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SPROTT JUNIOR URANIUM MINERS ETF Newsroom
Trump's U.S. Treasury Pick Scott Bessent Says Clean Energy Spending Is 'Wildly Out Of Control' On The Upside
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
AI exacerbates supply and demand tightness, and Uranium prices hit a record high.
Recently, the price of Uranium reactor fuel has soared to a historic high.
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Major companies are clustering to develop "micro reactors", is the spring of the nuclear energy Industry coming?
The goal of micro-reactors is to replace diesel and Henry Hub Natural Gas generators, which are widely used in Datacenters, remote Communities, and offshore Oil & Gas platforms. The output power of micro-reactors is typically around 20 megawatts, sufficient to power approximately 20,000 households.
USA nuclear energy companies are competing to develop micro-reactors that are small enough to fit into shipping containers.
① Westinghouse is developing heat pipe cooling eVinci micro-reactors to provide Energy for remote areas, mining operations, Datacenters, etc., as a replacement for diesel Generators; ② The micro-reactor market is still emerging but faces challenges regarding safe construction, Transportation, and running, and the International Atomic Energy Institutions may release brand new safety standards.
Altman "launching a Satellite": will demonstrate nuclear fusion breakthrough "soon".
Altman predicts that his invested company Helion will soon demonstrate net energy gain nuclear fusion. Net energy gain nuclear fusion is regarded as an important milestone in achieving controllable nuclear fusion power generation. Despite breakthroughs in the scientific community, the Industry generally believes that the goal of generating Energy through fusion is still far away.
AI consumes more electricity? Current forecasts are too conservative! The US Energy Department predicts that the electrical utilities demand from datacenters will grow approximately 2-3 times by 2028.
Considering the growing demand for AI Servers, the US Energy Department predicts that from 2023 to 2028, the Electrical Utilities demand of Datacenters in the United States is expected to grow by 13-27% each year, higher than the 15% forecasted by many Institutions.
AI will continue to "promote" in 2025, and these Nuclear Power stocks are favored by Wall Street.
① At the beginning of the New Year, Nuclear Power stocks surged rapidly driven by new Trade activities, and Wall Street Analysts expect promising future growth propelled by the AI boom. ② UBS Group Analysts predict that Nuclear Power stocks such as Constellation Energy, Vistra, and Talen Energy will see an average increase of 29% by 2025 due to surging AI-related Electrical Utilities demand.
Weekend reading | The four major companies in the USA are taking action on Nuclear Power: Microsoft restarts Three Mile Island, Google partners with nuclear newcomers, Amazon will invest 0.5 billion dollars, and Meta has issued a call for Nuclear Power pr
In 2024, among the five major Technology giants in the USA, Microsoft, Google, Amazon, and Meta are frequently active in the field of Nuclear Power layout.
Nio, Unity Software And Other Big Stocks Moving Higher On Thursday
Express News | The US stock Nuclear Power stock CEG surged nearly 6%, receiving a 1 billion dollar Energy agreement from the USA.
Technology giants are competing to deploy! By 2025, Nuclear Power stocks are expected to break through and may become the next battleground for AI.
The horn of the AI era has sounded, and technology giants are laying out their strategies, while the trend of 'cross-border' is becoming increasingly strong.
Even opponents can be a boost! Trump may still ultimately be Bullish for clean Energy?
① For a long time, Trump has had a contentious relationship with the NENGYUANHANGYE in the USA; ② however, some industry insiders indicate that Trump's ascendance may not only bring Bearish impacts for the clean energy sector...
Looking Into Uranium Energy's Recent Short Interest
Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
Options Corner: Play Both Sides Of Uranium Energy With A Long Straddle
AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.
① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.
Top Picks for 2025 in Healthcare, Consumer, Tech, Industrials, Energy and More
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.