Investment Themes

Uranium, the low-carbon energy business

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Investment Themes

For several years now, the terms "sustainable development" or "green energy" have gained popularity. Many companies in the energy sector (in the broadest sense) are working to produce electricity or fuels in a sustainable way to preserve our natural resources.

Today, the protection of our formidable ecosystem is a major issue that must be taken seriously. "Greenwashing" is a term often used to denounce the actions of large polluting companies that seek to improve their image through green investments. In this list, we have gathered the main actors of the nuclear industry. Nuclear electricity is produced by a process of fission of uranium atomic nuclei. As with thermal power plants (e.g. coal), the heat released by this fission heats up various water circuits and allows the water to change into its gaseous state. The steam produced then turns an alternator and generates electricity. Not all of the uranium on our planet can be mined. Once again, only 10 countries share 90% of the uranium reserves that can be used in power plants. Australia, Kazakhstan and Russia occupy the podium. Note that nuclear energy is not a renewable energy, but it is neutral in terms of emissions. The uranium used is depleted but remains radioactive and dangerous for all forms of life. The management of this waste must be rigorous and research on exploitation technologies continues despite the progress made in weaponry. It is this dangerous character that hinders the involvement of certain countries in this field, Chernobyl and Fukushima are there to remind us. Today, nuclear power represents about 10% of the electricity produced in the world. The list is regularly updated and identifies companies whose activities may include exploration, ore extraction, trading, enrichment, fuel fabrication, plant construction, maintenance, operation and dismantling, as well as radioactive waste management.

Our selection

Industrials
Other Aerospace & Defense
164B +27.74%
Utilities
Other Electric Utilities
239B +39.79%
Industrials
Other Construction & Engineering
91.92B +43.91%
Industrials
Other Construction & Engineering
7.52B +41.51%
Industrials
Industrial Machinery
18.12B -5.61%
Consumer Non-Cyclical
Consumer Goods Conglomerates
155B +8.83%
Consumer Non-Cyclical
Consumer Goods Conglomerates
80.95B -3.02%
Industrials
Diversified Industrial Goods Wholesale
45.51B +55.74%
Industrials
Other Aircraft Parts Manufacturing
21.35B +2.44%
Industrials
Other Aerospace & Defense
344B +7.51%
Financials
Diversified Investment Services
65.32B +22.19%
Energy
Uranium Mining
19.67B +23.81%
Industrials
Other Construction & Engineering
4.98B +326.18%
Utilities
Other Multiline Utilities
48.26B +28.37%
Utilities
Other Electric Utilities
99.32B -20.18%
Industrials
Other Construction & Engineering
1.22B +31.88%
Industrials
Other Aerospace & Defense
14.8B -10.38%
Basic Materials
Integrated Mining
176B +26.41%
Utilities
Other Independent Power Producers
14.07B -22.23%
Energy
Other Uranium
435M -6.48%
Industrials
Diversified Industrial Goods Wholesale
54.75B +32.15%
Industrials
Other Electrical Components & Equipment
188B +22.07%
Industrials
Maintenance & Repair Services
1.49B -10.31%
- - 2.25B -
Industrials
Other Construction & Engineering
2.06B +33.95%
Industrials
Other Construction & Engineering
9.61B -7.18%
Utilities
Other Electric Utilities
46.34B -13.17%
Energy
Other Uranium
2.45B -22.17%
Industrials
Other Construction & Engineering
8.77B -12.51%
Industrials
Diversified Industrial Goods Wholesale
93.86B +9.22%
Utilities
Other Multiline Utilities
68.79B +6.69%
Utilities
Other Electric Utilities
49.94B +15.94%
Industrials
Other Industrial Machinery & Equipment
9.79B +22.27%
Industrials
Other Business Support Services
17.13B +10.85%
Basic Materials
Integrated Mining
243B +42.12%
Utilities
Other Electric Utilities
28.2B +10.34%
Utilities
Other Multiline Utilities
53.72B +8.28%
Utilities
Other Electric Utilities
39.83B +8.44%
Utilities
Other Electric Utilities
45.24B +0.55%
Utilities
Other Electric Utilities
58.38B +12.60%
Utilities
Other Electric Utilities
39.26B +8.26%
Utilities
Other Electric Utilities
173B +3.01%
Basic Materials
Other Precious Metals & Minerals
8.31B -21.83%
Energy
Uranium Mining
3.73B +15.85%
Utilities
Other Electric Utilities
106B +1.40%
Utilities
Other Electric Utilities
150B +6.50%
Utilities
Nuclear IPPs
29.5B +2.90%
Utilities
Other Electric Utilities
93.87B +2.65%
Industrials
Other Construction & Engineering
9.84B +60.63%
Utilities
Other Multiline Utilities
36.62B -8.74%

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Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Uranium, the low-carbon energy business