Don’t expect wind and solar energy stocks to perform well this year. Even with demand likely to bounce back, both industries face massive overcapacity and falling profit margins.
Uranium Stocks
Uranium stocks are benefiting from a seemingly unstoppable growth in global energy demand for cleaner, more reliable sources. According to various studies, nuclear is cheaper than both gas- and coal-fired power in most countries. Nuclear power also produces no emissions of greenhouse gases or any other pollutant. These factors make investing in nuclear energy and uranium stocks a profitable proposition for many investors.
The most direct way to play an expansion of nuclear power is to buy the companies that supply the key nuclear fuel—uranium. Although supply is limited, demand for uranium will pick up steam as new reactors come on line during the coming years.
Check out our extensive archive of uranium-related news and stock ideas that will help you take advantage of ongoing trends in investing in uranium stocks. For a more complete picture of the uranium market—and to get our number one uranium stock pick—check out Elliott Gue’s authoritative FREE research report, on the Best Uranium Investment Opportunity to Buy Now.
To meet the military’s increasing demand for electricity, the Dept of Defense has intensified its search for permanent, on-site generation. Nuclear power is one option.
The Copenhagen Accord disappointed many and served as a rallying cry for opponents, but investors need to read between the lines to pick the likely long-term winners.
The Copenhagen Accord disappointed many and served as a rallying cry for opponents, but investors need to read between the lines to pick the likely long-term winners.
Nuclear power generation will play a vital role in meeting rising global demand. That nuclear power is a carbon-free source is only one factor in its rising profile; the operating economics are also highly competitive. Total global generation from nuclear sources is projected to grow close to 40 percent by 2030, with developing world countries such as China and India driving much of that growth.
Nuclear power fits in well with this mix of power generation technologies and helps to address the three key goals of meeting power demand, enhancing energy supply security and minimizing environmental impacts.
Booming electricity demand and more stringent environmental regulations are powering growth for nuclear power and alternative energy. Here’s how to profit.
I recommend a small number of stocks involved in the uranium industry as part of what I call a field bet. The concept is simple: The uranium mining business is highly risky and full of company-specific pitfalls.
We’ve covered the nuclear industry in the past in The Energy Strategist and made some gains in nuclear-oriented stocks back during the big bull market in the group in 2006 and 2007. Fortunately, we recommended taking some profits ahead of the massive decline in the group in late 2007. The sector is depressed, and some old TES favorites are back on the bargain rack, even as uranium prices tick higher again. It’s high time we revisit the theme.
Nuclear power is making a comeback. That spells rising demand for the key nuclear fuel, uranium.
