Claims

Three trillion dollars per year is the rough amount of capital that needs to be invested in the energy transition, with most of that capital needing to flow to developing countries rather than developed ones, raising equity and financing questions.

Mobile inventory—uranium pounds held in unaccounted, non-transparent pockets throughout the market—created uncertainty about true supply levels and acted as a suspected overhang, preventing price recovery even after initial supply constraints emerged.

Global nuclear energy adoption is accelerating, with a landmark meeting during Climate Week where 14 of the world's largest banks agreed to treat nuclear with the same favorable financing and sustainability profile as wind and solar, representing a fundamental sea change in nuclear finance.