• 5 min read
• Published on 25 July 2025
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View the full Basket:Nuclear Renaissance
I must admit, I do enjoy a good comeback story. And in the world of energy, there’s no comeback more unlikely, or more fraught with drama, than that of nuclear power. For decades, it’s been the villain of the piece. The mere mention of it conjured images of Chernobyl, Three Mile Island, and Fukushima. Politicians who once wouldn't touch it with a ten-foot pole are now, rather suddenly, singing its praises. Why the change of heart? Well, it seems reality has finally bitten.
View the full Basket:Nuclear Renaissance
The simple truth is that our modern world is fantastically, almost comically, hungry for electricity. Governments have spent years patting themselves on the back for installing wind turbines and solar panels, which is all well and good until the wind stops blowing and the sun goes down. You can’t run a country on intermittent power. Nuclear, for all its baggage, offers something renewables cannot, a steady, reliable, carbon-free hum of baseload power, 24 hours a day.
Then there’s the small matter of artificial intelligence, which, it turns out, is thirstier for electricity than a marathon runner is for water. The vast data centres needed to power our new AI overlords require a staggering amount of guaranteed energy. And let’s not forget the geopolitical angle. The war in Ukraine was a rather brutal lesson in the dangers of relying on your adversaries for energy. Suddenly, having your own domestic power source that doesn’t depend on foreign gas pipelines looks terribly sensible.
View the full Basket:Nuclear Renaissance
Of course, the old model of building nuclear plants was a nightmare. They were gargantuan, eye-wateringly expensive projects that took decades to complete and could bankrupt a small nation. The industry’s answer to this is the Small Modular Reactor, or SMR. Think of it less like building a grand, bespoke cathedral and more like assembling a power station from high-tech, factory-built Lego bricks.
Companies like NuScale Power are pioneering these smaller, safer units. They can be built and shipped to a site, reducing construction time from decades to just a few years. This modular approach could, in theory, make nuclear power more flexible and financially viable. It’s a potential game changer, but we are still in the early days of seeing if the promise matches the reality.
View the full Basket:Nuclear Renaissance
A nuclear renaissance, naturally, needs fuel. This brings us to uranium. After the Fukushima disaster, the price of uranium plummeted, and mines were shuttered. Now, with dozens of new reactors planned worldwide, we’re facing a classic supply squeeze. There simply might not be enough uranium being mined to meet this resurgent demand.
This has put companies like Canada’s Cameco, a giant in the uranium world, in a rather enviable position. The market for uranium is also a peculiar beast. It doesn’t trade like oil or gold. Most of it is sold via long-term contracts between miners and utility companies. As old, low-priced contracts expire and new ones are negotiated in a tighter market, prices could steadily climb. It’s a slow burn, but one that investors are watching very closely. It’s a complex picture, one that requires a careful look at a whole host of companies, from the miners to the tech innovators, much like the collection found in the Nuclear Revival basket. This isn't about one single stock, but an entire ecosystem waking from a long slumber.
Investing here requires a healthy dose of patience and a stomach for risk. These are not get-rich-quick stocks. Timelines are long, regulatory hurdles are immense, and public opinion can be fickle. A project delay or a policy shift could easily derail the best-laid plans. Still, for those with a long-term view, the tectonic shifts in energy, technology, and geopolitics are making nuclear power an investment story that is, once again, too big to ignore.
View the full Basket:Nuclear Renaissance
View the full Basket:Nuclear Renaissance
View the full Basket:Nuclear Renaissance
View the full Basket:Nuclear Renaissance
View the full Basket:Nuclear Renaissance
View the full Basket:Nuclear Renaissance
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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