According to estimates by the International Energy Agency, global electricity demand will grow by 3.3 percent this year and 3.7 percent next year. Between 2015 and 2023, the average growth in electricity demand was still 2.6 percent globally. This is caused by industry, air conditioning systems, electric vehicles, and data centers, to name just a few examples. Incidentally, the production of air conditioning units in Germany rose by a good 75 percent in the five years to 2024. According to the Federal Statistical Office, imports in 2024 were almost 50 percent higher than in 2019. Climate change is making itself felt in the form of higher temperatures. The additional electricity demand will be met by natural gas and renewable energies, as well as nuclear energy. Electricity demand will rise particularly sharply in China and India, and also in the US, where this is due, among other things, to the increasing number of data centers.

Renewable energies will increase, but so will energy generation from nuclear power plants. Due to many new nuclear power plants, new record highs in nuclear energy generation are expected. Efforts are being made worldwide to decarbonize energy supplies and ensure energy security. Interest in small modular reactors (SMRs) is also growing. This will increase global reactor demand for uranium. Estimates range from around 130,000 tons of uranium by 2040 to perhaps as much as 180,000 tons. In 2023, the uranium demand of nuclear power plants was still around 66,000 tons of uranium. Investors should therefore take a look at Uranium Royalty and IsoEnergy.

Uranium Royalty – https://www.commodity-tv.com/play/uranium-update-with-isoenergy-uranium-energy-oklo-and-uranium-royalty/ – is the only royalty company on the uranium market. This offers investors diversification.

IsoEnergy – https://www.commodity-tv.com/play/uranium-update-with-isoenergy-uranium-energy-oklo-and-uranium-royalty/ – has high-grade uranium properties in Saskatchewan. Further uranium projects are located in Australia, Argentina, and the US.

Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/de/unternehmen/iso-energy-ltd/ -).

Sources: International Energy Agency, https://www.iea.org/news/global-electricity-demand-to-keep-growing-robustly-through-2026-despite-economic-headwinds; https://www.tagesspiegel.de/wirtschaft/innerhalb-von-vier-jahren-klimaanlagen-produktion-in-deutschland-steigt-um-751-prozent-14164472.html; https://world-nuclear.org/our-association/publications/global-trends-reports/nuclear-fuel-report

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