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Nuclear power is transforming the energy landscape, with uranium emerging as a potentially lucrative investment prospect for 2025. According to the World Nuclear Association, a whopping 14.1 GW of new nuclear capacity will be added to the grid, globally, in 2025 – more than double the capacity added in 2024. China is leading the charge in both nuclear expansion (30GW under construction) and uranium procurement (multiple large uranium contracts and joint ventures with Kazatomprom, the world’s largest uranium producer). China will continue to be an aggressive buyer, forcing the Western nuclear utilities to re-stock (inventories in the U.S. in particular are at multi-year lows) in an undersupplied market, leading to a significantly higher uranium price.
Since 2019, when uranium traded around $20/lb, our curated uranium portfolio has consistently beat standard benchmarks year after year. Looking ahead to 2025, we expect substantial growth in our "Top 10 - Focus List" selections. Our Focus List portfolio, launched in August 2019, has delivered a documented +411.4% return to date. Despite these impressive gains, we're confident that the ongoing uranium bull market has significant room for further appreciation in the coming years.
In 2024, uranium stocks (along with the uranium price) unexpectedly experienced a long, downward consolidation, despite the growing momentum behind nuclear power and uranium's irreplaceable role in this sector. We firmly believe that 2025 will see both uranium prices and related stocks surge to align with market fundamentals.
Our in-depth Uranium Insider monthly newsletter analysis reveals why uranium's growth, now at $70/lb., is just beginning.
You see, we have not yet seen a single year of replacement rate contracting activity during this current cycle. This contracting “event” that we are expecting is not theoretical – it is inevitable. Only excess inventories can allow for below replacement rate contracting. Utility and commercial inventories are historically low, and we believe the utilities’ necessary purchasing will drive the incredibly thin uranium market to prices never seen before.
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