Powering Tomorrow, Today: Australia’s Role in the Global Uranium Revival

The world is undergoing a quiet energy revolution, one that’s bringing uranium back into focus as a cornerstone of the clean-energy transition. After a decade of underinvestment, supply is tightening just as governments pursue energy independence and net-zero targets. Nuclear power is being re-embraced for its reliability and zero-emission profile, driving renewed demand for uranium and a surge in prices not seen since the early 2000s.

Australia holds nearly a third of the world’s known uranium resources, yet contributes only a fraction of global output, a contrast shaped by policy, politics, and perception. As new projects restart across Tier-1 jurisdictions like Australia and Canada, investor attention is returning to the sector’s long-term potential.

This Cashu Research Primer on Uranium in Australia breaks down the macro thematics, policy landscape, and ASX companies positioned to benefit from the uranium cycle, from established producers like Boss and Paladin to emerging explorers and developers driving the next phase of growth.

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