AI data centers need constant power, pushing countries like the US, Japan, India, and China to build nuclear plants. Uranium prices sit around $80-90 per ounce but could hit $135, while supply struggles to keep up with 10-year project timelines. Ganesh Komma breaks down uranium ETFs and mining stocks as ways to bet on the shortage.
The AI power gap the AI revolution demands massive stable 24. 7 electricity largely supplied by the nuclear energy. This is reigniting global demand for uranium, which is the fuel behind nuclear power. Uranium price outlook if we see the current price is somewhere around 80 to $90, expected target could be around $135 and the potential upside we can look at around 60 to 70%. Supply is extremely tight and slow to expand, creating a favorable setup for a major rally. 20 Global Nuclear Renaissance Countries are racing to expand nuclear capacity. US added uranium to its critical minerals list. $80 billion has been allocated for new reactors. Japan $70 billion plan to restart and modernize nuclear plants. India and China heavy focus on nuclear in energy transition plants. Why uranium and why now? A data centers cloud infrastructure and technology growth require baseload power. Only nuclear can deliver this at Uranium mining is geographically concentrated and tightly regulated limiting rapid supply response Long project lead times. It actually means shortages can persist for many years. And the ways to gain exposure in global uranium is into global uranium ETFs like your URA Sprott Uranium Miners ETF uranium mining related stock which are listed internationally. These are the nuclear energy focused funds. Unfortunately in India we don't have any specific uranium ETFs. If you are exploring, you should expl into international ETFs. If you want to learn more about commodities, more about metals, more about minerals, follow us to learn more.
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