Special Edition Uranium (Part I): The French | Australian Markets

Given the deep sell-off in uranium stocks, I assumed we’d do a particular three-part sequence exploring the potential alternative on this market.

Is this the time for value-focused buyers to take up a place, or is uranium set to capitulate into a long-term bear market, like lithium?

We’ll begin our exploration by digging into energy-starved Europe, a area begging for a nuclear resolution. And the place the seed for a lot greater uranium demand might emerge.

You see, the European Union has been shaken. Geopolitically and economically.

Tensions with main fuel exporter Russia have stirred the area’s long-term power security.

Higher power costs and falling productiveness have wounded the once-mighty German manufacturing machine.

With the EU’s ageing demographic, the area is poorly outfitted to deal with issues like power shortage, sticky inflation, and declining productiveness.

But including to its woes, the area’s strongest ally—the US — is getting ready to impose additional tariffs whereas maybe abandoning its dedication to NATO.

Yet, there’s an financial island of kinds… Within the center of the European Union. An power oasis that gives the playbook to stop Europe’s future financial rot.

This well-known nation has spent many years getting ready for this event by building a self-sufficient ENERGY FORTRESS.

Remarkably, only a few international locations have taken discover or given this nation the credit it deserves… So, what’s the nation I’m speaking about?

‘Vive la France!’

The French have (principally) sidestepped Europe’s financial ache, largely due to their ‘energy moat.’

In truth, few realise that France is now an energy-independent nation.

Unlike most international locations within the West, France has positioned power on the coronary heart of its long-term planning.

And with its ENERGY FORTRESS established, France is now an exporter of electrical energy!

Making billions promoting extra capability to its energy-starved neighbours all throughout Europe.

So, how does one of the world’s largest economies, which has barely any natural assets like oil, coal, or fuel, generate more electrical energy than it wants?

The nation’s patriarchal hero, Charles de Gaulle, planted the seed long in the past. He laid the groundwork for France’s future power security.

De Gaulle was a statesman who led the Free French forces in opposition to Nazi Germany in World War II. He later rewrote the structure of France and went on to grow to be the nation’s President.

De Gaulle was a patriotic Frenchman who lived by the phrases: ‘Vive la France!’

Long reside France.

No doubt, he’s experiences in opposition to Nazi Germany, which rampaged effortlessly by way of the nation’s ill-prepared armed forces, led to that trigger. A trigger that will form France into changing into a self-sufficient power powerhouse.

Nuclear: How France Made It Work

De Gaulle strongly advocated for nuclear… In all of its varieties.

From the lethal… with the development of nuclear weapons to construct the nation’s defence functionality.

And nuclear energy, which De Gaulle appropriately predicted would fuel the nation’s financial benefit.

Yet France was totally different from different ‘nuclear adopters.’

Unlike the US, Japan, or Germany, the French held an unwavering dedication to this important power source. Since putting in its first reactor in 1964, the nation hasn’t appeared back!

Today, France generates nearly 80% of its electrical wants from nuclear energy, the very best share of any nation within the world.

France gives a playbook for the efficient deployment of nuclear power and how it may strengthen resource-poor economies, even in an age of commodity shortage.

While most nuclear critics draw on examples from Germany, Japan, and the US, pointing at their deserted nuclear ambitions… Few have recognised the successful components laid out by the French.

So, how is ‘nuclear France’ performing relative to its energy-starved friends?

One metric we are able to use is overseas direct investment, or “FDI,” the overall investment flowing into a nation.

In 2024, the UN Trade and Development department discovered that FDI fell a staggering 45% throughout Europe and as a lot as 60% in energy-hit Germany!

On all accounts, France fared a lot better in Europe’s financial meltdown… recording a modest elevate in FDI of 1.9%.

According to official data, France additionally ranks the very best amongst all European nations in phrases of its ‘investment attractiveness’—a title it has held for 5 consecutive years.

It’s additionally probably the most fascinating nation for industrial investment in Europe. No surprise!

But hardly anybody appears to be linking its success to the nation’s reliance on nuclear energy.

Stay tuned for ‘Part II’ as we unpack particular alternatives within the uranium market.

Until subsequent time.

Regards,

James Cooper,
Editor, Mining: Phase One and Diggers and Drillers

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