Global Nuclear Value Chain @NuclearFuture: "⚛️ Nuclear Back in Focus..."

Smart Portfolio

⚛️ Nuclear Back in Focus as Energy Security Concerns Rise in Asia ❓ How is the Iran war reshaping global energy strategies? The ongoing energy disruption from the Iran conflict is accelerating a shift in how countries think about long-term energy security — particularly in Asia. 👉 Countries across Asia are facing fuel shortages, rationing, and supply disruptions, driven by heavy reliance on oil and LNG imports from the Middle East. 👉 In response, Japan and South Korea are accelerating discussions around expanding nuclear power, with nuclear increasingly seen as a stable, domestic energy source. 👉 Japan is moving forward with plans to reopen and build new nuclear plants, placing nuclear energy back at the center of its policy agenda. 👉 South Korea is already expanding its civilian nuclear capacity and has recently secured the ability to enrich uranium up to 20% for energy use, marking a shift in its nuclear capabilities. 👉 The developments come as governments reassess energy resilience following what is now the third major global energy shock of the decade. ✨ These shifts highlight the growing role of nuclear energy in national energy strategies — a key theme behind the @NuclearFuture Smart Portfolio. 🔗 Read more: www.cfr.org/articles/why-u-s-allies-in-asia-are-chasing-nuclear-energy-and-eyeing-nuclear-weapons Some of the companies invested in @NuclearFuture are $RR.L (Rolls-Royce), $CEG (Constellation Energy Corp), $CCJ (Cameco Corp), $PNW (Pinnacle West Capital Corporation), $PSN.US (Parsons Corporation), $VST (Vistra Corp), $NEE (NextEra Energy Inc), and $UUUU (Energy Fuels Inc) . Your capital is at risk. Past performance is not an indication of future results.

Not investment advice. The author may have financial interests in the mentioned instruments.