21st February 2023 - Nuclear Energy

The energy market disruption caused by the invasion of Ukraine has caused many countries to rethink their energy strategy. The drive towards net zero provides an obvious preference for low carbon generation, but the need for consistent baseload power means that renewables cannot be the only answer. This need, combined with advancing technology is driving a return to nuclear energy. Georges Lequime and Graeme Bencke will discuss the changes taking place and the outlook for the key associated commodity, Uranium.