Advertisement/Advertising – This article is distributed on behalf of Uranium Energy Corp. and IsoEnergy Ltd., with whom SRC swiss resource capital AG has paid IR consulting agreements · Publisher: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: May 04, 2026, 5:45 p.m. Zurich/Berlin ·
Temperatures and incomes are rising, and with them the amount of electricity consumed by air conditioning systems, for example in emerging and developing countries. Emerging economies such as those in Latin America, Africa, and Southeast Asia are driving the dynamics of the energy market. Data centers and artificial intelligence are accounting for ever-increasing amounts of electricity consumption. Industrialized countries are particularly affected by this. An estimated 85 percent of new data centers will be built in China, the U.S., and the European Union. And it is precisely in these regions that power grids are already frequently overloaded.
According to a McKinsey study, the electricity demand of data centers will rise from around 600 TWh in 2025 to approximately 1,600 TWh by 2030. They say “data is the new oil,” and this trend is advancing inexorably. Nuclear energy is on the rise, as evidenced by investments in new concepts such as small modular reactors and in traditional large-scale power plants. Support is coming from technology companies. After global nuclear power plant capacity stagnated for more than 20 years, forecasts now predict it will increase by at least one-third by 2035.
For an economy to function successfully, sufficient energy must be available at the lowest possible cost. Renewable energies alone are not enough, and they do not guarantee stability. In the necessary energy mix, nuclear power is the stable constant. The closure of the Strait of Hormuz has shown how quickly the global energy supply can be disrupted. It could therefore be worthwhile to invest in uranium companies.
Uranium Energy - https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ - owns diversified uranium reserves as well as ISR uranium projects in the U.S., with additional projects in Canada. Uranium mining, processing, refining, and conversion are part of its business. The company is debt-free. With the start of production at the Burke Hollow property, the company now operates two of its three ISR production platforms in the U.S.
IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - is considered a uranium producer that could go into production soon and holds high-grade uranium properties in Saskatchewan. Additional uranium projects are located in Australia, Argentina, and the U.S. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-grade and also boasts shallow mineralization and excellent infrastructure. According to a survey by the Fraser Institute, several areas in IsoEnergy’s portfolio rank among the world’s leading regions.
Current company information and press releases from Uranium Energy (- https://www.resource-capital.ch/en/companies/uranium-energy-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/en/companies/iso-energy-ltd/ -).
Further information is also available in our new Uranium Report at the following link: https://www.resource-capital.ch/en/reports/view/uranium-report-2025-04/
Sources: IsoEnergy, Uranium Energy,
https://de.euronews.com/my-europe/2026/04/30/die-ruckkehr-der-atomkraft-wie-die-krise-europas-energiemix-verandert;
https://www.mckinsey.de/news/presse/2026-02-24-strommarktreport;
https://www.resource-capital.ch/en/reports/view/uranium-report-2025-04/
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, applies additionally.
Temperatures and incomes are rising, and with them the amount of electricity consumed by air conditioning systems, for example in emerging and developing countries. Emerging economies such as those in Latin America, Africa, and Southeast Asia are driving the dynamics of the energy market. Data centers and artificial intelligence are accounting for ever-increasing amounts of electricity consumption. Industrialized countries are particularly affected by this. An estimated 85 percent of new data centers will be built in China, the U.S., and the European Union. And it is precisely in these regions that power grids are already frequently overloaded.
According to a McKinsey study, the electricity demand of data centers will rise from around 600 TWh in 2025 to approximately 1,600 TWh by 2030. They say “data is the new oil,” and this trend is advancing inexorably. Nuclear energy is on the rise, as evidenced by investments in new concepts such as small modular reactors and in traditional large-scale power plants. Support is coming from technology companies. After global nuclear power plant capacity stagnated for more than 20 years, forecasts now predict it will increase by at least one-third by 2035.
For an economy to function successfully, sufficient energy must be available at the lowest possible cost. Renewable energies alone are not enough, and they do not guarantee stability. In the necessary energy mix, nuclear power is the stable constant. The closure of the Strait of Hormuz has shown how quickly the global energy supply can be disrupted. It could therefore be worthwhile to invest in uranium companies.
Uranium Energy - https://www.commodity-tv.com/ondemand/companies/profil/uranium-energy-corp/ - owns diversified uranium reserves as well as ISR uranium projects in the U.S., with additional projects in Canada. Uranium mining, processing, refining, and conversion are part of its business. The company is debt-free. With the start of production at the Burke Hollow property, the company now operates two of its three ISR production platforms in the U.S.
IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - is considered a uranium producer that could go into production soon and holds high-grade uranium properties in Saskatchewan. Additional uranium projects are located in Australia, Argentina, and the U.S. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-grade and also boasts shallow mineralization and excellent infrastructure. According to a survey by the Fraser Institute, several areas in IsoEnergy’s portfolio rank among the world’s leading regions.
Current company information and press releases from Uranium Energy (- https://www.resource-capital.ch/en/companies/uranium-energy-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/en/companies/iso-energy-ltd/ -).
Further information is also available in our new Uranium Report at the following link: https://www.resource-capital.ch/en/reports/view/uranium-report-2025-04/
Sources: IsoEnergy, Uranium Energy,
https://de.euronews.com/my-europe/2026/04/30/die-ruckkehr-der-atomkraft-wie-die-krise-europas-energiemix-verandert;
https://www.mckinsey.de/news/presse/2026-02-24-strommarktreport;
https://www.resource-capital.ch/en/reports/view/uranium-report-2025-04/
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, applies additionally.
