Energy is the basis of progress

A little math recently on display at Sprott Asset Management sums it up: "Nuclear power helps the U.S. avoid 470 million tons of carbon in the atmosphere each year, the equivalent of an additional 100 million cars on the road." Yet nuclear power plants in the U.S. account for just 20 percent of the country’s electricity needs. However, if you look at the percentage of electricity that is produced CO2-free, it is already 50 percent that comes from nuclear reactors. Nuclear power is part of the energy mix in the industrialized countries, including in Euroland, where a new discussion has flared up at the political level about nuclear power. And especially the emerging countries like China and India will include more and more nuclear power plants in their energy production.

This means that nuclear power will retain a place in electricity production for a long time to come. As long as there are no new practicable technologies, uranium will remain important as a basic raw material and energy source. This means that companies with promising uranium deposits will continue to have good opportunities.

Consolidated Uranium – https://www.youtube.com/watch?v=_0q2eIuYKI4 – belongs to this group. The company owns uranium projects in Canada, Argentina, the USA and Australia.

In order to get the electricity onto the road for CO2-neutral driving, there is also a need for ever better technologies in the field of batteries (accumulators) and fuel cells, in which hydrogen can be converted into electricity. In both of these areas, lithium and platinum are important raw materials that are needed. If one goes in search of their producers, one finds a somewhat surprising stock.

The major gold producer from South Africa, Sibanye-Stillwater – https://www.youtube.com/watch?v=vPSoSxCHueY -, is also one of the largest producers of PGMs. Recently, management has also been very forward-looking in adding a stake in the lithium sector. Copper and nickel are also in the spotlight. Battery metals should therefore become another strong pillar.

Current corporate information and press releases from Sibanye-Stillwater (- https://www.resource-capital.ch/en/companies/sibanye-stillwater-ltd/ -).

In accordance with §34 WpHG I would like to point out that partners, authors and employees may hold shares in the respective companies addressed and thus a possible conflict of interest exists. No guarantee for the translation into English. Only the German version of this news is valid.

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