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 Construction & Engineering
8.15TCr +39.20%
Industrials
Other Construction & Engineering
130.15Cr +51.38%
Consumer Non-Cyclical
Consumer Goods Conglomerates
6.18TCr -20.23%
Industrials
Industrial Machinery
1.54TCr -13.00%
Industrials
Other Aerospace & Defense
14TCr +14.83%
Utilities
Other Electric Utilities
20TCr +26.66%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13TCr -4.08%
Industrials
Other Construction & Engineering
595.8Cr +27.21%
Industrials
Diversified Industrial Goods Wholesale
3.21TCr +12.53%
Industrials
Other Aerospace & Defense
33TCr +8.09%
Industrials
Other Aircraft Parts Manufacturing
1.68TCr -12.54%
- - 187.19Cr -
Energy
Uranium Mining
1.58TCr -2.53%
Industrials
Other Construction & Engineering
313.36Cr +170.16%
Industrials
Other Electrical Components & Equipment
15TCr -0.21%
Utilities
Other Multiline Utilities
4.57TCr +29.47%
Industrials
Maintenance & Repair Services
136.29Cr -18.71%
Industrials
Other Aerospace & Defense
1.1TCr -25.78%
Utilities
Other Electric Utilities
8.86TCr -22.38%
Industrials
Diversified Industrial Goods Wholesale
4.77TCr +21.10%
Industrials
Other Construction & Engineering
841.03Cr -8.69%
Industrials
Other Construction & Engineering
984.25Cr +3.63%
Industrials
Other Construction & Engineering
257.57Cr +78.84%
Basic Materials
Integrated Mining
14TCr +7.04%
Energy
Other Uranium
40Cr +5.80%
Utilities
Other Independent Power Producers
1.47TCr -3.37%
Industrials
Diversified Industrial Goods Wholesale
9.73TCr +18.99%
Basic Materials
Other Precious Metals & Minerals
660.02Cr -36.26%
Industrials
Other Industrial Machinery & Equipment
887.57Cr +15.11%
Industrials
Other Business Support Services
1.74TCr +18.95%
Utilities
Other Electric Utilities
4.3TCr +23.04%
Energy
Other Uranium
202.61Cr -30.10%
Utilities
Other Electric Utilities
4.23TCr -17.28%
Healthcare
Other Pharmaceuticals
32Cr -61.21%
Utilities
Other Multiline Utilities
6.56TCr +10.35%
Utilities
Other Electric Utilities
4.4TCr +20.12%
Utilities
Other Multiline Utilities
5.56TCr +18.79%
Utilities
Other Electric Utilities
5.28TCr +21.47%
Utilities
Other Electric Utilities
4.72TCr +5.20%
Financials
Diversified Investment Services
6.33TCr +22.02%
Industrials
Other Construction & Engineering
640.91Cr +7.28%
Utilities
Other Electric Utilities
18TCr +8.76%
Utilities
Nuclear Utilities
208.57Cr -60.97%
Utilities
Other Electric Utilities
2.93TCr +20.35%
Energy
Uranium Mining
230.52Cr -13.76%
Energy
Other Uranium
3.11TCr -16.02%
Utilities
Other Electric Utilities
655.55Cr -5.18%
Utilities
Other Electric Utilities
17TCr +24.34%
Utilities
Other Electric Utilities
11TCr +11.08%
Utilities
Other Electric Utilities
2.3TCr +29.50%

News of the components

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Ratings ESG MSCI

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