"We would argue that this recent energy crisis, no matter how long it lasts, is another positive development, longer term, for uranium and nuclear energy"
JOHN CIAMPAGLIA
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2026 Energy Investing Outlook Report
ENERGY INVESTING OUTLOOK REPORT
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Key factors driving uranium, oil and gas prices
Expert analysis and predictions to guide your investment decisions
Top performing energy stocks and sectors to keep on your radar
The energy market is shifting, and two sectors are emerging as the potential growth leaders.
Uranium is moving back into focus as AI and data centers are projected to more than double nuclear energy demand by 2030.
In parallel, the 2026 outlook suggests recovery in the oil and gas sector as global inventories tighten and "tired" basins struggle to keep pace with growing demand.
For investors, early positioning could be critical to gain leverage in sectors offering durable, long-cycle growth potential.
What began as a year of steady projections has rapidly evolved into a period of extreme volatility and structural realignment.
The conflict in Iran and the subsequent blockade of the Strait of Hormuz has sent shockwaves through every corner of the energy sector. In the oil and gas market, we’ve witnessed continued price volatility for Brent and WTI as supply chain fragility is exposed.
Simultaneously, many experts believe the uranium market's underlying fundamentals have never been stronger. We are seeing a "wall of demand" through 2045 that utilities can no longer avoid.
For investors, early positioning could be critical to gain leverage in sectors offering durable, long-cycle growth potential.