Starting to build assets needed to power global economy, says Cohen and Steers' Rosenlicht

Nuclear Energy Industry - The current status of nuclear power plants in the United States is that there are no new plants being built, which presents a unique opportunity for companies like Cameco, a uranium producer [2][5] - The demand for energy is expected to increase, and nuclear energy is seen as a clean and reliable source that can operate continuously, making it an attractive option for energy production [3][4] - The regulatory environment is shifting from a "not in my backyard" (NIMBY) mentality to a more favorable stance towards building nuclear facilities, indicating a potential resurgence in nuclear energy development [3][4] Uranium Market - The uranium market is anticipated to grow significantly, with demand increasing while the ability to mine new uranium is becoming more challenging, creating a favorable environment for existing producers like Cameco [6] - Cameco also owns Westinghouse, a major nuclear builder, which positions the company well within the nuclear supply chain [6][7] Copper Industry - The copper market is experiencing robust demand, and companies like Teck Resources are undergoing corporate restructuring to focus on copper, which is expected to see price increases to incentivize new supply [8][9] - The ongoing M&A activity in the copper sector is expected to create operational synergies and enhance revenue potential for companies involved [9] Antimony and Gold Mining - The company Perpetual is attempting to restart a gold mine that also contains antimony, a critical resource, highlighting the challenges and complexities of reviving closed mines [10][11] - The U.S. government is actively investing in the resource economy, which may facilitate the mining of critical resources like antimony and help restart supply chains [11][12]