Growth Prospects for Nuclear Power

Energy demand is rising. According to EU guidelines, nuclear energy is considered “an important component of decarbonization, industrial competitiveness, and strategies for energy security.” Nuclear power will remain a key pillar of electricity generation for the foreseeable future. This is particularly true for regions with limited domestic reserves of fossil fuels. It is rather unlikely that countries will decide to phase out nuclear power following Germany’s example. On the contrary, the number of nuclear power plants is increasing.

A phase-out of nuclear energy runs counter to rising energy demand. Belgium, for example, has revised its original plans to phase out nuclear power. The country is now considering extending the operating life of existing plants and building new ones. The increasing electrification of society requires clean and reliably available electricity. And investment in electric vehicles and data centers continues to grow. As a result, new uranium-related capacity totaling more than 70 GW is currently under construction, most of it in China.

Incidentally, in Spain—the new soccer world champion—about 56 percent of electricity comes from renewable energy sources, about 19 percent is supplied by nuclear power plants, and the rest comes from gas-fired power generation. Following last year’s nationwide power outage , discussions are now underway about the future of electricity. This is where the uranium market comes into play, although the supply base is concentrated among a few players. Supply chains are long and complex and can lead to supply disruptions and price increases in the event of supply shortages. In any case, uranium demand is also likely to rise due to the increasing number of reactors.

IsoEnergy – https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ – is considered a uranium producer that could begin production in the near future and owns high-grade uranium properties in Saskatchewan. Additional uranium projects are located in the major uranium mining regions of Australia, Canada, and the U.S. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-quality and also stands out for its shallow mineralization and excellent infrastructure. The latest drill results once again confirm the presence of high-grade uranium mineralization. With the acquisition of Toro, the company’s uranium platform has expanded.

Uranium Royalty – https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ – is the only royalty company in the uranium industry. Uranium Royalty focuses on strategic investments in uranium interests—including royalties, streaming rights, debt and equity in uranium companies, and physical uranium transactions. These include royalties from world-class mines, such as McArthur River and Cigar Lake. The company will acquire Sweetwater Royalties under the umbrella of a newly established parent company to be named New URC. This will significantly expand and diversify Uranium Royalty’s portfolio.

Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/de/unternehmen/iso-energy-ltd/ -).

You can also find further information in our new Uranium Metal Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.

Sources: Uranium Royalty, IsoEnergy,

https://www.tagesschau.de/ausland/europa/belgien-atomkraft-entscheidung-100.html;

https://www.research.unicredit.eu/DocsKey/fxfistrategy_docs_2026_188663.ashx?EXT=pdf&KEY=KZGTuQCn4lsvclJnUgseVC3FbuQ10KutlSIAy8S2Akr7BMzGkXsHFQ==&T=1;

https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.

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