Uranium Boom 2.0? The New Uranium Report 2026

Swiss Resource Capital AG has released a new Uranium Report. The global uranium and nuclear energy industry is undergoing a fundamental shift toward a new uranium boom, much like in the 2000s. Rising electricity demand from data centers and AI, geopolitical tensions, energy security and climate goals are putting nuclear power back in focus: new plants are being planned, existing ones run longer, and shut-down reactors prepared for restart. At the same time, high capital costs and long permitting times are holding back new mine production, so supply is unlikely to keep pace with demand. The report presents promising uranium stocks, mainly developers with upside potential and takeover appeal, and includes interviews with fund manager Dr. Christian Schärer and U.S. uranium legend Scott Melbye. It is available free of charge at rohstoff-reports.com, where the new precious metals report is also available.