A wrapup of 2005 which examines the performance of The Energy Strategist’s key investment themes as well as some of the individual recommendations.

Oil and natural gas hog the limelight when it comes to the energy markets, for good reason: oil remains the world’s primary transportation fuel and gas is the fastest-growing fuel for power plants. But nuclear energy is gaining ground as it is recognized as a cheap environmentally friendly alternative. This is turn increases the world’s demand for uranium.

With rising natural gas prices and the pollution generated by burning coal, nuclear energy is a cheap and environmentally friendly way of producing energy. With much of Europe already dependent on nuclear energy and fast-growing nations like China and India planning to make nuclear power a centerpiece of their respective national electricity policies, there will be increased demand for uranium. With this demand comes the excellent profit potential in the form of uranium mining companies.