Uranium as a Source of Energy

Dear Ladies and Gentlemen

This week’s Incrementum advisory board meeting, hosted by my partner Ronni Stöferle, was all about uranium as a source of energy, undoubtedly a controversial topic for many people. Incrementum’s Chairman, Dr Christian Schärer, held a presentation on the subject.

Key Argument

The investment case for uranium as a source of energy is based on compelling arguments, of which I would like to share the most important with you. For those interested in the other arguments and the presentation by Christian, please feel free to click on the link below to have full access to the video of the advisory board meeting, including the presentation on uranium as a source of energy.

A Question of Supply and Demand

It probably will not come as a surprise to you, but supply and demand make up the most powerful argument for an investment case in uranium as a source of energy. Besides that, nuclear power plants do not produce CO2.

Supply Side

Ever since 2016, the supply side has seen a cut in production of roughly 25% due to low uranium prices.

Demand Side

The shock after the Fukushima nuclear power plant catastrophe has led to shrinking demand for many years, and only recently the demand side became increasing, however with relatively high visibility and still for many years to come. Why would I say this? Because currently, 443 reactors are being operated globally. Fifty-five reactors are currently under construction. Another 100 reactors are in the planning phase, and some 325 reactors are in a «proposal phase».

Link

Ladies and Gentlemen, please feel free to get an in-depth picture of a market few people really know something about from an expert within the Incrementum team. Christian is researching uranium for well over ten years, and he is happy to answer your questions.

Please enjoy the show:
https://www.youtube.com/watch?v=z1s0l0J-ewc

Ladies and Gentlemen, please let me know your thoughts.

… but please do not forget (instead of hitting the reply button) to send your messages to smk@incrementum.li

Many thanks, indeed!

I wish you an excellent start to the day, a wonderful weekend, and above all, good health!

Yours truly,

Stefan M. Kremeth