铀入门：为核电复兴供能-Uranium 101_ Fuelling the Nuclear Renaissance

ab 24 November 2025 Uranium is the commodity fuelling the nuclear renaissance. As a high energy-density, high baseload & low emission fuel source, uranium and nuclear energy have re-emerged at the nexus of growing electrification demand vs decarbonisation; with strong policy impetus and significant anticipated growth in nuclear power generation, we see a paradigm shift in the structural demand outlook for uranium that would drive a meaningful price upcycle. [More on uranium & the nuclear fuel cycle] Muted c ...