Electricity demand is rising – nuclear power is necessary

Temperatures and incomes are rising, and with them the amount of electricity consumed by air conditioning systems, for example in emerging and developing countries. Emerging economies such as those in Latin America, Africa, and Southeast Asia are driving the dynamics of the energy market. Data centers and artificial intelligence are accounting for ever-increasing amounts of electricity consumption. Industrialized countries are particularly affected by this. An estimated 85 percent of new data centers will be built in China, the U.S., and the European Union. And it is precisely in these regions that power grids are already frequently overloaded.

According to a McKinsey study, the electricity demand of data centers will rise from around 600 TWh in 2025 to approximately 1,600 TWh by 2030. They say “data is the new oil,” and this trend is advancing inexorably. Nuclear energy is on the rise, as evidenced by investments in new concepts such as small modular reactors and in traditional large-scale power plants. Support is coming from technology companies. After global nuclear power plant capacity stagnated for more than 20 years, forecasts now predict it will increase by at least one-third by 2035.

For an economy to function successfully, sufficient energy must be available at the lowest possible cost. Renewable energies alone are not enough, and they do not guarantee stability. In the necessary energy mix, nuclear power is the stable constant. The closure of the Strait of Hormuz has shown how quickly the global energy supply can be disrupted. It could therefore be worthwhile to invest in uranium companies.

Uranium Energy – https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ – owns diversified uranium reserves as well as ISR uranium projects in the U.S., with additional projects in Canada. Uranium mining, processing, refining, and conversion are part of its business. The company is debt-free. With the start of production at the Burke Hollow property, the company now operates two of its three ISR production platforms in the U.S.

IsoEnergy – https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ – is considered a uranium producer that could go into production soon and holds high-grade uranium properties in Saskatchewan. Additional uranium projects are located in Australia, Argentina, and the U.S. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-grade and also boasts shallow mineralization and excellent infrastructure. According to a survey by the Fraser Institute, several areas in IsoEnergy’s portfolio rank among the world’s leading regions.

Current company information and press releases from Uranium Energy (- https://www.resource-capital.ch/en/companies/uranium-energy-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/en/companies/iso-energy-ltd/ -).

Further information is also available in our new Uranium Report at the following link: https://www.resource-capital.ch/en/reports/view/uranium-report-2025-04/

Sources: IsoEnergy, Uranium Energy,

https://de.euronews.com/my-europe/2026/04/30/die-ruckkehr-der-atomkraft-wie-die-krise-europas-energiemix-verandert;

https://www.mckinsey.de/news/presse/2026-02-24-strommarktreport;

https://www.resource-capital.ch/en/reports/view/uranium-report-2025-04/

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