Advertisement - This article is distributed on behalf of Uranium Royalty Corp. and IsoEnergy Ltd., with which SRC swiss resource capital AG has paid IR consulting agreements. Producer: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: July 21, 2026, 3:10 p.m. Zurich/Berlin
Energy demand is rising. According to EU guidelines, nuclear energy is considered “an important component of decarbonization, industrial competitiveness, and strategies for energy security.” Nuclear power will remain a key pillar of electricity generation for the foreseeable future. This is particularly true for regions with limited domestic reserves of fossil fuels. It is rather unlikely that countries will decide to phase out nuclear power following Germany’s example. On the contrary, the number of nuclear power plants is increasing.
A phase-out of nuclear energy runs counter to rising energy demand. Belgium, for example, has revised its original plans to phase out nuclear power. The country is now considering extending the operating life of existing plants and building new ones. The increasing electrification of society requires clean and reliably available electricity. And investment in electric vehicles and data centers continues to grow. As a result, new uranium-related capacity totaling more than 70 GW is currently under construction, most of it in China.
Incidentally, in Spain—the new soccer world champion—about 56 percent of electricity comes from renewable energy sources, about 19 percent is supplied by nuclear power plants, and the rest comes from gas-fired power generation. Following last year’s nationwide power outage , discussions are now underway about the future of electricity. This is where the uranium market comes into play, although the supply base is concentrated among a few players. Supply chains are long and complex and can lead to supply disruptions and price increases in the event of supply shortages. In any case, uranium demand is also likely to rise due to the increasing number of reactors.
IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - is considered a uranium producer that could begin production in the near future and owns high-grade uranium properties in Saskatchewan. Additional uranium projects are located in the major uranium mining regions of Australia, Canada, and the U.S. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-quality and also stands out for its shallow mineralization and excellent infrastructure. The latest drill results once again confirm the presence of high-grade uranium mineralization. With the acquisition of Toro, the company’s uranium platform has expanded.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is the only royalty company in the uranium industry. Uranium Royalty focuses on strategic investments in uranium interests—including royalties, streaming rights, debt and equity in uranium companies, and physical uranium transactions. These include royalties from world-class mines, such as McArthur River and Cigar Lake. The company will acquire Sweetwater Royalties under the umbrella of a newly established parent company to be named New URC. This will significantly expand and diversify Uranium Royalty’s portfolio.
Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/de/unternehmen/iso-energy-ltd/ -).
You can also find further information in our new Uranium Metal Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Sources: Uranium Royalty, IsoEnergy,
https://www.tagesschau.de/ausland/europa/belgien-atomkraft-entscheidung-100.html;
https://www.research.unicredit.eu/DocsKey/fxfistrategy_docs_2026_188663.ashx?EXT=pdf&KEY=KZGTuQCn4lsvclJnUgseVC3FbuQ10KutlSIAy8S2Akr7BMzGkXsHFQ==&T=1;
https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (Regulation (EU) 2016/958), we hereby note that authors, employees, and affiliated companies of Swiss Resource Capital AG (SRC) may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: ’s (author’s) own positions: none; SRC net position: less than 0.5%; issuer’s stake in SRC ≥ 5%: no. Update Policy: no obligation to update. No guarantee regarding the German translation. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute a recommendation or advice of any kind. Please be aware of the risks associated with securities trading. No liability can be accepted for any damages arising from the use of this blog. We would like to point out that investments in stocks, and particularly in warrants, are inherently risky. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given as to the accuracy of any content. Despite exercising the utmost care, I expressly reserve the right to make errors, particularly with regard to figures and prices. The information contained herein is derived from sources considered reliable but does not in any way claim to be accurate or complete. Based on court rulings, I am jointly liable for the content of linked external websites (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 – 312 O 85/98) unless I expressly distance myself from such content. Despite careful review of the content, I assume no liability for the content of linked external websites. The respective operators are solely responsible for their content. The disclaimer of Swiss Resource Capital AG also applies and is available at: https://www.resource-capital.ch/de/disclaimer-agb/.
Energy demand is rising. According to EU guidelines, nuclear energy is considered “an important component of decarbonization, industrial competitiveness, and strategies for energy security.” Nuclear power will remain a key pillar of electricity generation for the foreseeable future. This is particularly true for regions with limited domestic reserves of fossil fuels. It is rather unlikely that countries will decide to phase out nuclear power following Germany’s example. On the contrary, the number of nuclear power plants is increasing.
A phase-out of nuclear energy runs counter to rising energy demand. Belgium, for example, has revised its original plans to phase out nuclear power. The country is now considering extending the operating life of existing plants and building new ones. The increasing electrification of society requires clean and reliably available electricity. And investment in electric vehicles and data centers continues to grow. As a result, new uranium-related capacity totaling more than 70 GW is currently under construction, most of it in China.
Incidentally, in Spain—the new soccer world champion—about 56 percent of electricity comes from renewable energy sources, about 19 percent is supplied by nuclear power plants, and the rest comes from gas-fired power generation. Following last year’s nationwide power outage , discussions are now underway about the future of electricity. This is where the uranium market comes into play, although the supply base is concentrated among a few players. Supply chains are long and complex and can lead to supply disruptions and price increases in the event of supply shortages. In any case, uranium demand is also likely to rise due to the increasing number of reactors.
IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - is considered a uranium producer that could begin production in the near future and owns high-grade uranium properties in Saskatchewan. Additional uranium projects are located in the major uranium mining regions of Australia, Canada, and the U.S. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-quality and also stands out for its shallow mineralization and excellent infrastructure. The latest drill results once again confirm the presence of high-grade uranium mineralization. With the acquisition of Toro, the company’s uranium platform has expanded.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is the only royalty company in the uranium industry. Uranium Royalty focuses on strategic investments in uranium interests—including royalties, streaming rights, debt and equity in uranium companies, and physical uranium transactions. These include royalties from world-class mines, such as McArthur River and Cigar Lake. The company will acquire Sweetwater Royalties under the umbrella of a newly established parent company to be named New URC. This will significantly expand and diversify Uranium Royalty’s portfolio.
Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/de/unternehmen/uranium-royalty-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/de/unternehmen/iso-energy-ltd/ -).
You can also find further information in our new Uranium Metal Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Sources: Uranium Royalty, IsoEnergy,
https://www.tagesschau.de/ausland/europa/belgien-atomkraft-entscheidung-100.html;
https://www.research.unicredit.eu/DocsKey/fxfistrategy_docs_2026_188663.ashx?EXT=pdf&KEY=KZGTuQCn4lsvclJnUgseVC3FbuQ10KutlSIAy8S2Akr7BMzGkXsHFQ==&T=1;
https://www.resource-capital.ch/de/reports/ansicht/uran-report-2026-03/.
Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (Regulation (EU) 2016/958), we hereby note that authors, employees, and affiliated companies of Swiss Resource Capital AG (SRC) may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: ’s (author’s) own positions: none; SRC net position: less than 0.5%; issuer’s stake in SRC ≥ 5%: no. Update Policy: no obligation to update. No guarantee regarding the German translation. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute a recommendation or advice of any kind. Please be aware of the risks associated with securities trading. No liability can be accepted for any damages arising from the use of this blog. We would like to point out that investments in stocks, and particularly in warrants, are inherently risky. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given as to the accuracy of any content. Despite exercising the utmost care, I expressly reserve the right to make errors, particularly with regard to figures and prices. The information contained herein is derived from sources considered reliable but does not in any way claim to be accurate or complete. Based on court rulings, I am jointly liable for the content of linked external websites (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 – 312 O 85/98) unless I expressly distance myself from such content. Despite careful review of the content, I assume no liability for the content of linked external websites. The respective operators are solely responsible for their content. The disclaimer of Swiss Resource Capital AG also applies and is available at: https://www.resource-capital.ch/de/disclaimer-agb/.
