Hey folks,
You probably know Germany hasn’t exactly been a fan of nuclear energy in recent years.
After the Fukushima disaster, they shut their reactors down and leaned hard on alternatives like natural gas — a lot of it from Russia. But guess what?
That dependence on Russian energy became a real problem after the invasion of Ukraine — and it pushed Germany (and much of Europe) to rethink how vulnerable their energy strategy really was.
So things in Germany are changing. Fast.
Now they’re partnering with France — a longtime nuclear supporter — and planning to restart their nuclear energy program. That’s a big pivot… and a big signal.
Because here’s the thing: nuclear energy isn’t just “back” — it’s been quietly gaining traction for a while now.
As I spoke about a month ago, the U.S. military is already deploying small modular nuclear reactors to power bases.
And energy experts have been pointing out for a while now that AI data centers, EV charging networks, and industrial reshoring efforts are all going to need stable, around-the-clock power — the kind nuclear provides best.
Demand for uranium has been steadily climbing as more countries embrace it as a clean, stable baseload power source.
But this Germany news throws gas on the fire.
Uranium prices have already had a major run. But if Europe’s largest economy suddenly re-commits to nuclear power — and starts buying up supply again — it tightens the market even more.
And this isn’t happening in a vacuum.
We’ve got global energy pressures, geopolitical instability, and a whole lot of countries trying to figure out how to hit clean energy targets without blowing up their power grids.
Nuclear checks a lot of boxes, and the uranium sector’s already a small pond.
When big players start jumping back in, the ripples turn into waves… fast!
I’ll be watching closely to see how this unfolds — and how it feeds into some of the uranium-related names I track.
I just covered this and more in my free bi-weekly Market Radar session.
Watch the full episode here…
Stay sharp,
—Geof
P.S. Gold is on the rebound. And the U.S. credit downgrade will only send it soaring higher! Discover my best way to play it!
