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...
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.
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.
Energy Fuels Inc.'s (TSE:EFR) 7.4% Loss Last Week Hit Both Individual Investors Who Own 50% as Well as Institutions
Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.
① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.
AI is driving up the demand for Electrical Utilities! According to Morgan Stanley, the market has underestimated niche areas such as Fuel Cell Energy and Bitcoin mining sites.
Morgan Stanley believes that the reutilization of Fuel Cell Energy and Bitcoin mining sites will provide new Energy solutions for Datacenters. Technologies for Electrical Utilities transmission and grid enhancement are crucial for the efficient and safe electricity use of Datacenters, and it is recommended to pay attention to power generation facilities such as Nuclear Power located near Datacenters. Legislative proposals in Texas may promote the construction of Henry Hub Natural Gas power plants, and the new Trump administration will take measures to support the growth of AI infrastructure.
H.C. Wainwright Maintains Energy Fuels(UUUU.US) With Buy Rating, Maintains Target Price $11
Energy Fuels Price Target Maintained With a $11.00/Share by HC Wainwright & Co.
HC Wainwright & Co. Reiterates Buy on Energy Fuels, Maintains $11 Price Target
Strategic Developments and De-risking Efforts Elevate Energy Fuels Inc. to a Buy Rating
Energy Fuels Analyst Ratings
Global governments and technology giants are accelerating their plans, with Uranium mining and nuclear energy gaining momentum.
With the accelerated planning of Global Technology giants and governments, the long-term prospects of the nuclear energy Industry remain optimistic.
Iran Has Stated That "Henceforth" It Intends To Feed Uranium Enriched Up To 20% Rather Than The Current 5% Into The Two Interconnected IR-6 Centrifuge Cascades At Fordow, Enriching To Up To 60% Purity
Energy Fuels Brief: Energy Fuels and Madagascar Govt Executing Memorandum of Understanding to Further Advance Toliara Critical Mineral Project in Madagascar
Energy Fuels and Madagascar Government Execute Memorandum of Understanding to Further Advance Toliara Critical Mineral Project in Madagascar
UUUU Stock Shoots Up 7% as Madagascar Project Back On: Time to Buy?
Energy Fuels Inc. (UUUU): A Bull Case Theory
CCORF Maintains Energy Fuels(UUUU.US) With Buy Rating, Cuts Target Price to $8.56
Energy Fuels Up 5.5% As Madagascar Government Lifts Suspension on Its' Toliara Critical Minerals Project
Energy Fuels' Madagascar Project Suspension Lifted