August 8, 2011

Catalysts, Not Uranium Prices, Grow Stocks

Geordie Mark, The Energy Report


The Energy Report: Investors have focused on how the Japanese earthquake and the tsunami that shut down the nuclear plant in Fukushima might influence the demand for nuclear fuel going forward. Clearly, this has been the elephant in the room. But, I wonder about the other shoe that dropped on May 30 when Germany formally announced plans to abandon nuclear energy completely within 11 years. That includes the immediate closure of seven plants. Switzerland and Italy may follow suit. Will this have a watershed effect on any other major economic powers?

Geordie Mark: Changing political sentiment toward nuclear power in advanced economies like Germany, Switzerland and Italy will have a tangible effect...

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TAGGED: energy investment, nuclear energy, energy economy, uranium, The Energy Report


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