Elaia Weekly View
🌿 Elaia Weekly View – Week 7 / 2026
Uranium & Nuclear: The Silent Backbone of the Electrification Boom
As the world races toward electrification—AI, data centers, grids, and re-industrialization—one energy source stands apart: nuclear. Reliable, carbon-free, and immune to economic cycles, nuclear power is quietly reclaiming a central role in the global energy mix.
Behind it lies a highly constrained uranium market, where supply is structurally tight, demand is inelastic, and long-term contracts dominate. With reactor restarts, massive new builds in China, and a strategic reshoring of nuclear fuel chains in the US and Europe, the imbalance is becoming increasingly visible.
Uranium is no longer a niche trade. It sits at the crossroads of energy security, electrification, and geopolitics—and could be one of the most asymmetric opportunities of the decade.
Read our full weekly to understand why uranium and nuclear equities are moving from the margins to the core of the investment landscape.