In the “Energy Addition” Economy, few sectors are evolving as rapidly as nuclear power and uranium. Global demand for reliable, low-carbon energy is accelerating, driven by electrification across AI, transportation, industry, and infrastructure. Against this backdrop, nuclear energy and uranium markets are seeing renewed momentum, reshaping both sustainability conversations and investment strategies.
Hear Jeff Gitterman’s thoughts on rising nuclear energy and uranium demand (8 mins) in his most recent interview from the NYSE below.
And related to this, we will be joined this Thursday at our Q1 Market Outlook Webinar by Steven Schoffstall, Managing Partner and Head of ETFs at Sprott Asset Management, to discuss how structural changes in the global energy system are creating new risks and opportunities for portfolios.
The latest IEA World Energy Outlook makes one thing clear: there is no single energy pathway forward. Rising electricity demand, grid limitations, and resource constraints are driving an unprecedented wave of investment across generation, infrastructure, and critical materials—alongside a renewed role for nuclear power as countries prioritize reliability and energy security.
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