years. However, there is a lot of growth still to come.
Based on the data, long-term growth in nuclear energy appears to be assured. Changes in global sentiment – both government and public – in favor of nuclear energy, numerous new build announcements, life extensions for existing fleets, and commercializing SMR technology all contribute to power growth.
The Oregon Group believes uranium prices, particularly the term contract pricing through which most uranium is bought and sold, still have a long way to go before peaking. Equities will rise in tandem with them. While the influx of newly listed companies (particularly explorers) makes it more difficult for first-time uranium investors to identify de-risked, high-reward stocks, the report highlights that there are still many opportunities at various risk levels, with appealing entry points.
"The Start of the Uranium Bull Market and the Coming of the Second Atomic Age" provides deep insights into this exciting industry and outlines the major trends that are expected to keep prices elevated for the long term. The report also includes a list of uranium stocks and exchange-traded funds (ETFs) that are worth considering and why.
In summary, it may be the ideal time for investors to pay attention to this market as we are in the early stages of what might be a long-term uranium bull market. This study is an invaluable and comprehensive resource to help you get started.
Click here to read the full version of The Oregon Group’s "The Start of the Uranium Bull Market and the Coming of the Second Atomic Age" today.
Disclaimer
1) The author of the Article, or members of the author’s immediate household or family, do not own any securities of the companies set forth in this Article. The author determined which companies would be included in this article based on research and understanding of the sector.
2) The Article was issued on behalf of and sponsored by, The Oregon Group. Market Jar Media Inc. has or expects to receive from The Oregon Group’s Digital Marketing Agency of Record (Native Ads Inc) one thousand five hundred USD for this article.
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6) This document contains forward-looking information and forward-looking statements, within the meaning of applicable Canadian securities legislation, (collectively, “forward-looking statements”), which reflect management's expectations regarding The Oregon Group.’s future growth, future business plans and opportunities, expected activities, and other statements about future events, results or performance. Wherever possible, words such as “predicts”, “projects”, “targets”, “plans”, “expects”, “does not expect”, “budget”, “scheduled”, “estimates”, “forecasts”, “anticipate” or “does not anticipate”, “believe”, “intend” and similar expressions or statements that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved, or the negative or grammatical variation thereof or other variations thereof, or comparable terminology have been used to identify forward-looking statements. These forward-looking statements include, among other things, statements relating to: (a) revenue generating potential with respect to The Oregon Group.’s industry; (b) market opportunity; (c) The Oregon Group’s business plans and strategies; (d) services that The Oregon Group intends to offer; (e) The Oregon Groups milestone projections and targets; (f) The Oregon Group’s expectations regarding receipt of approval for regulatory applications; (g) FThe Oregon Group’s intentions to expand into other jurisdictions including the timeline expectations relating to those expansion plans; and (h) The Oregon Group’s expectations with regarding its ability to deliver shareholder value. Forward-looking statements are not a guarantee of future performance and are based upon a number of estimates and assumptions of management in light of management’s experience and perception of trends, current conditions and expected developments, as well as other factors that management believes to be relevant and reasonable in the circumstances, as of the date of this document including, without limitation, assumptions about: (a) the ability to raise any necessary additional capital on reasonable terms to execute The Oregon Group’s business plan; (b) that general business and economic conditions will not change in a material adverse manner; (c) The Oregon Group’s ability to procure equipment and operating supplies in sufficient quantities and on a timely basis; (d) The Oregon Group’s ability to enter into contractual arrangements with additional Pharmacies; (e) the accuracy of budgeted costs and expenditures; (f) The Oregon Group’s ability to attract and retain skilled personnel; (g) political and regulatory stability; (h) the receipt of governmental, regulatory and third-party approvals, licenses and permits on favorable terms; (i) changes in applicable legislation; (j) stability in financial and capital markets; and (k) expectations regarding the level of disruption to as a result of CV-19. Such forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of The Oregon Group to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation: (a) The Oregon Group’s operations could be adversely affected by possible future government legislation, policies and controls or by changes in applicable laws and regulations; (b) public health crises such as CV-19 may adversely impact The Oregon Group’s business; (c) the volatility of global capital markets; (d) political instability and changes to the regulations governing The Oregon Group’s business operations (e) The Oregon Group may be unable to implement its growth strategy; and (f) increased competition.<br><br>
Except as required by law, The Oregon Group undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future event or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events. Neither does The Oregon Group nor any of its representatives make any representation or warranty, express or implied, as to the accuracy, sufficiency or completeness of the information in this document. Neither The Oregon Group nor any of its representatives shall have any liability whatsoever, under contract, tort, trust or otherwise, to you or any person resulting from the use of the information in this document by you or any of your representatives or for omissions from the information in this document.<br><br>
7) Any graphs, tables or other information demonstrating the historical performance or current or historical attributes of The Oregon Group or any other entity contained in this document are intended only to illustrate historical performance or current or historical attributes of The Oregon Group or such entities and are not necessarily indicative of future performance of The Oregon Group or such entities.
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